Get started

It’s easy to set up an MYOB Essentials business. You just need to know a few client details (like their business name and phone number), and how many employees they have (this will help you choose the right product).

You’ll also need to consider who is paying — is it you

(i.e., your practice)

or your client?

HTML Wrap

class	section group

HTML Wrap

class	col span_3_of_5

UI Expand

expanded	true
title	How to

Click the Create a business button on the Online businesses page of your Accounting dashboard.
Pick

a

an Essentials product for your client, as follows.

If they have:

(Don't worry you can add more employees later!)
If your client has... Select...
two or more employees

, select

select Essentials: Accounting + Payroll.

less

fewer than two employees

,

(or you're not sure)	select Essentials Accounting.
fewer than two employees, doing a small number of transactions	select Essentials Accounting Starter.
fewer than two employees, and a small number of clients and transactions	select Essentials Connected Ledger.

UI Text Box

type	note

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.

Don't worry you can add more employees later.

Select your payment method. Will your client pay directly or

are you (i.e.,

is your practice

) billing

billing them?
Click Continue.
Enter the details of the business owner. If you're billing your client, enter your business details.
Click Create business.

The business now appears in

the

your list of online businesses. 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

select the accounts list and entering opening balances.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	purple
title	Related topics

HTML Wrap

class	sidebarlinks

Open an Essentials business

Create an AccountRight business

Filter your online businesses

Page tree

Versions Compared

Old Version 16

New Version 17

Key

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax