Here are some of the questions which over the years we have been asked and which we feel might be useful to you. These FAQ’s are regularly updated.
If there are any questions that you may have, which are not covered below, please do not hesitate to contact us at
You do not need to connect to the Internet when using the MyBusiness package. My Business is a Browser based product, which uses Internet Explorer as a front end. This means that if you choose, you can access the internet from within the MyBusiness software (e.g. to e-mail a contact).
Any alerts to connect to the internet is simply MyBusiness connecting to the server MyBiz creates on your PC and not to the internet. To prevent this from happening Go to Internet Explorer and choose Tools, Connections and Select. Click on the 'Dial whenever a connection is not present' option and press ok.
If the screen you are viewing is a report and has a Preview button press this to view.
Print from the file menu on the browser bar or you can also choose to export to excel or word and print in the usual way.
You can also highlight and select all information then using the file option to print selection.
Please click on the file. This runs through setting up the new VAT code
If you want to add further details you need to select the contact from the contacts menu. Enter the remaining information using the 'Add New' buttons and then press Save.
Please follow the instructions listed in this file
Set-up the credit card company as a supplier in the Contacts area.
Use the pay cash out facility on the books home page selecting the credit card company as the contact. Pay the amount of the bill.
The petty cash account should be treated like your other bank accounts, and set up accordingly. This is a virtual account.
Use the paying money out option on the books home page. Pay money out of the main account to cash. Then use the money in section of the books home page to pay money into the petty cash account. Pay money out from the petty cash account by using the money out section on the books home page. Choose the petty cash account.
This depends upon how many items you sell in each day and whether you record sales of different items with different VAT Codes.
You can put the day’s takings in as a single item. This is fine if there is no VAT, or all items have the same VAT rate. You may be on a flat rate or VAT Retail Scheme.
If you have various items you can set up categories for each e.g. cigarettes, sweets or magazines. Then pay in takings under these categories. (See Q2 to set up categories).
Put each sale in separately if you only have a few “large item” sales each day.
MyBusiness is a browser-based application. You will need to run the program in internet explorer. The installation file is located on the root of the CD – named setup.sit. This is a compressed image of the actual product installer.
To retrieve your username and password, you must send in your script file to support and they will retrieve them for you
Cause: MyBusiness is trying to connect to the server
Causes: A second CD ROM drive letter of some description is attached to the PC
Decide on the date you will be making the changeover. On that date save your cashbook and VAT summary report to a memorable folder/area in your computer.
Go to the Books home page and select Preferences and select the relevant type of VAT accounting. Ensure you talk this through with your accountant.
We recommend that you set-up sub-categories for all your relevant Income and Expense lines.
For example, if you are a retailer you may wish to record sales of different products e.g. books, videos etc.
You can do this within the Books area by selecting Income and Expense categories. Select 'add' against the relevant category.
Remember to select the right category each time a transaction takes place.
If you are using the program for the first time, it may be worth taking a look at our comprehensive guides which can quickly show you how to set up the program. To see our guides please click here
If you are looking to download the NatWest or RBS Business Software please click here.
Speak to one of our support advisors