Double click on on your MYOB shortcut icon situated on your desk leading and decide on Create a new company file.
This delivers you to the new Company File Assistant window. Click on on Subsequent. Enter your 12 digit MYOB product or service serial selection (which is situated on the inside of your CD sleeve). If you do not have your product or service serial selection, this can be extra afterwards when you sign up and activate your product or service.
The fields with an asterisk * are fields that have to be entered in purchase to continue. The other fields can be extra at a afterwards day.
Enter your Company Name and any others you decide on – click on Subsequent.
Fill in your accounting calendar year aspects – Present Money Yr, Final Thirty day period of your Money Yr, the Conversion Thirty day period – this is the month you decide on to start off working with MYOB to file your business transactions.
This does not essentially mean the present month it could be a month prior to now. For illustration, it may be July that you decide on to put in MYOB but you want to file all transactions from the beginning of your Money Yr, which may be April. This would mean you would enter all transactions from April up to the present month.
At last, enter the Range of Accounting Periods you want to use. Most corporations use 12 accounting periods but a couple use a 13th period to file changing transactions. Click on Subsequent.
Study this window as after you click on next, you can not transform the Accounting Data you have entered. Click on Subsequent.
Establish your accounts checklist – This window presents you possibilities of how you want to develop your accounts checklist. The most common selection is to decide on just one of the default lists provided by MYOB.
You can also choose to import a checklist of accounts provided by your accountant following generating your business file or to develop your own following you start off working with business file. No make any difference which assortment you decide on, you are able to transform the account codes at a afterwards day. I have picked out the common selection to start off with just one provided by MYOB. Click on Subsequent.
Pick out your accounts checklist. In the fall down box, decide on the Marketplace Classification that very best fits your business. In the Type of Business fall down box, selected the business that most closely fits yours. Click on Subsequent.
Create your business file – examine that your Company Name is appropriate as you have the selection to go again and transform it if required. If all is in purchase click on Subsequent.
Summary – your business file is now made and you have the selection to click on Setup Assistant to proceed customizing your business file or click on on the Command Centre to open up your file and start off entering your transactions. Established Up Assistant can be tailored at a afterwards day.
Click on Command Centre – Welcome to your Company File – you are now able to commence entering aspects of your customers and suppliers in the Card File and any other transactions in the numerous command centres.