Join Elizabeth Haverfield for an in-depth discussion in this video Creating service quotes and orders, part of MYOB AccountRight Essential Training.
A quote is used to quote for any item listed in the items list,…such as stock items, hourly charges, service…fees, or a combination of them all.…In the following example, Harris Lawyers has requested a quote…for cleaning all the windows of their office, inside, and out.…From the Enter Sales window, we first need…to change the status from invoice down to quote.…We need to go and select the customer Harris Lawyers.…
Our next invoice number is 1003 and we need to change the date to be the 4th.…Remember we've got the right month and the right year.…In the customer PO field, we're now going to type in…initials, and this is the initials of the person at Horace Lawyers.…So, let's pop in BD.…Tab down to the description and type in window cleaning of the whole…office inside and out. Tab over the account.…
We're still not sure what these numbers mean, so let's click onto the drop down…box and make sure that we nominate 42100 Window Cleaning.…Tab over the amount and…type in 500, and tab again. This quote is still including GST.…
- 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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