When you start using MYOB Essentials, there are a few tasks you should do to make sure it's set up correctly for your business's needs.

Sign up to MYOB Essentials

Before you can start using MYOB Essentials, you need to sign up and create a business. See Sign up to MYOB Essentials.

Basic setup

The first time you log in to MYOB Essentials, your Dashboard shows a list of basic setup tasks. You can complete these tasks in any order, but it's best to at least set up your business details and your GST settings before entering invoices or quotes, and to enter your opening balances before running reports.

For more details on completing the basic setup, see Basic setup.

Additional setup

In addition to the basic setup tasks, there are a few other areas you might need to set up. Some of these (like entering unpaid invoices and bills) only apply if you are already in business before starting to use MYOB Essentials. Others will help you manage your business more efficiently or make your invoices and quotes look more professional.

For more information, see Additional setup.

Add users or businesses

If you want to allow others to access and work on your MYOB Essentials business, you can set them up as additional users. All users will have full access to your MYOB Essentials business, including entering transactions, making changes and viewing your business information. For more information about setting up additional users, see Users.

If you want to give your accountant or bookkeeper access to your MYOB Essentials business, you can invite them to your business. When they accept, they'll have full access to your MYOB Essentials business, including entering transactions, running reports, viewing data and making changes. See Invite your accountant.

If you've got more than one business that you'd like to manage with MYOB Essentials, you can manage all your businesses using the same username. See Using multiple businesses.

Start using MYOB Essentials

You can start entering transactions in MYOB Essentials before you've finished all the setup tasks. Some of the first transactions you might want to enter are:

• Create your first invoice—track the sales you make to your customers, and keep on top of what you're owed and when payment is due. See Creating, editing and deleting invoices.
• Create your first bill—track what you buy from your suppliers, and keep on top of what you owe and when it's due. See Creating, editing and deleting bills.