Join Elizabeth Haverfield for an in-depth discussion in this video Changing account details, part of MYOB AccountRight Essential Training.
In the next six videos, we will learn how to customize…the account list to meet the specific needs of a business.…Information such as the account name, type and…account number and tax code can be changed.…Accounts can also be moved to different levels.…When Carol's cleaning data file was created,…we selected the cleaning service business template.…This account list needs to have some specific…accounts changed or even deleted in order to meet the specific needs of Carol.…
We'll start by learning how to change the account names and the account numbers.…Go to the account command's center and click onto the account list.…Ensure the asset tab is in view.…We need to change the cheque account so that we…can see the NIB the type of bank at the…beginning of the account name, simply click into it and type NIB and click okay.…It will now appear in the account list for you.…
We've got an account which is called 1130 that is the cash draw.…I'd like to change this number so let's double click…onto the Account and change the number to be 1170.…
- 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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