From the course: MYOB AccountRight Essential Training

Unlock this course with a free trial

Join today to access over 22,400 courses taught by industry experts.

Overview of cards

Overview of cards

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.

Contents