Setup

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 FirstEdge'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.

Personalizing your company file

Choose features and preferences that will customize MYOB FirstEdge to suit the way you work.

Using master passwords

You can use a security system based on a master password that is used to control access to the entire FirstEdge system. You can have only one master password in a single company file. Using a master password is optional.

Using shortcuts

Use the topics in this section to learn about tools provided by MYOB FirstEdge to help you decrease the time it takes to enter transactions.

Upgrading your company file

Upgrading enables you to use the company file from an earlier MYOB product with FirstEdge v3. When you upgrade, your company information is transferred to a new file that is compatible with FirstEdge v3.

Using tax codes

Learn to use tax codes, each of which represents a particular rate that is used to calculate tax on your transactions.

Using the MYOB QuickBooks Conversion Assistant

Learn how to obtain the QuickBooks Conversion Assistant -- a free conversion utility. Using the assistant, you'll easily convert your QuickBooks data file to an MYOB company file.

For a complete list of related topics, see Setup Topics List.