Join Elizabeth Haverfield for an in-depth discussion in this video Sales preferences, part of MYOB AccountRight Essential Training.
In this video, we will consider the different sales…preferences that can be set up in NYB account rush.…From the Setup menu, come down to Preferences…and ensure that your Sales Preferences are on view.…We'll first have a look at a few of…the options that are not required by Carol's business.…Automatically Print, Email, Fax, or Save To Disk, when they are recorded in voices…orders and quotes.…We would select this option if we wanted to automatically print, email, fax…or save to disc when sales are recorded except for the miscellaneous style.…
Print Packaging Slips When Invoices or Orders and Even Orders are printed.…We would select this option if we wanted to automatically print a packing slip.…When printing an invoice an order or both.…Print Labels When sales are Printed on Invoices, Orders or Quotes.…We would select this option if we wanted to automatically print a mailing label.…When printing an invoice order or quote.…And make a contact log entry for every sale.…This is system-wide, and this option is selected if a…
- 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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