Get started

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

You can start recording transactions right away, but it's a good idea to review the setup of the functional areas you're going to use, and to enter some historical information.

UI Text Box

type	tip

Want your accountant or bookkeeper to finish setting up your company file for you? Invite them to access your file.

Use the Easy Setup Assistant to get started

AccountRight has an Easy Setup Assistant that can help you get set up (the options available will depend on the product you're using).

Open the assistant from the Setup menu.

Here's a summary of what you can do in the Easy Setup Assistant:

In this section	You can set up	Learn more
Customise	system preferences data entry options contact log settings ageing options To Do list	Set up preferences The contact log Monthly ageing of invoices See what's on your To Do list Set up user access
Accounts	accounts list (add, delete, rename accounts) opening balances (as at your conversion date)	Set up accounts Enter account opening balances About accounts
Sales	your preferred sale layout (eg. item, service) default tax/GST codes credit terms cards for your customers historical sales (details of outstanding invoices as at your conversion date)	Set up sales Sales and purchases information Entering pre-conversion deposits Enter historical information Credit terms Add a customer Setting up tax codes (Australia) Setting up GST codes (New Zealand) Set up inventory items
Purchases	your preferred purchase layout (eg. item, service) default tax/GST codes default credit terms to use for purchases you make cards for your suppliers historical purchases (details of outstanding bills you still had to pay as at your conversion date)	Set up purchases Sales and purchases information Add a supplier Enter historical information Setting up tax codes (Australia) Setting up GST codes (New Zealand)
Payroll	general payroll information, such as hours worked per week the accounts to use for wages paid, and the bank account that payments will come out of the payroll categories you need for your business, like base salary, holiday pay, and overtime cards for your employees, where you can enter their payroll details and historical information, like entitlement balances timesheet preferences.	Set up payroll What are linked accounts? Payroll categories Add an employee Enter employee payroll information Enter historical information Timesheets

UI Text Box

type	tip

Other things you can set up

There are a few other things you might want to set up now that the Easy Setup Assistant doesn't cover, like:

Users: Control who can access your company file by setting up user accounts for them, and invite others (like your accountant) to access your online file.
Inventory items (stock): Whether you want to track the stock you have on hand, or not, you can set up items in AccountRight, to save you time entering details on your invoices.
AccountRight online services: You can link your bank and credit card accounts to your company file to cut down the amount of data entry you need to do. And there are lots of other time saving features too.

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

morelinks

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Enter historical information

Learning about AccountRight

Getting started

Exploring AccountRight

Working online

Upgrade to the new AccountRight

Panelbox

name	yellow
title	From the community

RSS Feed

titleBar	false
max	5
showTitlesOnly	true
url	http://community.myob.com/myob/rss/search?q=setting+up&filter=labels%2Clocation%2CsolvedThreads&location=board%3AAccounting_Software_General&search_type=thread&solved=true

HTML Wrap

class

academyBanner

More »

Image Added

Page tree

Versions Compared

Old Version 47

New Version Current

Key

Use the Easy Setup Assistant to get started

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks