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  • Create a business on behalf of a client

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To add a MYOB Essentials business on behalf of a client

To create a business

  1. On the Partner Dashboard, click Create a business. The panel changes to a form in which you can add the business.
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  2. Enter the name of the business you’re adding in the Business Name field.
  3. Select the chart of accounts you want to use for this business, based either on what the business does, or using one of your existing businesses as a template. For example, if the business is a retail store, you might choose the ‘I sell products’ chart of accounts.
    If you choose a chart of accounts based on what the business does, the accounts created will include the standard accounts that are usually required for this type of business. You’ll still be able to add and remove accounts later if required.
  4. If you participate in the rewards program, enter your MYOB client ID or serial number.
  • If you want to access this business immediately, select the Open this business now option.
  • Click Add Business.
  • If you selected the option at step 5, the business will open automatically in a new window. You can proceed to set up the business by adding opening balances and adding or removing any accounts as necessary.
    When you’re finished, click Log out at the top of the page, and close the browser window.
    1. Click Create.
      The business appears in your business list, and can be accessed by clicking the business name.
    2. If necessary, return to the MYOB Essentials Partner Dashboard and
    , if necessary,
    1. continue working with your own file.
     When you’re finished, you’ll need to log out separately from this window

    To transfer ownership of a business you created

    Within 90 days of creating a business, you'll need to transfer its ownership to the business owner or the business will be suspended.

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    Use this option to set up MYOB Essentials for a client’s businessCreating a business on behalf of a client is an easy way to get your client setup on MYOB Essentials. You can later hand over ownership of the MYOB Essentials business for the client to manage.

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    On the MYOB Essentials
    titleTo transfer ownership of a business you have added
    Need to reactivate a suspended account? Suspended accounts won't be deleted, and can be used again by subscribing to MYOB Essentials from within the suspended account.
    1. On the MYOB Essentials Partner Dashboard, click Transfer ownership in the Status column
    for the business name
    1. . A confirmation message appears.
    2. Click OK. The Transfer Ownership panel will appear.
    3. Enter the user’s first name, last name and email address.
    4. Click Submit. A confirmation message appears.
    5. Click OK. An email will be sent to the user’s email address, informing them of the transfer and providing a link to log in.

    1. The Status will change to Resend transfer until they accept, or you delete the entry.

    Your client will then be ready to Get started with MYOB Essentials. 

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    titleRelated topics
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    MYOB Essentials for accounting advisors

    The Partner Dashboard

    Accessing clients' MYOB Essentials businesses

    Discontinue managing a business with MYOB Essentials

    Managing clients from the My Businesses page

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