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Home

View the homepage, which shows a snapshot of your business.

Sales

Quotes

View the list of quotes created in MYOB Essentials

Invoices

View the list of invoices created in MYOB Essentials.

Items

View a list of your items, which are products or services that you buy or sell.

Create invoice

Create invoices to send to your customers.

Enter customer payment

Enter a payment made by a customer for an invoice.

Create customer return

Create invoice returns—customer credits or refunds for goods returned, services not used or received.

Process customer returns

Apply a customer return to an invoice or refund the money to a customer.

Sales history

See a list of your sales history for a specified period of time.

Customer statements

Send statements to your customers showing their current balance.

Expenses

View expenses

View the list of expenses recorded in MYOB Essentials.

Enter expense

Enter expenses—expenses are purchases and bills related to your business suppliers.

Enter supplier payment

Enter a payment for an expense.

Create supplier return

Create a return for a supplier—returns are credits or refunds for goods returned, services not used or received.

Items

View a list of your items—products or services that you buy or sell.

Banking

Bank transactions

View all the bank transactions that have been brought in on bank feeds or imported manually using bank statements.

Bank reconciliation

Manually reconcile transactions that won’t be matched to an imported bank transaction.

Manage allocation rules

Set up the rules you use to automatically allocate imported bank transactions.

Set up bank feeds

Apply for and manage your bank feeds.

Spend money

Enter withdrawals and payments that are not associated with your business suppliers.

Receive money

Enter deposits received from sources other than customer sales.

Transfer funds

Record any transfers you’ve made from one bank account to another.

Transaction history

View transactions on each of your bank accounts over a specified period.

Contacts

View contacts

View a list of your contacts—customers, suppliers, employees or general contacts.

Create contact

Create contacts.

Payroll

Enter pay

Open the pay centre screen, where you can select dates and employees, and do the pay run.

Employees

View a list of your employees.

IRD monthly returns [NZ only]

Print the reports you need to lodge with the IRD each month—Employer deductions (IR345), Employer monthly schedule (IR348) and KiwiSaver employee details (KS1).

Past pay runs

View, print or email individual employees’ payslips and view a summary of each of your past pay runs.

Payroll summaries

View a summary or detail report of your payroll over a specified period of time.

PAYG payment summaries [AU only]

Produce PAYG payment summaries for your employees and lodge them electronically with the ATO.

Payroll settings

View and change your payroll settings, including which bank account you use to pay wages, payslip display options, and payslip email settings.

Reports

View reports

View a list of MYOB Essentials reports.

Help & Support

View this help centre. The help centre will open at a help topic that is relevant to your current MYOB Essentials page.