Join Elizabeth Haverfield for an in-depth discussion in this video Banking preferences, part of MYOB AccountRight Essential Training.
So that we can view the banking preferences,…we need to open our MYOB AccountRight file.…Double-click on the icon on the desktop, and click onto the Open your company file.…We are in the C drive, Enterprise 19…ED folder, scroll down and locate Carol's Cleaning.…Click onto it once, and click Open.…Our User ID is administrator with the Password blank.…Click OK, and we've now come into the Command Center.…Maximize the screen and we're ready to go.…
As we've now opened our data file and performed our initial bank…reconciliation, we are to ready to process transactions for the money already spend.…Just before we start, we'll check the banking preferences that…we set in the data file when it was created.…In the Setup menu click onto…Preference and go to banking.…There were six preferences that can be set,…some are system wide and some are users specific.…Make your Contact Log Entry for every check,…and make a Contact Log Entry for every deposit.…
If these are selected, a notation or record of the entry…is made in the Contact Log for every check or deposit.…
- 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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