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This procedure is ideal for your shoebox clients with no existing ledger software or clients who do not have any comparative balances to migrate. If you have data you wish to migrate from MAS, Accounts or AO Classic General Ledger, take a look at our topic Migrating to MYOB Ledger.
Before you begin
You will need to choose a chart of accounts template for your ledger. We've provided a standard chart for each entity type and each MYOB legacy product. These are in the form of a .CSV file located in the following subfolders of the Client Accounting Templates folder:
Practice Charts: Where you store your practice's custom chart of accounts templates in .CSV format.
- MYOB Standard Charts: Contains the predefined chart of accounts for the MAS, Accounts and AO Classic General Ledger products and entity types.
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You can create a custom chart for your practice using the MYOB Standard Charts. For example, you may want to remove accounts that are not applicable for your practice. We recommend that you copy the .CSV template from the MYOB Standard Charts folder into the Practice Charts folder to prevent your changes from being overridden when performing an MYOB update. |
Let's see how this is done.
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Confirm the Entity type and Chart type:
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We're taking you to the new workflow!
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