Sales Easy Setup Assistant

Build your customer list

In this step, you'll enter information about each of your customers. MYOB AccountEdge requires that you create a record for each of your customers, but you can choose to keep as little or as much information as you like for these customers.

If you've kept customer information in a spreadsheet, another accounting application or some other software application, you can import that information into MYOB AccountEdge. Otherwise, you can enter the information directly.

New

To add a customer card (Easy Setup Assistant)

Edit

To change a card (Easy Setup Assistant)

Delete

To delete a card (Easy Setup Assistant)

Import

Importing data is a somewhat advanced activity in MYOB AccountEdge. If you don't feel comfortable completing the import procedure, you can contact an MYOB Certified Consultant for assistance. (See the list of Certified Consultants that you received with your MYOB AccountEdge package to find one in your area. You can also refer to the MYOB US website -- http://www.myob.com/us/ -- for a regularly updated version of that list.)

  1. Export the data you want from the software application you've used to create the data and where the information currently is located. Consult the manuals or online help for that application if you're unsure about how to export the data. For example, if you've used a spreadsheet application to track your data in the past, you should use that spreadsheet application to export the information you want to use in AccountEdge. The data you export must be stored in a file, known as an import file, that uses either the Tab-delimited File Format or Comma-separated File Format.

  2. Make a backup of your AccountEdge company file. Although problems don't often occur when you import data, you'll be making changes to your company file that will be difficult to undo. As a precaution, we strongly recommend that you make a backup of your company file before you begin importing information into it.

  3. Return to the Sales portion of the Easy Setup Assistant, and click the Import button in the Build Your Customer List window to begin importing the data.

  4. The Import File window appears. (To import data to AccountEdge)

If you want more information about how individual cards fields are handled during the import process, refer to Cards Fields - Customer.