To create a company file while AccountEdge is running

Note: If you haven't created your first company file yet

 If you haven't created your first company file yet, you need to complete the AccountEdge setup process. The following instructions assume that you have created your first company file already; if you haven't created your first company file yet, please refer your Getting Started manual for information about creating your first company file.

If you haven't already read the Your Company File Overview, see Creating company files for more information.

An MYOB AccountEdge company file should be open.

  1. Choose New from the File menu.

  2. An alert message may appear, asking you whether you want to back up the current company file. Make the choice you want; if you choose Yes, AccountEdge begins the backup process. (For more information about backing up company files, see Backing up company files.)

  3. After you've responded to this message, the current company file will close and the first step in the AccountEdge New Company File Assistant appears.

  4. Follow the steps that appear on your computer screen. If you need additional information about the answers you'll enter while using the New Company File Assistant, be sure to click the Help button at the bottom of each window in the Assistant.

  5. When you've completed all the steps in the New Company File Assistant, your new company file will be created, and you'll be ready to set up your company's records in the company file.

    Click the Setup Assistant button if you're ready to set up your company's records now. You can use the Easy Setup Assistant to walk you through the major setup tasks you need to perform.

    Click Finish if you wish to set up your records at a later time.

To create a company file while MYOB AccountEdge is running