The Business details page is where you record things like your business name, street and postal addresses, and financial year settings. Some of the business details entered here can also be displayed 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.
Some You might have entered some business details were entered when you first started using out with MYOB Essentials, but these can be changed updated at any time by an MYOB Essentials administrator.
|title||To enter or edit your business details|
To enter or edit your business details
In MYOB Essentials, click your business name and choose Business details.
The Business details page appears.
In the first section of the page
Enter or edit your business’s Business name, Trading name, ABN/ACN and ABN Branch (Australia only, but not required if you only have a Withholding Payer Number (WPN)) or IRD/GST number (New Zealand), Phone Number, Fax 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.
(Australia only) 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
- Enter or edit your business’s Address, Suburb, State, Post code and Country.
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
Choose your Financial year period from the list.
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
- Enter or edit your First name and Last name. You can also set the Primary contact for your business.
- Click Save when finished. If you can
Can't click Save, make
? Make sure you're complete
an administrator and that you've completed all mandatory details (the
mandatory fields will be highlighted yellow).
<h2><i class="fa fa-comments"></i> FAQs</h2><br>
|title||How do I change my MYOB Essentials login email address?|
How do I change my MYOB Essentials login email address?
- Sign in to my.MYOB (Australia | New Zealand) with your current email address and password (Australia | New Zealand).
- Go to the My Account menu at the top of the screen and choose Change Login.
- 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.
|title||I'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.
|title||How 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.
|title||What 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.
- Click your business name and choose Invoice and quote settings.
- Click the Styling and themes tab.
- Under Business details, deselect the option GST No.
- Click Save.