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


 

 

MYOB Ledger is designed to replace all your current general ledger software by combining them into a single workflow.

If you have an existing MAS, Accounts or AO Classic General Ledger for your client you can move your data to an MYOB Ledger using the migration function. If you do not have a ledger for your client, you can begin processing your client data in a brand new MYOB Ledger.

You will only need to create or migrate an MYOB Ledger once for your client. In future years, you will only need to add a new period.

Before you begin

  • set up MYOB logins
  • enabled MYOB Ledger for your practice
  • given your employees access to the MYOB Ledger website

You are then ready to create or migrate an MYOB Ledger. Here's what we recommend:

Choose to migrate or create an MYOB Ledger

If your client...

We recommend...

Go to...

Has an existing client ledger such as:

  • AO Classic General Ledger
  • Accounts or
  • MAS

Migrating to MYOB Ledger to bring in the comparatives.

Migrate to MYOB Ledger

GO >>

Is a new client or has no existing ledger

Creating a new MYOB Ledger.

Create a new MYOB Ledger

GO >>

Is an established business that changed accountants
  1. Create a new MYOB Ledger for the comparative year (for example, 2015 year).
  2. Create a new period and enter the comparative year (2015 year) closing balance.
  3. Create a new period for the current year and import or enter the current year movements (2016 year).
 

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