MYOB Course v19 Introduction

MYOB Course v19 Introduction

Course Code
Payment Options
Upfront & Payment Plans
Online & Correspondence
100 Hours

Learning Cloud offers short to advanced MYOB courses. MYOB courses are basically designed for people who need to know how to use MYOB Basics

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


  • 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 


  • Understanding Backup and Restore 
  • Performing a backup 
  • Performing a Restore 

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