MYOB Setup & Configuration Training Course

Create a New MYOB Company

  • Creating a new company, 
  • new company accounting info,
  • accounts list and filename, 
  • data entry & record selection options, 
  • contact log,
  • to do list,
  • help, 
  • description of accounts list, 
  • creating and deleting accounts, 
  • entering opening balances

Set Up Your New MYOB Accounting Company

  • Sales layouts, 
  • selling and payment defaults, 
  • linked accounts for sales, 
  • creating customer cards, 
  • historical sales, 
  • purchases setup, 
  • security preferences, 
  • sales preferences

Chart of Accounts and Opening Balances

  • Tax codes, 
  • accounts list (chart of accounts), 
  • edit and delete accounts, 
  • intro to linked accounts, 
  • edit and delete linked accounts, 
  • entering opening balances

Customer and Supplier Cards and Inventory

  • Creating supplier and customer cards, 
  • extra card file details, 
  • supplier bank account details, 
  • creating items, 
  • extra item information, 
  • inventory opening balances, 
  • inventory adjusting balances

Backup and Restore MYOB Datafile

  • Closing and backup, 
  • backup options, 
  • opening your new file, 
  • restoring a backup file

Customise Forms

  • Introduction to customising forms, 
  • invoice form layouts, 
  • tax inc vs tax ex invoice layouts, 
  • text fields vs data fields, 
  • deleting fields and lines, 
  • moving and resizing fields, 
  • customising toolbar, 
  • form properties, 
  • text formatting for fields, 
  • copy and paste logo into form, 
  • inserting a logo image file, 
  • final form customisations

Back to MYOB Training Courses outline    Enrol now

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