Adding a client business

You can use MYOB Essentials Cashbook to manage multiple client businesses. When you create a new business, you have the option of either choosing a readymade set of accounts. You can also import your own list later on. Of course, you can always add, edit and delete accounts at any time.

Note: System accounts cannot be deleted. There are certain system accounts that are need for MYOB Essentials Cashbook to work correctly. You will not be able to delete these accounts, but you can rename them.

All the settings you choose when you add a business can later be viewed and edited in the Settings menu.

To add a client business

1. Click the My cashbooks icon at the top right. The My cashbooks page appears.
2. Click Add a new business.
3. In the form that appears, enter the Business name, and a valid ABN number (if you’re in Australia) or a GST number (if you’re in New Zealand).

4. Enter a client code to identify the business. The code can be up to 8 characters in length, and can contain alphabets and numbers. No spaces or symbols can be used.

5. Choose how you want to set up your accounts:

   1. You can choose to start with an accounts template, by choosing the relevant option from the Select accounts template list. A template is a set of readymade accounts that you can start with—you can always add, edit and delete accounts later on.

      Tip: To see what accounts are included in a particular template, click the Show template preview link. The account list will appear below.

   2. If you want to import your own accounts list, in the Select accounts template list, choose I want a blank template.

      Note: Blank templates do come with a few system accounts (liability and equity accounts) that are required for MYOB Essentials Cashbook to work correctly.
6. Click Add business.
   If you chose a blank template at Step 4 above, go to Importing an Account list.