Adding, editing and deleting accounts

https://help.myob.com/wiki/x/AQ6y

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From the Accounts List page, you can add, edit and delete accounts (or, make them inactive).

Before adding a new account, note the account names and numbers of the existing accounts in the list. They’re based on a numbering system which groups accounts by their Account Type. The existing names and numbers will help you choose appropriate account names and numbers when adding or editing accounts.

To add an account

Go to Settings then click Accounts List.
Click Create Account. The Create Account window appears.
Select an Account Type from the list.
Enter an unique Account Number.

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

To edit an account

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

The Current Balance field cannot be edited.
Make any changes to the account.

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.
Click Save to save your changes.

To delete an account

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.

Accounts that can't be deleted

You can’t delete locked accounts—that is, accounts with a locked icon ( ). You also can’t delete accounts that have been used in transactions, or accounts for which you’ve imported bank statements. Instead, you can make these accounts inactive. For more information, see To make an account inactive.

Go to Settings then click Accounts List.
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.
In the accounts list, find the account you want to delete and select it.
Click Delete at the top of the accounts list.

A confirmation message appears.
Click Yes to delete the account.

To make an account inactive

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.

Go to Settings then click Accounts List.
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.
Select the Account is inactive option.
Click Save to save your changes.