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| Do not delete this page - MYOB Practice and MYOB Academy navigate to it |
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| It’s easy to set up an MYOB Essentials Business or MYOB AccountRight file. You just need to know a few client details (like their business name and phone number), and how many employees they have (this . This will help you choose the right product). You’ll also need to consider who is paying — is paying—is it your practice or your client?Want to create an AccountRight file instead? See Create an AccountRight file UI Text Box |
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| MYOB Business runs completely in a browser. Learn more. MYOB AccountRight is desktop-based software, but the business details (company file) are stored online. Learn about AccountRight. |
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| Click the Create file button on the Online files page of your Accounting dashboard.title | To create an MYOB Business file |
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| Go to the Transaction processing page, and click Create file. Is the client that you're creating an MYOB Business file for already set up in MYOB Practice? Image RemovedEnter the file details, including the business owner’s name and contact details. Select your payment method. Will your client pay directly or will your practice bill them?
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| If your practice receives discounts as commission, new subscriptions paid for by clients are eligible for the same discounts. |
Select an MYOB Essentials Business product for your client, as follows. ( You can upgrade easily if the business adds more employees later.) If your client has... | Select... |
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Two or more employees | Essentials: Accounting + Payroll | Fewer than two employees (or you're not sure) | Essentials Accounting | Fewer than two employees, doing a small number of transactions | Essentials Accounting Starter | Fewer than two employees, and a small number of clients and transactions | Essentials Connected Ledger | UI Text Box |
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| Need help selecting an MYOB Business or Connected Ledger product? See the feature comparison here: Australia | New Zealand |
Click Continue. Click Create file. The business appears in your list of online files in Transaction processing. Can't see it? Give it a moment or two, and it'll appear. You'll also notice a new tab (or window) in your browser. Here you can finish setting up the business by selecting the accounts list and entering opening balances. For help with this, see Entering opening balances.
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title | To create an AccountRight file |
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| - Go to the Transaction processing page and click Create file.
- Is the client you're creating an AccountRight file for already set up in MYOB Practice?
- Enter the file details, including the business owner’s name and contact details.
Select your payment method. Will your client pay directly or will your practice bill them? Image Added UI Text Box |
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| If you're in New Zealand, you'll also have the option to select a 'payroll only' product, Essentials Payroll, to pay your employee(s) and track payroll. | Click Continue | If your practice receives discounts as commission, new subscriptions paid for by clients are eligible for the same discounts. |
Select an AccountRight product, as follows. (You can upgrade easily if the business grows, or your client’s needs change.) If your client has... | Select... |
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Employees and advanced accounting needs, including stock, and time billing | AccountRight Plus | More than one business with employees, or deals in multiple currencies | AccountRight Premier |
Click Continue. A summary of what you've chosen is displayed. In the Financial year field, select the last month of the financial year for which you want to start recording transactions. For example, if you select June 2019, the financial year will run from 1 July 2018 to 30 June 2019. In the Conversion month field, select the earliest month for which you want to record transactions and opening balances (known as the conversion month). In the example below, selecting January as the conversion month means you won't be able to enter transactions dated before 1 January 2017 and the opening balances will need to be as at 1 January 2017. Image Added UI Text Box |
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| Carefully consider the financial year and conversion month for this business, as you can't change the year and month once you click Create file. |
- Click Create file. The business now appears in your the list of online files in Transaction processing.
Can't see it? Give it a moment or two, and it'll appear. You'll also notice a new tab (or window) in your browser. Here you can The next step is to finish setting up the business file by select tailoring the accounts list and entering opening balances.
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- For information on how to do this in the AccountRight file, see Setting up.
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<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
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title | How do I change the subscription payer to be my client instead of my practice? |
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title | Why doesn’t the Transaction processing page show the files I created? |
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| If you’ve recently created a file, perhaps someone has restricted your access to the client. The Transaction processing page only shows files linked to clients you have access to. If your access has been removed, you can get access again by contacting an administrator in your practice. Another reason you might not see the client’s file on the Transaction processing page is if your user account or advisor account has been removed from within the client’s file. Learn about getting and removing access to a file. |
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title | In this section |
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<span class="academyBanner"><a href="https://academy.myob.com/course/view.php?id=450"><img src="https://help.myob.com.au/images/trainingad/MYOB-Academy-Help.png" width="100%" target="_blank" alt="Take the free online course at MYOB Academy"></a></span> |
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