Viewing accounts

https://help.myob.com/wiki/x/gq0HAQ

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To view your accounts, click your business name and choose Accounts list.

Settings menu with accounts list highlighted

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 padlock 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.

animation showing switching between old and new accounts list

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.

Accounts list with account number column heading highlighted

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

To search for an account

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.

As you type, the accounts list is automatically populated with the accounts that match your search.

Use sorting in addition to searching

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

(Old accounts list only) 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.

FAQs

How do I stop an account from appearing in my accounts list?

If you have an account which you don't need, you can delete it. You can only delete an account if it hasn't been used in a transaction or if it hasn't been assigned to a stock item.

If you can't delete an account, you can make it inactive. Accounts marked as inactive will remain in your accounts list, but won't be available for selection when entering transactions.

Related topics

Accounts list

Adding, editing and deleting accounts

Entering opening balances

Importing an accounts list

General Journals

From the community

Could not retrieve http://community.myob.com/myob/rss/search?q=accounts+list&filter=labels%2Clocation%2CsolvedThreads&location=category%3AMYOBEssentials&search_type=thread&solved=true - Page not found.

More »

Child pages

To search for an account

FAQs

How do I stop an account from appearing in my accounts list?

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