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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?

MYOB Essentials runs completely in a browser. Learn more

MYOB AccountRight is desktop-based software, but the business details (company file) are stored online. Learn about AccountRight

How to
  1. Click the Create file button on the Online files page of your Accounting dashboard.

  2. Link the new file to the client it relates to. Type the first few characters into the Select your client field and select the client.
    Link a client to the new business

    If the client isn't in the list, you will need to add them first. If you use MYOB AE/AO, create them in your desktop software and the client's details will sync to MYOB Practice Online. If you don't use MYOB AE/AO, you can add clients in MYOB Practice Online.

  3. Enter the file 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?

    Subscription payment options

  5. Select 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 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 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 selecting the accounts list and entering opening balances. For help with this, see Entering opening balances.