Setup

Use these topics to create and prepare your MYOB BusinessBasics company file for everyday use. Setup tasks ensure that your everyday tasks in BusinessBasics will be much faster and easier to do, and that your reports will be accurate and informative.


Creating a company file
Your company file is used to store all the details about your business -- customer lists, items, invoices and the like. (If you keep books for more than one business, you may have two or more company files.) MYOB BusinessBasics's New Company File Assistant makes creating your company file easy.

Setting up your company
After you've created your company file, use the Easy Setup Assistant to add general information about your company, your customers, items and the like.

Setting your BusinessBasics preferences
Choose preferences that will customize BusinessBasics to suit the way you work.

Creating and using passwords
If other people will be working with.BusinessBasics -- or will have access to your computer -- consider setting up passwords to protect sensitive company information. You can create passwords that excludes parts of BusinessBasics from part-time salespeople, while allowing yourself access to all parts of the system.

Accounting 101
If you're new to accounting principles or you'd like to brush up your basic accounting skills, read our Accounting 101 tutorial, which is provided in PDF format for easy printing. The tutorial includes essential accounting concepts and a glossary of common terms you might encounter in the Learning Center and elsewhere.