Viewing accounts

https://help.myob.com/wiki/x/ag6y

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To view your accounts, open the Accounts list page accessed via the settings menu.

The Accounts list page lists all of your accounts. For each account, the account number, account name, account type, tax rate and current balance is listed. Locked accounts are represented by an icon ( ).

The new Accounts list

We've improved the layout of the Accounts list, and added great new features like easier account editing and sorting.

Feeling nostalgic for the old accounts list? Click Back to the old accounts list to switch versions. On the old version, click Switch to the new accounts list if you want to go back.

Accounts are grouped in the list according to their type (income, cost of sales, etc.). You can sort your accounts within each account type by clicking Account number.

To find an account on the old accounts list, you can use the search feature.

To search for an account (old accounts list only)

In the search field ( ), enter part of a number or word relating to the account you’re trying to find.

For example, you can enter part of the account number, the account name, the account type, the tax rate or the current balance.

When you press Enter, the list is populated with the accounts that match your search term.

Use sorting in addition to searching

If searching gives you a large number of results, try sorting by one of the columns. Note that accounts will remain grouped according to type, and will be sorted within these groups.

To hide the accounts for an account type, click the minus icon to the left of the account type ( ). To view the accounts again, click the plus icon ( ). To view inactive accounts, click Show inactive accounts at the top of the list.

Related topics

Accounts list

Adding, editing and deleting accounts

Entering opening balances

Importing an accounts list

General Journals

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