MYOB Course v19 Introduction Course Online

TARGET AUDIENCE
This course is intended for people who need to know how to use MYOB Basics.

LEARNING OUTCOMES
The skills and knowledge covered in this course are sufficient to help you set up and use a Set of
Accounts, using MYOB for day-to-day transactions

MYOB Overview and Orientation

Getting into MYOB and understanding the Screen
The Command Centre
Finding Transactions
Using the Registers
Displaying a Balance Sheet
Displaying a Profit and Loss
Making sure your data is safe
Using Clearwater accounts to navigate and
familiarise with MYOB screens
Exiting MYOB

Creating a new Company file

Information needed before setting up a new file
Creating a new company file
Selecting an accounts list
Running through the setup wizard
Exiting with a backup
Opening your new company file

The Chart of Accounts

Understanding the meaning of a Chart of Accounts
Analysing the various account groups
Understanding some basic bookkeeping
terminology
Creating new accounts
Editing and deleting existing accounts
Understanding and creating Header and Detail
Accounts
Viewing and changing linked accounts
Changing default credit terms
Checking the Tax Codes
Preparing for Electronic Banking

Opening Balances

Understanding Balance Sheet accounts
Understanding Profit and Loss Accounts
Accounts names and numbers
The Trial balance
Entering Opening Balances

The Card file

Entering new customers and selling details
Entering new suppliers and buying details
Entering new customers + suppliers with Easy Add
Entering customer and supplier opening balances

Working with the Purchases module

Understanding the life-cycle of a purchase
Entering suppliers invoices
Viewing your invoices through the Purchases
Register
Entering a Purchase Order
Emailing Purchase Orders
Converting a Purchase Order to an invoice when
goods are received
Creating and using a Recurring Purchase invoice or
order
Entering Quotes from Suppliers
Converting a Quote to an Order

Paying for Purchases

Seeing your Payables
Locating due dates for payments
Locating a specific order or bill
Making payment to suppliers using Pay Bills
Checking these payments through the Bank
Register

Working with the Sales module

Understanding the life-cycle of a sale
Entering Customers Invoices
Working with different tax types
Entering Freight and Comments
Viewing your invoices through the Sales Register
Changing Credit Terms
Accepting Deposits
Printing or Emailing Invoices
Creating a Cash Customer
Entering a Cash Sale and printing the receipt
Entering a Sales Quote
Creating and using a Recurring Sales invoice or
Quote
Changing a quote to an invoice

Reports

Selecting a report
Printing a report
Simple customisation
Saving a report

Receiving Payments from your

Customers
Receivables
Receiving payments from Customers through
Receive payments
Selecting a payment method
Applying the payment Applying payments to
multiple invoices
Understanding bank deposits
Nominating transactions to deposit
Creating a bank deposit slip
Checking these receipts through the Bank Register
Statements
Creating an Activity Statement
Understanding the Sales Analysis
Viewing Sales Performance

The Banking Module

Viewing all current transactions on the Bank
Register
Understanding the use of Spend and Receive
Money
Using Spend Money
Using Receive Money
Creating and using Recurring transactions in the
Banking Module

Bank Reconciliations

Understanding the Bank Statement
Starting the Bank Reconciliation
Creating an ITS Tax Code for Interest earned
Entering Bank Interest and fees
Printing and understanding the Reconciliation
Report
Completing the Reconciliation

Backups

Understanding Backup and Restore
Performing a backup
Performing a Restore

Please request your free course information pack today! You may also be interested in:

Online MYOB Course