You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 41 Next »




How satisfied are you with our online help?*

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

Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

Your business details, like name, address and contact info, are stored on the Business details page. The details entered here will also appear on your quotes, invoices and statements.

You might have entered some business details when you started out with MYOB Essentials, but these can be updated at any time by an MYOB Essentials administrator.


To enter or edit your business details

To enter or edit your business details

  1. In MYOB Essentials, click your business name and choose Business details.
    Settings menu with business details highlighted
    The Business details page appears.

    In the first section of the page
  2. Enter your Business nameTrading nameABN/ACN and ABN Branch (Australia) or IRD/GST number (New Zealand), Phone NumberFax NumberEmail address and Website URL.

    What is the Client code?

    If you export information for your accountant, check if they require your Client code to be entered here in MYOB Essentials.

  3. (Australia only) If 50% or more of your business activity is in the building and construction industry, select the Taxable payments reporting option. Refer to the ATO website for more information.

    In the Street address section
  4. Enter your business’s AddressSuburbStatePost code and Country.
  5. If your business’s postal address is not the same as your business address, select the Postal address is different option. The Postal address section will appear so you can enter your postal details.

    In the Financial year settings and Contact details section
  6. Choose your Financial year period from the list. 

    Need to change your Opening balance date?

    Your Opening balance date is shown here. Your opening balances and opening balance date can be viewed and changed from the Accounts List page.

  7. If you've completed your month-end tasks and want to lock a period of transactions, select the Lock my data up to and including option and choose a date.

  8. Enter your First name and Last name. You can also set the Primary contact for your business.
  9. Click Save when finished.

Can't click Save? Make sure you're an administrator and that you've completed all mandatory details (mandatory fields will be highlighted yellow).


How do I change my MYOB Essentials login email address?

How do I change my MYOB Essentials login email address?

  1. Sign in to my.MYOB (Australia | New Zealand) with your current email address and password.
  2. Go to the My Account menu at the top of the screen and choose Change Login.
  3. Update your login.

Can't change your login via my.MYOB?

An MYOB Essentials administrator will need to create a new user and specify the new email address. An invitation will then be sent to the new email address. Once the new login has been set up, you can delete the old user login.

I've updated my address - why is my old address is still showing on invoices?

I've updated my address - why is my old address is still showing on invoices or statements?

When you set up your invoice and quote settings, you may have chosen to upload a full width header image to show at the top of your invoices. This image may include your old address. If so, create a new image with your current address and upload the new image.

Learn more about uploading a full width header image to your invoices.

How do I change from an MYOB Essentials trial to a subscription?

How do I change from an MYOB Essentials trial to a subscription?

You can subscribe or change your subscription from the Subscription details page. Not using MYOB Essentials yet?

See Subscribing to MYOB Essentials for more information.