The new Accounts list

We've improved the layout of the Accounts list, and added great new features like easier account editing and sorting.

Feeling nostalgic for the old accounts list? Click Back to the old accounts list to switch versions. On the old version, click Switch to the new accounts list if you want to go back.

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1. Go to the Settings Image Modified menu then click Accounts list.
2. Click Add accounts. The Add accounts box appears.
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3. Enter an 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 account number.

4. Enter an unique and meaningful Account Name.
5. Select an Account Type from the list.
6. Select a Tax Rate (Australia) or GST Type (New Zealand) 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.

1. Go to the Settings Image Modified menu then click Accounts list.
2. Click Edit accounts. The Edit accounts page appears.
3. If you’ve made any accounts inactive and want to exclude them from the list, deselect Show Inactive Accounts.

4. 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 ). Locked accounts, and accounts with a Current balance, cannot change Type or Tax rate.

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   The Current Balance field cannot be edited.

5. 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. For more information see Accounts List.

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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.

6. Click Save to save your changes.

When you delete accounts, they’re removed along with all their details. Instead of deleting accounts, we recommend that you make them inactive. For more information see To make an account inactive.

1. Go to the Settings Image Modified menuthen click 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.

When you make accounts inactive, they’re removed from reports and some selection lists. 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 To delete an account.

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

1. Go to the Settings Image Modified menuthen click 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.

1. Go to the Settings Image Modified menu then click Accounts List.
2. Click Create Account. The Create Account window appears.
3. Select an Account Type from the list.

4. Enter an unique Account Number.

   UI Text Box
   type note
   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 account number.

5. Enter an unique and meaningful Account Name.
6. Enter an Opening Balance for the account. For more information see Entering opening balances.
7. Select a Tax Rate (Australia) or GST Type (New Zealand) from the list.
8. If you want the account to be displayed in the Bank account balances section of the Homepage, select the Show on homepage option.
9. Click Save to add the account.

1. Go to the Settings Image Modified menu then click Accounts List.
2. If you’ve made any accounts inactive and want to view them in the accounts list, select the Show inactive accounts option above the list. They will be greyed out in the list.

3. In the accounts list, find the account you want to edit and double-click it. The Edit Account window appears, showing the account details.

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   type note
   The Current Balance field cannot be edited.

4. Make any changes to the account.

   UI Text Box
   type note
   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. For more information see Accounts List.

5. Click Save to save your changes.

When you delete accounts, they’re removed along with all their details. Instead of deleting accounts, we recommend that you make them inactive. For more information see To make an account inactive.

1. Go to the Settings Image Modified menu then click Accounts List.
2. If you’ve made any accounts inactive and want to view them in the accounts list, select the Showinactive accounts option above the list. They will be greyed out in the list.
3. In the accounts list, find the account you want to delete and select it.
4. Click Delete at the top of the accounts list.
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   A confirmation message appears.
5. Click Yes to delete the account.

When you make accounts inactive, they’re removed from reports and some selection lists. 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 To delete an account.

You can make an inactive account active again at any time by editing the account and deselecting the Account is inactive option.

1. Go to the Settings Image Modified menu then click Accounts List.
2. In the accounts list, find the account you want to make inactive and double-click it, or click Edit Account Details. The Edit Account window appears, showing the account details.
3. Select the Account is inactive option.
4. Click Save to save your changes.