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- Click the My cashbooks icon at the top right. The My cashbooks page appears.
- Click Add a new business.
- In the form that appears, enter the Business name, and a valid ABN number (if you’re in Australia) or a GST number (if you’re in New Zealand).
Enter a client code to identify the business. The code can be up to 8 characters in length, and can contain alphabets and numbers. No spaces or symbols can be used.
HTML Comment hidden true The code can be up to 8 characters in length, and can contain alphabets and numbers. No spaces or symbols can be usedIn the next version, we'll be introducing a new format for the code.
- Choose how you want to set up your accounts:
You can choose to start with an accounts template,by choosing the relevant option from the Select accounts template list. A template is a set of readymade accounts that you can start with—you can always add, edit and delete accounts later on.
Tip Tip: To see what accounts are included in a particular template, click the Show template preview link. The account list will appear below. If you want to import your own accounts list, in the Select accounts template list, choose I want a blank template.
Info Note: Blank templates do come with a few system accounts (liability and equity accounts) that are required for MYOB Essentials Cashbook to work correctly.
- Click Add business.
If you chose a blank template at Step 4 above, go to Importing an Account list.