To add an account

1. Click your business name and choose Accounts list.
2. Click Add new. The Add new box appears, in the Accounts tab.
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3. Enter a unique Account Number.

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   Don’t use your real account number for bank and credit card accounts The number you enter here is only used for tracking the account in MYOB Essentials. You don’t need to use your real bank or credit card account number.

4. Enter a unique and meaningful Account Name.
5. Select an Account Type from the list.
6. Select a Tax Rate from the list.
7. Enter an Opening Balance for the account. For more information see Entering opening balances.
8. If you want to add more than one account, click into any of the empty fields below and repeat steps 3-7.
   A new blank line will automatically appear below with each new account entered.
9. Click Save to add the accounts.

To edit an account

In MYOB Essentials, access your Accounts list (click your business name and choose Accounts list).

To edit an individual account

1. Click the ellipses button Image Added and select Edit. The Edit account window appears.
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2. You can edit the Account number, Account name, Type, Tax rate, and Opening balance  of your accounts, with the exception of locked accounts (those marked with a padlockImage Added). Locked accounts, and accounts with a Current balance, cannot change Type or Tax rate.
3. Click Save to save your changes.

To edit multiple accounts

1. From the A ccounts list, click Edit accounts. The Edit accounts page appears.
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2. If you’ve made any accounts inactive and want to exclude them from the list, deselect Show Inactive Accounts.

3. In the accounts list, you can edit the Account number, Account name, Type, Tax rate, Opening balance and Active status of your accounts, with the exception of locked accounts (those marked with a padlock Image Added). 

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   You cannot change Type or Tax rate for locked accounts, and accounts with a Current balance (and the Current Balance field cannot be edited). If you need to change the account Type or Tax rate, you'll need to make the existing account inactive and create a new account of the correct type or with the correct tax rate—see 'Making an account inactive' below for details.

4. Make any changes to your accounts. 

   If you edit the Account Number, make sure that the new number is within the range used for the Account Type used by this account. The existing names and numbers will help you choose appropriate account names and numbers when adding or editing accounts.

    

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   Need to change your opening balance date? Click your current Opening Balances date to bring up the Change opening balance date window. Select your new opening balance date, and click Save when finished. Note that if you change the opening balance date, make sure you check that the opening balances for your accounts are correct.

5. Click Save to save your changes.

To delete an account

You can delete accounts one at a time, or select multiple accounts for a bulk delete.

When you delete accounts, they’re removed along with all their details. Instead of deleting accounts, we recommend that you make them inactive. See 'Making an account inactive' below for details.

To delete individual accounts

1. Access your Accounts list (click your business name and choose Accounts list).
2. In the accounts list, find the account you want to delete and click the ellipses button (...) on the far right.
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3. Click Delete.
   A confirmation message appears.
4. Click Delete Account to delete the account.

To bulk delete multiple accounts

1. Access the Accounts list (click your business name and choose Accounts list).

2. In the accounts list, select the accounts you wish to delete by selecting the box to the left of the account number.
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   Bulk selecting headers If you select a header, every account and header underneath is automatically selected.

3. Click the Delete button.
   A confirmation message appears
4. Click Delete account to delete the accounts.

Moving and reordering your accounts

You can select one or several accounts from the Accounts list and move them under a header. This is great for when you've created a new header and want to start grouping accounts.

1. From the Accounts list, select the accounts you want to move by ticking the box to the left of the account number.
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2. Select the header you want to move the accounts under from the dropdown box.
3. Click Move.
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   The accounts list is automatically updated with the changes.

Making an account inactive

When you make accounts inactive, they’re removed from some selection lists so they can't be used in transactions. They also won't display in some reports, unless the report has the option to Show inactive accounts.

Inactive accounts retain details you may need some day. This is in contrast to deleted accounts, which are removed along with all their details. For more information see 'Deleting accounts' above.

You can make an inactive account active again at any time by editing the account and selecting the Active option.

1. Click your business name and choose Accounts list.
2. Click Edit accounts. The Edit accounts page appears.
3. In the accounts list, find the account you want to make inactive and deselect Active.
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4. Click Save to save your changes.

To map system accounts (MYOB Partners only)

MYOB Essentials has certain accounts called system accounts. These are used for specific tasks, such as GST reporting. They appear with a lock icon Image Added and cannot be deleted.

After importing an accounts list or migrating from MYOB BankLink, some system accounts will have a matching imported account, sometimes with a similar name and function.

The mapping process will update the system account with information from the imported account (such as the account number, account name and opening balance).

1. Click your business name and choose Accounts list.
2. Look for pairs of system accounts and matching imported accounts.
3. Click the More (Image Added) button next to the imported account and choose Map to system account.
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   A list of system accounts will appear in a new window.
    
4. In the window that appears, select the matching system account and click Save changes.
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   The system account will now be updated with all the information.
5. Now, delete the imported account:
   1. Click the More (Image Added) button next to the imported account and choose Delete.
      A confirmation message appears
   2. Click Delete account.
6. Repeat the above mapping process for all pairs of imported and system accounts.

Adding headers

1. Access the Accounts list page (click your business name and select Accounts list).
2. Click Add new.
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3. The Add new box appears.
4. Click the Header tab.

5. Enter a Name and Parent header for the header you're adding.

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   What's a parent header? A parent header is the header under which the new header will sit. For example, if you select Income as the parent header, the new header will sit 1 level below the Income header.

6. If you want to add more than one account, click into any of the empty fields below and repeat step 5.
   A new blank line will automatically appear below with each new header entered.
7. Click Save to add the headers.

Editing headers

1. Access the Accounts list (click your business name in the top-right and select Accounts list)
2. From the Accounts list, click the ellipses (Image Added) button next to the header you want to edit and select Edit.
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3. The Edit header window appears.
4. You can edit the Name and Parent header (the header under which this header will sit).
5. Click Save when you're finished.

Deleting headers

You can delete headers one at a time, or select multiple headers for a bulk delete.

Delete individual headers

1. Access the Accounts list page (click your business name and select Accounts list).
2. Click the ellipses button (Image Added) next to the header you want to delete, and select Delete.
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   The Delete header window appears.
3. Click Delete header to confirm.

Bulk delete multiple headers and accounts

1. From the Accounts list, select the headers you want to delete by ticking the box to the left of the header name.
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   Note that when you select a header, every account and header underneath it is automatically selected. Don't worry, you can choose to delete only the headers you've selected later on.
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2. After you've selected your headers and accounts, click the Delete button.
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   The What do you want to delete? window appears.
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4. You can choose to delete only the headers you've selected, or delete all headers and accounts you've selected.
   If you delete only the headers, their accounts will be moved to their parent headers (the next highest header level). For example, accounts under a level 3 header will move under the next level 2 header.
5. After selecting what you want to delete, your accounts list is automatically updated.

Moving and reordering headers

You can bulk select accounts from the Accounts list and move them under a header. This is great for when you've created a new header and want to start grouping accounts.

1. From the Accounts list, select the accounts you want to move by ticking the box to the left of the account number.
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2. Select the header you want to move the accounts under from the dropdown box.
3. Click Move.
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   The accounts list is automatically updated with the changes.