Join Elizabeth Haverfield for an in-depth discussion in this video Overview of cards, part of MYOB AccountRight Essential Training.
The account file is a database that…stores information about customers, suppliers and employees.…When a card is created, information is entered, such a…contact details, notes, attachment of salespersons, credit terms, and tax term.…When that card is chosen in a transaction, the information…stored within it is automatically retrieved, helping speed up data entry.…Here's a tip…for your business.…If you use Microsoft Outlook to email and manage contact information,…it is possible to synchronize Outlook contacts with MYOB Account Right cards.…
This makes it easier for you to keep both the cards and Outlook contacts up to date.…There are four types of cards in MYOB Account Right.…Customer cards which are used for sales quotes, orders, and invoices.…Supply cards which are used to…complete supplier quotes, purchase orders, and bills.…Employee cards that store information about the payroll of…employees and personal cards that store information about personal contacts.…
- 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
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 http://partners.myob.com/
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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