Set up the Accounts List to meet your business needs
Enter your opening balances
Congratulations!
This Assistant provides steps that will guide you in setting up your Accounts List.
You can create new accounts, delete or change existing accounts that appear on your list. If you have your own Accounts List, you can import it into MYOB, as well. This Assistant will also give you the opportunity to enter opening balances.
Before you begin, we suggest that you gather all the information you may need to set up your Accounts List, such as a list of your accounts and their opening balances. You may already know this information, or your accountant can provide it.
If you're unsure about any of the terms we've used here, or to learn more about the information you'll need to set up your Accounts List, click Help.
The Accounts List you selected when creating your company file is shown below. You can modify the list to better match the way your business operates.
If you like, you can create new accounts, edit or delete existing accounts. If you have an existing Accounts List, you can import those accounts, as well.
Accounts List
Enter Opening Balances as of:
If this is the first month of your fiscal year, enter amounts for your Asset, Liability and Equity accounts only. If not, enter amounts for all the accounts that are shown.
Enter all the balances as positive numbers, unless the amount is really a negative balance. If an amount is left to be allocated after you've entered all your amounts, refer to Help for more information.
Account Number
Name
Opening Balance
Amount left to be allocated:
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