Creating an Essentials business

https://help.myob.com/wiki/x/7YzMAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

It’s easy to set up an MYOB Essentials file. 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?

Want to create an AccountRight file instead? See Creating an AccountRight business.

How to

Click the Create file button on the Online businesses page of your Accounting dashboard.
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.
Enter the file details, including the business owner’s name and contact details.
If you have linked a client, the business name will be filled in for you, but you can change it if it isn't right.
Select your payment method. Will your client pay directly or will your practice bill them?

Pick an MYOB 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 employees	Essentials: Accounting + Payroll
Fewer than two employees (or you're not sure)	Essentials Accounting
Fewer than two employees, doing a small number of transactions	Essentials Accounting Starter
Fewer than two employees, and a small number of clients and transactions	Essentials 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.

Click Continue.
Click Create file. The business now appears in your list of online files. 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.

Related topics

Opening an Essentials business

Creating an AccountRight business

Filtering your online businesses

Page tree

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax