Get started

The Dashboard is the first page you’ll see when you sign up with MYOB Essentials <product name?>, and each time you subsequently log in. It provides a simple, easy to read, graphical snapshot of your business as it stands today.

If you need to update the credit card details you use to pay your subscription, you can do this by clicking your business name and choosing Update payment details.<not currently in MYOB X>

For more information about setting up MYOB Essentials, see ???

Set up bank feeds <how in MYOB X?>

Click the Set up bank feeds button on the Dashboard to begin setting up bank feeds for your bank accounts. Bank feeds allow you to automatically import bank transactions directly from your bank into MYOB Essentials, saving you time and ensuring the accuracy of your data.

For more information about how bank feeds can help you manage your business, see Bank feeds.

Sales and Purchases

The Dashboard gives you a detailed snapshot of where your business currently sits, by showing you how much money is coming in and going out of your business. You can click on the totals to go to the page in MYOB Essentials <product name?>that contains more details.

Your most overdue invoices and bills are shown. Click the ellipsis button to see the transaction and the customer or supplier it belongs to.

Create an invoice or bill, straight from the Dashboard by clicking Create invoice or Create bill.

You'll see a graph comparing the last 6 month's sales and purchases with last year. Hover over the bars in the graph to see values.