Easy Setup Assistant window

Set Up AccountEdge

Once you've created a new company file, you need to set up the company file so it contains information specific to your business. If you want, you can do all your setup tasks manually, or you can use the Easy Setup Assistant to walk you through the setup process. Since the Easy Setup Assistant provides you with all the major setup tasks you need to perform, we recommend that you use the assistant to ensure your system is fully set up.

The Easy Setup Assistant can be used at any time, and as many times as you want with the same company file. You can also stop the setup process at any time and return to the assistant when it's most convenient for you.

To begin setting up a particular section of MYOB AccountEdge, click the one of the five buttons that represents the section you want to set up:

Each of these buttons will take you through a series of guided setup steps. If you need help as you complete these setup steps, be sure to click the Help button again.

You can navigate through these windows in two ways:

  1. Click the Next or Back button to open the next or previous window.

  2. In the list of window names, click the button next to a window name to open that window.

Basic information to know before you start

Before you start using the Easy Setup Assistant, it's a good idea to know basic information about your company, because you'll need to enter it while you use the assistant. (If you have an accountant who tracks the details of your company's business, he or she will know the answers to the questions.)