The Contacts area of MYOB Essentials is where you keep track of your customers, suppliers and other contacts. By adding someone as a contact, you’ll be able to store and view information about them, and track and analyse their transaction history.
You need to create a contact if you want to:
- create invoices and keep track of how much customers owe you
- create bills and keep track of how much you owe suppliers
- record a contact’s name, address or other details.
The Contacts page will show you a list of your contacts and let you create new customers and suppliers. You can label contacts as suppliers or customers or add plenty of other details.
If you have your contacts in another program, speed things up by importing them into MYOB Essentials.
Once you've created a contact, you can assign them to transactions like invoices or bills. You'll also be able to quickly add a new contact during a transaction if necessary.