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Let's get started

Nice work! You’ve picked a ledger workflow and now you’re ready to set up and start using Client Accounting!

Landed on this page without choosing a workflow? Here are some pages to get you up to speed first:

Here’s an overview of everything we’ll cover. Click the pink button at the bottom to step through in the recommended order.

Remember to do a test run of the workflow before doing a live implementation.

MYOB Ledger workflow

Learn how to create a new MYOB Ledger or migrate from an existing ledger.

Learn how to set up and maintain your clients' Asset Registers.

Learn how to create and open workpaper periods. You'll also learn about importing client files and making journal entries.

Learn how to add workpapers, link source documents and enter adjusting journals. You'll also learn about working with assets registers and approving and finalising workpapers.

Statutory Reporter is a reporting engine which lets you create compliant financial statements for non-reporting entities.

Click me to start the workflow! >>