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Before you begin, take some time to explore MYOB Essentials and find out about the basic features of navigation and transaction entry.

There are some features that appear on every MYOB Essentials page. For more information, see:

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Links at the top

At the top of each MYOB Essentials page, a welcome message is visible, along with a number of links:

My businesses—click to add a new MYOB Essentials business or switch to an existing one (that you are signed up for). For more information see Using multiple businesses.
Settings menu ()—click your business name to view the Settings menu. From this menu, you can access various settings (such as your Business details, GST settings and Import/Export), details about your subscription, and your accounts list. You can also view your serial number and log out of MYOB Essentials. For more information, see Settings.

Links at the bottom

At the bottom of each MYOB Essentials page are the following links:

Privacy policy—click to view the privacy policy statement for MYOB Essentials.
About us—click to find out more about MYOB Essentials.
Contact us—click to find out how to contact the MYOB Essentials team.

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You'll use the main menu bar to access most areas of MYOB Essentials

If you hover over an item on the menu bar, a list of related options appears.

Use this menu item or option…	To do this…
Dashboard	View the dashboard, which shows a snapshot of your business.
Sales Quotes	View the list of quotes created in MYOB Essentials
Invoices	View the list of invoices created in MYOB Essentials.
Items	View a list of your items, which are products or services that you buy or sell.
Create invoice	Create invoices to send to your customers.
Enter customer payment	Enter a payment made by a customer for an invoice.
Create customer return	Create invoice returns—customer credits or refunds for goods returned, services not used or received.
Process customer returns	Apply a customer return to an invoice or refund the money to a customer.
Sales history	See a list of your sales history for a specified period of time.
Customer statements	Send statements to your customers showing their current balance.
Purchases Bills	View the list of bills recorded in MYOB Essentials.
Items	View a list of your items—products or services that you buy or sell.
Create bill	Create bills to record the purchases you make from your business suppliers.
Pay bills	Enter a payment for a bill.
Create supplier return	Create a return for a supplier—returns are credits or refunds for goods returned, services not used or received.
Process supplier returns	Apply a supplier return to a bill or record it as a refund from a supplier.
Purchase history	See a list of your purchase history for a specified period of time.
Banking Bank transactions	View all the bank transactions that have been brought in on bank feeds or imported manually using bank statements.
Bank reconciliation	Manually reconcile transactions that won’t be matched to an imported bank transaction.
Manage allocation rules	Set up the rules you use to automatically allocate imported bank transactions.
Manage bank feeds	Apply for and manage your bank feeds.
Spend money	Enter withdrawals and payments that are not associated with your business suppliers.
Receive money	Enter deposits received from sources other than customer sales.
Transfer funds	Record any transfers you’ve made from one bank account to another.
Transaction history	View transactions on each of your bank accounts over a specified period.
Contacts View contacts	View a list of your contacts—customers, suppliers, employees or general contacts.
Create contact	Create contacts.
Payroll Enter pay	Open the pay centre screen, where you can select dates and employees, and do the pay run.
Employees	View a list of your employees.
IRD monthly returns (New Zealand)	Print the reports you need to lodge with the IRD each month—Employer deductions (IR345), Employer monthly schedule (IR348) and KiwiSaver employee details (KS1).
Past pay runs	View, print or email individual employees’ payslips and view a summary of each of your past pay runs.
Payroll summaries	View a summary or detail report of your payroll over a specified period of time.
PAYG payment summaries (Australia)	Produce PAYG payment summaries for your employees and lodge them electronically with the ATO.
Payroll settings	View and change your payroll settings, including which bank account you use to pay wages, payslip display options, and payslip email settings.
Reports	View a list of MYOB Essentials reports.
Help & Support Help	View this help centre. The help centre will open at a help topic that is relevant to your current MYOB Essentials page.
Blog	Visit the MYOB Essentials blog, to learn about new features and other topics of interest to MYOB Essentials users.
Contact us	Get in touch with the Support team to help you with any issues or questions you've got with MYOB Essentials.

There are also techniques that you can use on many pages. For more information, see:

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title	Using the calendar

The calendar makes it easier for you to enter dates. For example, suppose you’re entering a sale and have promised the items to the customer on the last Friday of the month. Rather than figuring out the date and entering it manually, you can use the calendar to quickly select the date.

To view the calendar, select the icon ( ) at the right of any date field within MYOB Essentials. The calendar contains the following controls:

—click to go back one month.
—click to go forward one month.
—click to select today’s date.
List of months and years—click the current month and year to select from a list of months in the selected year. Click again to select from a list of years.

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title	Searching and filtering

Most MYOB Essentials pages have a search field. As you type your search term, the list on the page is updated to match your text. You can also choose from the filters that are next to the search field.

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Use searching in combination with sorting

If searching and filtering gives you a long list of results, you might want to sort the list by one of the column headings. For more information see Sorting by column.

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title	Sorting by column

By clicking a column heading, you can re-sort the information in the list by that column. For example, in the contacts list, you can click the First Name column heading to sort the list in alphabetical order by contacts’ first names.

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title	Selecting and deselecting options

You can select options by clicking the checkbox to the left of the option. A tick will appear in the checkbox ( ). To deselect an option, click the checkbox again. The tick will disappear ( ).

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Month-end tasks

While you’re exploring MYOB Essentials, you may also want to have a look at our suggested Month-end tasks.

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