MYOB Essentials

Introduction

MYOB is a powerful accounting and inventory software designed specifically for small and large businesses. Students will learn the essential features of MYOB in this course, from the Command Centre to invoicing and processing payments. Furthermore, learn how to create suppliers and customer records, design forms for invoices and purchase orders, pay bills, and more.

Course Outline

  1. Getting Started
    • Introduction
    • Creating a company file
    • Preferences
    • MYOB ommand Centre
    • Tax codes
    • Opening existing files
    • Help centre
  1. Accounts List
    • Designing accounts lists
    • Account details
    • Creating accounts
    • Moving accounts to different levels
    • Deleting accounts
    • Linking accounts
    • Account opening balances
    • Trial balance report
    • Accounts and opening balances
  1. Cards
    • Overview
    • Customer and supplier cards
    • Creating and deleting cards
    • Searching cards
  1. Historical Balances
    • Customer historical balances
    • Supplier historical balances
    • Entering customer historical balances
  1. Initial Bank Reconcillation
    • Overview
    • Initial bank reconcillation
  1. Backup and restore
    • Overview
    • Backing up a company data file
    • Restoring and closing company data file
  1. Spending money from cheque account
    • Overview
    • Banking preferences
    • Spend money transactions
    • Recurring transaction templates
    • Using recurring transactions
    • Bank charges
    • Merchant fees
    • Viewing transaction
    • More spend money payments
  1. Invoicing
    • Overview
    • Sales preferences
    • Creating service invoices
    • Creating quotes and orders
    • Changing sales status
    • Viewing sales information
  1. Recording customer payments
    • Overview
    • Recording full customer payments
    • Recording partial customer payment
    • Reviewing payments
    • Customer statements
  1. Entering and paying bills
    • Overview
    • Purchase preferences
    • Purchase orders and converting to bills
    • Recording bills
    • Supplier balances
    • Paying bills
    • Sending remittance advices
    • Finding purchase transactions
    • Entering and paying bills
  1. Receipting cash sales
    • Recording cash sales
    • Viewing cash receipts
    • Receipting cash sales
  1. Reconciling the cheque account
    • Overview
    • Viewing cash receipts
    • Preparing bank deposit
    • Matching transactions against bank statements
    • Bank charges and interest
    • Reconciling the cheque account
    • Printing the bank reconciliation report