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The Business Details page contains the essential details about your business. These include your business name and type, your ABN details (Australia) or IRD/GST Number (New Zealand), and your business and postal addresses.

Many of these details were entered when you first started using MYOB Essentials, but they can be edited or updated at any time.

Details added here are accessed by your accounts, reports, and other areas throughout MYOB Essentials.

From the Business Details page, you can also use the Lock periods feature.

Your business details, like name, address and contact info, are stored on the Business details page. The details entered here will also appear on your quotes, invoices and statements.

You might have entered some business details when you started out with MYOB Essentials, but these can be updated at any time by an MYOB Essentials administrator.

 

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titleTo enter or edit your business details
On the Settings cog iconImage Removed menu, click

To enter or edit your business details

  1. In MYOB Essentials, click your business name and choose Business details.
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    The Business Detailsdetails page appears.


    In the first section of the page
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  2. Enter or edit your business’s  Business nameTrading nameABN/ACN and ABN Branch (Australia) or IRD/GST number (New Zealand), Phone NumberFax Number,and Email address and . All of these fields are mandatory. You can also enter the Fax Number and Website URL of the business. Don't have an IRD/GST number? See the FAQs below.

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    Mandatory fields

    The Business name field is mandatory. The ABN field What is the Client code?

    If you export information for your accountant, check if they require your Client code to be entered here in MYOB Essentials.

  3. (Australia only)

    is mandatory if you’re registered for GST.

    If your 50% or more of your business activity is in the building and construction industry, select the Taxable payments reporting option. Refer to the ATO website See Reportable contractor payments for more information.


    In the Street address section
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  4. Enter or edit your business’s AddressSuburbStatePost code and Country.
  5. If your business’s postal address is not the same as your business address, select the Postal address is different option. The Postal address section will appear so you can enter your postal details.


    In the Financial year settings and Contact details section
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  6. Choose your Financial year period from the list. 

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    Need to change your Opening balance date?

    Your Opening balance date is shown here. Your opening balances and opening balance date can be viewed and changed from the Accounts List page.

  7. If you've completed your month-end tasks and want to lock a period of transactions, select the Lock my data up to and including option and choose a date.

    In the Contact details section
  8. Enter or edit your First name and Last name. You can also set the Primary contact for your business.
  9. Click Save when finished.

Can't click Save? Make sure you're an administrator and that you've completed all mandatory details (mandatory fields will be highlighted yellow).

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<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>
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titleHow do I change my MYOB Essentials login email address?
If you need to update the email address you use to log in to MYOB Essentials:

How do I change my MYOB Essentials login email address?

  1. Sign in to my.MYOB (Australia | New Zealand) with your current email address and password.
  2. Go to the My Account menu at the top of the screen and choose Change Login.
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  3. Update your login.

Can't change your login via my.MYOB?

An MYOB Essentials administrator will need to create a new user and specify the new email address. An invitation will then be sent to the new email address. Once the new login has been set up, you can delete the old user login.

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titleI've updated my address - why is my old address is still showing on invoices?

I've updated my address - why is my old address is still showing on invoices or statements?

When you set up your invoice and quote settings, you may have chosen to upload a full width header image to show at the top of your invoices. This image may include your old address. If so, create a new image with your current address and upload the new image.

Learn more about uploading a full width header image to your invoices.

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titleHow do I change from an MYOB Essentials trial to a subscription?

How do I change from an MYOB Essentials trial to a subscription?

You can subscribe or change your subscription from the Subscription details page.

See Subscribing to MYOB Essentials for more information.

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titleWhat if I don't have an IRD/GST number?

What if I don't have an IRD/GST number?

The IRD/GST number is a required field in MYOB Essentials for NZ businesses. If you don't have an IRD number, you can enter a dummy number in this field, like 11111114. Or you can enter your personal IRD number. If you're not sure what to enter, seek advice from Inland Revenue about your options.

If you don't want the entered IRD number to appear on your invoices and quotes, you can remove it.

  1. Click your business name and choose Invoice and quote settings.
  2. Click the Styling and themes tab.
  3. Under Business details, deselect the option GST No.
  4. Click Save.

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titleWhat if I have a Withholding Payer Number (WPN)?

What if I have a Withholding Payer Number (WPN)?

You can only enter an ABN/ACN into the Business details in MYOB Essentials. If you only have a WPN, you won't be able set up your business in MYOB Essentials.

If you're trying to set up MYOB Essentials so you can lodge your payroll information to the ATO via Single Touch Payroll, you'll need an ABN. If you don't have one you'll need to contact the ATO about how you can report to them. You might need to lodge your payroll information via a tax agent.

All business are different, so for specific advice on your needs you can ask the experts on the community forum or contact an MYOB Partner who will be happy to help.

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titleRelated topics
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Settings

Setting up

GST settings

Users

Enter account opening balances

Invoice and quote settings

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titleFrom the community

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