Adding customers

You can add a customer from three places in MYOB:

• Go to the Contacts menu and choose Create contact.
• Go to the Contacts menu and choose View contacts, then click Create Contact.
• Click Create customer from the Customer list when entering an invoice.

However you create your contacts, you'll be able to record the customer's details using as much or as little detail as you like. The only information required is the type of contact (customer, supplier or personal), the customer's name and a unique identifier (like a customer ID). For more information see Viewing and entering contact information.

Importing customers

If you’ve previously used a different MYOB product, like MYOB BusinessBasics, MYOB AccountRight or MYOB Essentials, you can export customer information from your company file and import into MYOB.

For more information, see Import/Export.

Customers with an opening credit balance

If you're adding a customer who has a credit balance, create the customer as described above then create a create a customer return to record their credit balance. When creating the return you'll need to allocate the amount to an account. This will be specific to your business, so check with your accounting advisor if unsure.