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MYOB AccountRight Essential Training

with Elizabeth Haverfield

Video: Welcome

Learn how to start customer and supplier accounts, create invoices, process payments, and pay bills with MYOB AccountRight.
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  1. 2m 36s
    1. Welcome
    2. Installing MYOB onto a Windows or Mac computer
    3. Using the exercise files
  2. 22m 21s
    1. Case study overview
      4m 40s
    2. Creating a company file
      4m 2s
    3. Setting up preferences
      3m 50s
    4. Navigating the MYOB AccountRight Command Centre
      4m 10s
    5. Viewing the setup of tax codes
      2m 32s
    6. Opening an existing data file
      1m 24s
    7. Using the Help Centre
      1m 43s
  3. 16m 43s
    1. Designing the Accounts Lists
      2m 31s
    2. Changing account details
      1m 42s
    3. Creating an account
      2m 4s
    4. Moving accounts to different levels
    5. Deleting an account
      1m 14s
    6. Linking accounts
      3m 21s
    7. Entering account opening balances
      2m 29s
    8. Viewing and printing a Trial Balance report
    9. Challenge: Accounts and opening balances
    10. Solution: Accounts and opening balances
  4. 17m 50s
    1. Overview of cards
      1m 7s
    2. Adding customer cards
      7m 6s
    3. Adding supplier cards
      4m 57s
    4. Challenge: Creating cards
      1m 0s
    5. Solution: Creating cards
    6. Deleting cards
      1m 13s
    7. Searching cards
      1m 55s
  5. 3m 56s
    1. Customer historical balances
      2m 9s
    2. Supplier historical balances
    3. Challenge: Entering customer historical balances
    4. Solution: Entering customer historical balances
  6. 7m 53s
    1. Overview of the initial bank reconciliation
      1m 54s
    2. Preparing for the initial bank reconciliation
      3m 59s
    3. Performing the initial bank reconciliation
      2m 0s
  7. 5m 15s
    1. Overview of backing up and restoring a company data file
      1m 14s
    2. Backing up a company data file
      2m 27s
    3. Restoring and closing a company data file
      1m 34s
  8. 21m 13s
    1. Overview of spending money from the cheque account
      1m 33s
    2. Banking preferences
      2m 47s
    3. Recording Spend Money transactions
      3m 0s
    4. Creating recurring transaction templates
      4m 17s
    5. Using a recurring transaction
    6. Recording bank charges
      2m 51s
    7. Using recurring transactions for merchant fees
    8. Viewing transactions
      3m 11s
    9. Challenge: More Spend Money payments
      1m 15s
    10. Solution: More Spend Money payments
  9. 23m 15s
    1. Overview of invoicing a service customer
      1m 26s
    2. Sales preferences
      3m 23s
    3. Creating service invoices
      6m 33s
    4. Creating service quotes and orders
      5m 40s
    5. Changing the status of sales
      3m 0s
    6. Viewing sales information
      1m 33s
    7. Challenge: Invoicing service customers
    8. Solution: Invoicing service customers
  10. 11m 39s
    1. Overview of recording customer payments
      1m 4s
    2. How much do customers owe?
      3m 15s
    3. Recording full customer payments
      1m 57s
    4. Recording a partial customer payment
      1m 1s
    5. Reviewing customer payments
      2m 0s
    6. Customer statements
      1m 13s
    7. Challenge: Customer payments
    8. Solution: Customer payments
  11. 21m 8s
    1. Overview of entering and paying bills
      1m 53s
    2. Purchase preferences
      4m 13s
    3. Entering purchase orders and converting them to bills
      5m 0s
    4. Recording bills to be paid
      1m 58s
    5. Viewing supplier balances
      2m 36s
    6. Paying bills
      1m 34s
    7. Sending remittance advices
      1m 5s
    8. Finding purchase transactions
      1m 27s
    9. Challenge: Entering and paying bills
    10. Solution: Entering and paying bills
  12. 4m 27s
    1. Recording cash sales
      2m 1s
    2. Viewing cash receipts
      1m 8s
    3. Challenge: Receipting cash sales
    4. Solution: Receipting cash sales
  13. 14m 31s
    1. Overview of reconciling cheque accounts
      1m 34s
    2. Viewing the cash receipts
      1m 24s
    3. Preparing a bank deposit
      3m 12s
    4. Matching transactions in MYOB AccountRight against a bank statement
      3m 32s
    5. Bank charges and interest
      2m 10s
    6. Reconciling the cheque account
      1m 20s
    7. Printing the bank reconciliation report
      1m 19s
  14. 1m 56s
    1. Next steps
      1m 56s

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MYOB AccountRight Essential Training
Video duration: 0s 2h 54m Beginner


MYOB AccountRight is an accounting and inventory solution designed specifically for small businesses. Learn everything you need to know about the features of AccountRight in this course, from navigating the Command Centre to invoicing customers and processing payments. Author Elizabeth Haverfield shows you how to add opening balances, create supplier and customer records, design a service form for invoices or purchase orders, process payments, pay bills, and back up your data.

Topics include:
  • Creating a company file
  • Setting up tax codes
  • Adding accounts
  • Creating customer and supplier cards
  • Performing a bank reconciliation
  • Recording transactions
  • Invoicing a customer
  • Processing payments
  • Entering and paying bills
  • Recording cash sales
  • Reconciling check accounts


Hi, I'm Elizabeth Haverfield, and I'd like to welcome you to MYOB AccountRight Essential Training. During our course, I will show you how to navigate within MYOB AccountRight command centers. Create a new company file for your business. View the setup of tax codes. Use and design the account list and enter the opening account balances. We'll add customer and supplier cards and enter their historical balances too.

Perform an initial bank reconciliation and backup and restore your company file. Enter invoices, cash receipts and bills. And also complete a bank reconciliation. So let's get started.

Find answers to the most frequently asked questions about MYOB AccountRight Essential Training .

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Q: Where can I download MYOB software? The link shown in "Installing MYOB onto a Windows or Mac computer" has expired.
A: As of 2/18/2014, you can download the software from





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