To create a data file while MYOB AccountEdge is running

Note: If you haven’t created your first data file yet

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

If you haven’t already read the Your Data File Overview, see Creating data files for more information.

An MYOB AccountEdge data 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 data file. Make the choice you want; if you choose Yes, AccountEdge begins the backup process. (For more information about backing up data files, see Backing up and restoring data files .)

  3. After you’ve responded to this message, the current data file will close and the first step in the AccountEdge New Data 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 Data 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 Data File Assistant, your new data file will be created, and you’ll be ready to set up your company’s records in the data 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 data file while MYOB AccountEdge is running