Add clients

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

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If you're an MYOB Partner

When you take on a new client, you can create a client record for them in Practice Online, so their contact information and file details are all within easy reach.

Note that the client list is shared with all users in your practice. You also can't delete clients at the moment, but we're working on adding this feature in a future release.

To create a client

This procedure is only for MYOB Partners who don't use MYOB AE/AO.

Click Clients in the sidebar, and then click Create client.
Select the client type – whether they’re an individual, company or other organisation.
Enter the client’s name and contact details.

You can click the email address to create a new email with your device’s default mail application. If you’re accessing the client’s details from a phone, or have software such as Skype on your PC, you can click the phone number to quickly make a call.
(Optional) Assign a code to the client. This comes in handy when you have clients with similar or identical names. You can search for a client by name or code in most lists. For example, if you have two clients named Mark Webber, you can assign them unique codes, such as MW1 and MW2 to distinguish them.
Click Create.
If the client’s AccountRight or MYOB Essentials file is listed on the Transaction processing page, you can now link this client to their file. Learn more.

If you use MYOB AE/AO

The contacts you've set up in your MYOB AE/AO desktop software will appear in the Clients list in MYOB Practice Online. You can't create or edit client details in Practice Online, but any changes you make in your practice desktop software will sync automatically, so you're always viewing the most up to date information.

If you have a new client, or want to link an MYOB Essentials or AccountRight business to a client who doesn't appear in MYOB Practice Online, you'll need to create the contact in your MYOB AE/AO desktop software first.

If your MYOB AE/AO clients aren't appearing in MYOB Practice Online, check that contact migration is turned on.

Related topics

Clients and portals

My List

Sync with your contacts

Create client portals