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Your business details, like your organisation's name and contact info, are stored on the Business details page. Some of these details will appear on your quotes, invoices and statements.

You might have entered some business details when you started using MYOB Essentials <what's the product name?>. If you need to add more details or change what's there, a user with Administrator access can do it at any time.

 

To enter or edit your business details

To enter or edit your business details

  1. Click your business name and choose Business details. The Business details page appears.

  2. Enter your organisation's name and tax/GST details.<what's mandatory?>

    What is the Client code? <is this still applicable in MYOB X?>

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

  3. Enter your contact details. <what's mandatory?>

    Your Financial year details were set when you started using <what's the product name?> and can't be changed. 

    Need to change your Opening balance date? <is this still possible in MYOB X?>

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

  4. When you're done, click Save.

 
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