Import contacts

If you’ve previously used MYOB BusinessBasics or MYOB AccountRight, you can export your contacts from your company file and mport them into MYOB Essentials.

For more information, see Import/Export.

To add a customer or supplier

From the dashboard, the quickest way to access the Create contact page is from the Contacts drop down menu.

To add a contact from the Contacts page, click the Create contact button.

You can also add contacts quickly when you create sales or purchases. Simply choose the Add option from the drop down menu that appears when you enter your customer or supplier. For more information, see Using contacts in transactions.

However you access the Contact page, you'll be able to record the contact details using as much or as little details as you like. The only required information is the type of contact, whether they are a business or an individual person, and their name. For more information about the information you can store for a contact, see Viewing and entering contact information.

To edit a customer or supplier

To edit a contact, click their name in the list of contacts. The Contact page appears, where you can edit the contact’s details. You can change any of the details shown on this page, including their name and the contact type. When you’re done, click Save.

For more information about the information you can store for a contact, see Viewing and entering contact information.

To delete a customer or supplier

When you delete a contact, it is removed along with all the information stored in the contact record. Instead of deleting contacts, it’s usually better to make them inactive. This removes them from reports and some selection lists, but you’ll be able to recover the information later if you need it.

You can’t delete a contact if it has ever been used in a transaction. If you no longer want to use a contact, you can make it inactive instead. See Inactivating and activating a customer or supplier.

To delete a contact, select it by clicking the box next to its name in the list, then click Delete. If you want, you can select more than one contact at a time and delete them all at once.

You can also delete a contact you’re currently viewing by clicking the Delete button on the Contact page.

Email a contact

It’s easy to send an email to your contacts, directly from your contacts list. If you’ve entered their email address, an envelope icon appears in the email column. You can hover over the icon to view their email address.

You can also click the email icon to open your default email software and create a new email to send to them.