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It’s easy to set up an MYOB Essentials business. You just need to know a few client details (like their business name and phone number), and how many employees they have (this will help you choose the right product).

You’ll also need to consider who is paying — is it your practice or your client?

How to
  1. Click the Create a business button on the Online businesses page of your Accounting dashboard.
  2. If you use MYOB AO/AE, link the new business to the MYOB AO/AE client it relates to. Select the client from the list by typing the first few characters into the Select your client field.
    You can only choose a client who is not already linked to a business.

  3. Enter the business details, including the business owner’s name and contact details.

  4. Select your payment method. Will your client pay directly or will your practice bill them?

  5. Pick an Essentials product for your client, as follows. (You can upgrade easily if the business adds more employees later.)

    If your client has...Select...
    Two or more employeesEssentials: Accounting + Payroll
    Fewer than two employees (or you're not sure)Essentials Accounting
    Fewer than two employees, doing a small number of transactionsEssentials Accounting Starter
    Fewer than two employees, and a small number of clients and transactionsEssentials Connected Ledger

    If you're in New Zealand, you'll also have the option to select a 'payroll only' product, Essentials Payroll, to pay your employee(s) and track payroll.

  6. Click Continue.

  7. Click Create business. The business now appears in your list of online businesses. Can't see it? Give it a moment or two and it'll appear. You'll also notice a new tab (or window) in your browser. Here you can finish setting up the business by select the accounts list and entering opening balances.

 

 

 
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