Join Elizabeth Haverfield for an in-depth discussion in this video Adding customer cards, part of MYOB AccountRight Essential Training.
In this video, we're going to create a…card for one of Carol's customers, Stevenson and Co.…Let's go to the card file Command Center and click onto card lists.…At the bottom of the screen, there is a new button.…Click to create a new card. This customer card has several different…tabs across the top. We have a Profile, Card Details, Selling…Details, Payment Details, Contact log, jobs, and history.…
We can now enter the profile information, selling…details, and payment details for Stevenson & Co.…Lets start by typing the card name Stevenson & Co.…Tab to populate the rest of the fields, please note that our destination…is company it could also be individual.…Our card ID is going to be cus…for customer 001, because its Carol's first customer.…Let's tab down to the address.…
And in this particular field let's type in 1 Railway Road.…Tab down to the city and type in Camberwell, Victoria,…3124.…Tab past to the country because we're only…dealing with Australia at this point in time.…Over to the phone number, 03 for the area code, and space,…
- 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
Skill Level Beginner
1. Getting Started with MYOB
2. Working with the Accounts List
3. Adding Cards
4. Entering Historical Balances
5. Performing an Initial Bank Reconciliation
6. Backing Up and Restoring a Company Data File
7. Spending Money from the Cheque Account
8. Invoicing a Service Customer
9. Recording Customer Payments
10. Entering and Paying Bills
11. Receipting Cash Sales
12. Reconciling the Cheque Account
Next steps1m 56s
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