Setup
This section shows you what you need to do to set up your company file in your MYOB software
so you are ready to record transactions. It also
introduces you to the Easy Setup Assistant in your MYOB software. From here
you are able to perform various setup tasks, from setting up your accounts list
(chart of accounts) to setting up records for customers, suppliers and employees.
The topics covered in this section are summarised in the Key Topics list below. To view our
step-by-step instructions and screen illustrations of a particular topic, just click on that topic link now.
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Key Topics
Before you are able to set up an accounts list in your MYOB software, you first need to set up the tax codes that
you will use when setting up your accounts. This topic shows you how!
Whether you are setting up your accounts list for the first time or just need to make a small change
to match your business' changing needs,
this topic shows you how to add, modify or delete a general ledger account from your accounts list
(chart of accounts). It also shows you how to change the level of an account should the need arise.
If you are transferring your existing accounting records from another accounting system
into your MYOB software for the first time, after setting up your accounts list you will need
to enter the beginning balances of the accounts into your MYOB software. This topic shows you how!
This topic shows you how to set up default sales information that applies to your customers,
to prepare you to be able to add a customer record into your MYOB software.
This topic shows you how to add a customer into your MYOB software so you are
ready to record transactions relating to that customer. It also shows you
how to modify or delete customer records in case you ever need to do this.
This topic shows you how to set up default purchases information that applies to your suppliers,
to prepare you to be able to add a supplier record into your MYOB software.
This topic shows you how to add a supplier into your MYOB software so you are
ready to record transactions relating to that supplier. It also shows you
how to modify or delete supplier records in case you ever need to do this.
This topic shows you how to set up basic information that applies to all of the employees
in your business,
to prepare you to be able to add an employee record into your MYOB software.
This topic shows you how to add an employee into your MYOB software so you are
ready to record transactions relating to that employee. It also shows you
how to modify or delete employee records in case you ever need to do this.
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If you are looking for instructions on how to:
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