Tag: MYOB Set Up

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Inventory Opening Balances in MYOB

To enter Inventory Balances, click on the inventory Icon, then click on Count Inventory. As this will be the first time, you probably won’t have any items listed.

You can just enter a number in the Counted column and then click Adjust Inventory at the bottom of the page.

The items can be listed later.

Inventory Opening Balances in MYOB
Inventory Opening Balances in MYOB

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Video Reference: 501406

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=372

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: www.ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

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Extra Item Information in MYOB

You can enter items that you buy AND sell in MYOB. To do this, click on the white arrow beside the item number. You will then have the properties on the screen. Click on ‘Buy this item’ and select the tracking account. If you do not have an account, click on the drop down arrow and the account list will come up. Remember the account number you wish to add and click new, enter the account number and name and then attach to the item. It is as simple as that! Click on the Buying tab and complete the details with regards to GST and amount.

If you click on ‘inventory this item’ MYOB will keep a record of the amount of that item. If you do not have any of those items MYOB will not allow a sale, you will need to enter a purchase of that item.

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Video Reference: 501405

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=377

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: www.ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

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MYOB Online Course Videos — Extra Item Information

You can enter when buying or selling items. To enter items that you buy, click on the white arrow beside the item number; you will then have the properties on the screen. Click on ‘buy this item’ and select the tracking account. If you do not have an account, click on the dropdown arrow and the account list will come up. Remember the account number you wish to add and click New. Enter the account number and name and then attach it to the item. It’s as simple as that! Then simply click on the Buying tab and complete the details with regards to GST and amount.

If you click on ‘inventory this item’, MYOB will keep a record of the amount of that item. If you do not have any of those items, MYOB will not allow a sale – you will need to enter a purchase of that item.

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Video Reference: 501405

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=377

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: www.ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au


 

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MYOB Online Course Videos — Creating Items

There are two ways to get to the inventory options. The first is by clicking Inventory on the main Command Centre. The second is by clicking on Command Centre on the top tab and then going to Inventory. The second way would probably be the one you would use if using a more basic MYOB program.

When in Inventory, click on Item List and then click on the new icon. You can type in what you will name the item. Tab will give you the other options – buy, sell or inventory item.

Here you can add the details for which account to track the item.

To enter the cost of the item (if it is for a sale item), click on the selling details and the cost per unit can be entered. Here you can also make sure that GST is included in the price.

Doing this saves time as all details, such as cost per item and whether GST has been added, will be present when doing a sales invoice.

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Video Reference: 501404

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=376

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: www.ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au


 

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MYOB Online Course Videos — Customising the Toolbar

Do you fully utilise your Toolbar in MYOB? For instance, let’s take the Toolbar for invoices. When using Icons, the setting up and adding of logos, addresses, phone numbers and web pages is as simple as the click of a mouse!

You can enter new or updated logos with ease with the Shortcut Icons. Just click on the picture icon, select the logo from your file and enter it on the invoice. Don’t forget to click Preview to check the logo is in the position you want. If not, simply move it to the right one.

Perhaps your company has opened new offices and you want to feature all the addresses for state offices, but have your particular office prominent? No problem! Just click on the icon for creating a text box, move to where you want it to go on the invoice, type in the new addresses, then click Preview to see that everything’s set out correctly.

And remember: Any time you make a mistake, the Undo button works wonders!

Customising the Toolbar in MYOB
Customising the Toolbar in MYOB

 

CLICK HERE to watch the MYOB Course Training Video

 

Video Reference: 501701

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=388

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — Deleting Fields and Lines

Removing sections that are not required on invoices is now simple in MYOB.

You just click on the text box and when it”s highlighted, press the Delete key on your keyboard. To delete lines, just click on the line you want removed and when it”s highlighted press the Delete key.

A handy hint: To make sure that you”re on the line, simply click your mouse. If you casino pa natet see a cross, you”re on the

line but if you see a hand, then you”re not!

Deleting Fields and Lines in MYOB
Deleting Fields and Lines in MYOB

Video Reference: 501605

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=386

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — Introduction to Customising Forms in MYOB

MYOB gives you the opportunity to customise various forms.

The easiest way to do this is to click on Setup on the Toolbar and then go to Customise Forms in the dropdown box. You will see that MYOB allows you to customise the following:

  • Cheques
  • Pay Cheques
  • Receipts
  • Remittance Advices
  • Invoices
  • Statements
  • Purchase Orders
  • Payslips
  • Mailing Labels

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Customising Forms in MYOB
Customising Forms in MYOB

Video Reference: 501601

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=382

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog:www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au