When you start using MYOB Essentials, there are a few tasks you should do to make sure it's set up correctly for your business's needs.

Sign up to MYOB Essentials

Before you can start using MYOB Essentials, you need to sign up and create a business. See Sign up to MYOB Essentials.

Basic setup

The first time you log in to MYOB Essentials, your Dashboard shows a list of basic setup tasks. You can complete these tasks in any order, but it's best to at least set up your business details and your GST settings before entering invoices or quotes, and to enter your opening balances before running reports.

For more details on completing the basic setup, see Basic setup.

Advanced setup

In addition to the basic setup tasks, there are a few other areas you might need to set up. Some of these (like entering unpaid invoices and expenses) only apply if you are already in business before starting to use MYOB Essentials. Others will help you manage your business more efficiently (bank feeds) or make your invoices and quotes look more professional (add a logo).

Start using MYOB Essentials

You can start entering transactions in MYOB Essentials before you've finished all the setup tasks. Some of the first transactions you might want to enter are:

• Create your first invoice - track the sales you make to your customers, and keep on top of what you're owed and when payment is due. See Creating, editing and deleting invoices.
• Enter your first expense - track what you buy from your suppliers, and keep on top of what you owe and when it's due. See Creating, editing and deleting expenses.