To enter new customer information in MYOB Accounting Plus
Sales Easy Setup Assistant > Build your customer list > To enter new customer information in MYOB Accounting Plus

Use these instructions to enter information for your customers if you haven't been tracking this information in another software programme and don't plan to import your customer information. Repeat these steps for each of your customers.

  1. Click the New button to display the Profile tab on the Card Information window.
  2. Use the Designation list to indicate whether this customer is an individual person or a company.
  3. Enter the customer's name. If the customer is an individual, enter both a first name and a last name for the person.
  4. You can assign a card ID to the customer record if you like. Card IDs can be used to customise information on reports and to distinguish between customers who have the same name. The ID you assign to each customer must be unique; that is, the same ID can't be used for more than one card.
  5. Enter contact information for the customer, including the customer's address, a delivery address (if different from the customer's main address), phone and fax numbers, an email address and a World Wide Web URL. You can enter information for up to five addresses for each customer.
  6. In the Salutation field, enter a name or title you wish to use in the greeting of a personalised letter for the person or company whose card you're viewing. For example, if you want to greet a customer named Kara Watanabe as "Kara", enter Kara in this field. The personalised letters you create for Kara Watanabe will begin with "Dear Kara".
  7. If you're entering information about a business and there's a particular person you work with there, enter that person's name in the Contact field.
  8. Click the Selling Details tab.
  9. Most of the entries in the Selling Details view are filled in for you automatically, using the entries you made in earlier steps in the Easy Setup Assistant. Make any necessary changes, and enter a tax ID number.
  10. Review the fields on the Card Details and Payment Details views. The Card Details view allows you to include a picture of the customer in your records, write extended notes, assign identifiers to the customer and enter other information you deem important using custom fields and lists. The Payment Details view allows you to specify the payment type used most often by the customer. If you select a debit card or credit card, you can enter detailed card information, as well.

When you're satisfied with your entries for this customer, click OK.