AccountEdge Overview

Getting started and getting help
Get help right from the product

Easy Set Up Assitant We want your business to succeed, which is why we offer help using AccountEdge every step of the way. Get help from within the software, learn the basics of accounting with MYOB's Accounting 101 Guide, and use AccountEdge's assistants to help you create your company file, set up preferences, and enter opening balances.

The Help menu gives you the choice of going to our website for product help or searching the help files included in AccountEdge. Most windows in AccountEdge also include the Help button, which displays frequently asked questions and instructions related to whatever section of the software you are in when you click the button.

Your User Guide and Getting Started Guide are included on your disk, also accessible from the Help menu within AccountEdge. Of course, you can always seek help from the support section of this website.

Not an accountant?

We include a copy of the MYOB Accounting 101 guide to give those without an accounting background a crash-course in the basics. Read the Accounting 101 Guide.

30 days of introductory and upgrade support

The support section of our web page offers lots of do-it-yourself help, but if you’d rather skip the FAQs, online forum, and other help options, we give you 30 days from the point of purchase to call our experienced software support representatives and get answers to your questions. Give us a call.

Your Company, Your Accounts
Choose from 100 customized business templates

The New Company File Assistant helps you get your company file up and running in minutes. Choose from one of 100 editable business templates to start with a Chart of Accounts that matches your business, or create your own from scratch.


Protect your company file with the Company Data Auditor

The Company Data Auditor found in the Accounts command center lets you keep your important financial information in top condition. Use it to learn important information on your company file like size and location, troubleshoot problem areas such as imbalances in your receivables, and review changes made to the company file (and learn who made the changes).

The Company Data Auditor will help you to locate problem transactions in your company file

Keep your information safe with AccountEdge back up, including back up to .Mac1

Backing up your information is a crucial - but often over-looked - part of managing your business. AccountEdge makes it easy and gives you options: you can back up your company file to disk or to .Mac with AccountEdge 2008.

Back up your financial information to disc or .Mac

Budgets and Reports
Create budgets for this year and next year

AccountEdge makes budgeting more intuitive by allowing budget planning for next year while still in the current year. Budgets can be entered from a single window that displays all balance sheet accounts together on a single window and all profit and loss accounts on another.

Shortcuts allow for the current year budget to be copied into next years budget so that only minor alterations have to be made, rather than spending time starting on a fresh budget screen. Other Shortcuts include automatic calculations of monthly figures based on quarterly numbers or a monthly percentage increase, and the ability to import and export budgets.

Prepare budgets for this year and next year

See the total picture with over 200 reports

Over 200 financial and management reports give you both summarized and detailed information on the state of your business. You can customize your reports to sort and filter information so you get the answers you are looking for, and save your most-viewed reports as favorites in the report menu. Reports can be sent directly to an Excel spreadsheet, or emailed as a PDF with one click.

Over 200 reports keep you in the know
Contact management

Track important customer, employee, and vendor information and sync with Mac OS X Address Book1. Keep contact information, employee details, selling details, jobs, even pictures.


Contact Cards

Use cards to track information on your customers, employees, vendors, and personal contacts. Cards hold a tremendous amount of information, including a billing address and five ship-to addresses, each with three phone numbers, an email address, web address, and fax number. You can attach a picture to each card, and sync your entire card file with Mac OS X Address Book.

Keep important sales details on customers in their customer card

Reminder Log

You can create reminders using AccountEdge's Reminder Log, and then display them by customer card. Remind yourself to follow up with a customer on a sales call by creating a reminder. Then sync your reminders with iCal's To Do list.

Reminder log entries sync with iCal

1Requires Mac OS X 10.4 and later.