Accounts Easy Setup Assistant

Set up the Accounts List to meet your business needs

This window displays the accounts in the accounts list that you selected using the New Company File Assistant. You can use this window to add new accounts, edit existing accounts' names and numbers and delete existing accounts that you don't plan to use. You also can import accounts from another computerized accounting system.

If you haven't already reviewed your existing accounts, do so now. This is an excellent activity to do with your accountant or an MYOB Certified Consultant. Since your accounts are the foundation for the rest of your accounting records, it's important that they are complete and are capable of meeting your individual company's needs.

You can add, edit, delete, import and print an account in this window:

New: See To add an account

Edit: See To change an account's basic information (Easy Setup Assistant)

Delete: See To delete an account or Changing, deleting or inactivating accounts

Import: Importing data is a somewhat advanced activity in MYOB AccountEdge. If you don't feel comfortable completing the following 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 website 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 special file -- known as an import file -- that uses either the tab-delimited file format or the 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 Create Your Customer Cards window to begin importing the data.

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

For information about how individual accounts fields are handled during the import process, refer to Accounts Fields.

Print: If you want to print a list of accounts to show your accountant:

  1. Choose Index to Reports from the Reports menu.

  2. In the window that appears, click the General Ledger tab.

  3. Locate the Accounts List (Summary) report and highlight it.

  4. Click Print to print the report.