Just these help pages, not phone support or the product itself
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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
Is the client that the file belongs to already set up in MYOB Practice?
Yes: Link the new file to the client it relates to:
If you don't use MYOB AE/AO in your practice, click the Link to existing client button.
Type the first few characters of the client's name into the Select your client field and select the client.
No: You will need to add the client first:
If you use MYOB AE/AO, create them in your desktop software first. After the client details have synced (it might take a minute or two), refresh the Create file page and select the client.
If you don't use MYOB AE/AO, click the Create a new client button and then enter the client entity type and their name.
Enter the file details, including the business owner’s name and contact details.
Select your payment method. Will your client pay directly or will your practice bill them?
Select an MYOB Essentials product for your client. (You can upgrade easily if the business adds more employees later.)
Need help selecting an MYOB Essentials or Connected Ledger product? See the feature comparison here: Australia | New Zealand
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 selecting the accounts list and entering opening balances. For help with this, see Entering opening balances.