MYOB Introduction Course Overview

• Start, navigate and exit MYOB
• Use MYOB’s help system to receive assistance
• Create a new company file in MYOB
• Modify a chart of accounts to suit specific business needs
• Enter account opening balances into a new company file
• Enter historical balances for customers and suppliers
• Enter customer and supplier details in MYOB’s card file
• Setup inventory for a new company file
• Make purchases from suppliers
• Pay for purchases that have been made from suppliers
• Make sales to customers
• Deal with more complex invoicing matters
• Record customer payments
• Work with inventory on a day to day basis
• Write cheques to make payments
• Perform a bank reconciliation
• Produce a variety of business related reports
• Understand how MYOB is used to track GST reports
• Use MYOB’s BASlink to produce a BAS

Specific Topics: MYOB Introduction Course

Basic Orientation

1. Overview of MYOB
2. Starting MYOB from Windows
3. The MYOB Screen
4. Navigating the Command Centre
5. Working with the Command Centre
6. Finding Transactions
7. Company Viability
8. Exiting MYOB
9. Other Things to Know About MYOB

Getting Help in MYOB

1. Help Overview
2. Obtaining Context Sensitive Help
3. Searching for Specific Help
4. Learning about MYOB

Creating a New Company File

1. Getting Ready for MYOB
2. Creating a New Company File
3. Activating Your Company File

Chart of Accounts

1. Chart of Accounts Overview
2. Starting MYOB with A Specific File
3. Modifying Existing Accounts
4. Header and Detail Accounts
5. Deleting Accounts
6. Linking Accounts
7. Checking Tax Codes
8. Preparing for Electronic Banking

Opening Balances

1. Opening Balances Overview
2. Entering Opening Balances
3. Opening Balances
4. Checking Your Balance Sheet
5. Checking Your Profit and Loss

Historical Balances

1. Historical Balances Overview
2. Changing Update Preferences
3. Entering Customer Balances
4. Entering Supplier Balances

Cards

1. Cards Overview
2. Entering Customer Details
3. Entering Supplier Details
4. Changing Credit Terms
5. Choosing a Form Layout

Setting up Inventory

1. Overview of Inventory
2. Entering Inventory Items
3. More Complex Items
4. Counting Stock and Adjusting Inventory

Purchasing

1. Purchasing Overview
2. Entering Bills from Suppliers
3. Raising a Purchase Order
4. Printing Purchase Orders
5. Receiving Items on Order

Paying For Purchases

1. Payments Overview
2. Determining the State of Your Payments
3. Finding Due Dates
4. Locating a Specific Order or Bill
5. Making Payments

Selling

1. Sales Overview
2. Creating an Item Invoice
3. Checking the Sales Journal
4. The Invoice from Hell
5. Printing Invoices
6. Printing Another Invoice
7. Reprinting an Invoice
8. Entering Cash Sales

Invoicing Techniques

1. More Invoicing Techniques
2. Placing Items on Back Order
3. Creating a Service Invoice
4. Viewing Your Invoices
5. Raising a Credit Note
6. Settling the Credit

Receivables

1. Receivables Overview
2. Applying Payments
3. Applying Payments to Multiple Invoices
4. Preparing a Bank Deposit Slip
5. Printing an Invoice Statement
6. Printing an Activity Statement
7. Analysing Sales Performance

Working with Inventory

1. Inventory on a Day to Day Basis
2. Creating an Auto-Build Item
3. Checking Inventory Status
4. Auto-Building Inventory
5. Fulfilling Backorders

Cheques

1. Banking Overview
2. Writing Cheques
3. Recurring Cheques
4. Using a Recurring Cheque
5. Printing Cheques
6. Receiving Money

Reconciliations

1. Reconciliation Overview
2. Producing a Reconciliation Report
3. Accounting for Government Fees
4. Bank Statements and the GST
5. Performing a Reconciliation

Reports

1. Overview of Reports
2. Generating Reports
3. Customising Reports
4. Changing Orientation
5. Profit & Loss Report
6. Reporting in Microsoft Excel

MYOB and the GST

1. GST Overview
2. Tax Inclusive Transactions
3. Examining Tax Codes
4. Withholding GST
5. Examining GST Accounts
6. Running GST Reports

Business Activity Statement

1. Business Activity Statement Overview
2. Preparing To Use BASlink
3. Creating Additional GST Account Numbers
4. Running Pre-BAS Reports
5. Setting up BASlink
6. Entering Values Directly
7. Calculating Your Income Tax
8. Calculating Your Obligations
9. Creating the BAS Transaction
10. Making the Tax Payment

Printable Brochure
Self-Assessment Checklist
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