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MYOB Online Course Videos — Moving and Resizing Fields

To resize a text box, select the box for resizing. You will note that the text is centred in the text box.

To resize, select the centre black box and, making sure that you see a cross, hold the mouse down and drag to the required size. The text will still continue to be centred.

If you see a hand then all that will happen is you will move the text box; not resize it.

Also, ensure that if you click anywhere on the invoice, you have not accidentally highlighted another text box or column.

 

Moving and Resizing Fields in MYOB
Moving and Resizing Fields in MYOB

Video Reference: 501606

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=387

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 — Tax ‘Inclusive’ and Tax ‘Extended’ Invoice Layouts

In ‘Customise Forms’, MYOB gives you several options.

First, you can select the option INCIPLN which is Tax Inclusive Plain Paper Invoice. Then click on Customise.

You will see with this option that under the Heading ‘Price’, it has Inc Amount. Under the Heading ‘Extended’ it also has Inc Amount. This shows you that the amounts entered will be GST Inclusive. (Note: The Heading ‘Extended’ gives you the total amount, whereas the amount under Heading ‘Price’ gives you the unit amount.)

The difference between Ex Amount and Inc Amount can be explained as follows:

Ex Amount GST (10%) Inc Amount

Item Cost         $55.00                         $5.50               $60.50

If you select the Plain Paper invoice, you’ll note that under Headings ‘Price’ and ‘Extended’ it states Ex Amount. This means that it is GST Exclusive.

Most customers / clients prefer to see the full amount they will be paying. You will have to decide which type of Invoice your company prefers.

Tax Inclusive and Tax Extended Invoice Layouts
Tax Inclusive and Tax Extended Invoice Layouts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Reference: 501603

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=384

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 — Invoice Form Layouts

To Customise Forms, go to Setup on the Toolbar, then Customise Forms and select Invoice.

The Customise Forms dialog box will open up.

You will note that in the Sales Layout section that ‘Item’ is already selected. This was done previously when setting up the company. You can change this here if you had selected incorrect type of invoice.

If you click on Form to Customise, you’ll see that MYOB gives you a number of options.

Should your company already have blank invoices printed, you would select Pre-Printed Invoices. MYOB will then only enter the data and would not enter any line formatting.

Should your company prefer for the invoices to be printed via a MYOB customised form you would select Plain Paper Invoice. With this option selected MYOB will include all lines, columns and headers as well as the data.

Video Reference: 501602

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=383

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 — MYOB Sales: Entering Quotes

If you operate a business that gives Quotes prior to a Sale, entering Quotes is simple!

In the Sales Command Centre, click on ‘Enter Sales’ and you will then have a blank Sales Invoice on your screen as per usual.

In the top corner where it says Invoice, click on the drop down arrow. MYOB gives you 3 options: Invoice, Quote and Order. MYOB has also given these options different colours so that you will always know which option you are in.

  • Invoice is Blue
  • Quote is Orange
  • Order is Yellow

Select Quote; you will note that the layout for a Quote is the same as an Invoice. Select Customer and complete as you would for a sale.

MYOB gives you the option to either print the Quote and send to your customer or email directly to your customer.

These sending options are at the bottom of your screen.

502109 Entering Quotes in MYOB
502109 Entering Quotes in MYOB

Video Reference: 502109

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=403

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 — MYOB Sales: Creating a Sales Order

Creating a Sales Order is as simple as creating a Sales Quote. Click on Enter Sales and, as MYOB remembers the last data entry you have entered, you will see that you have the Quote Screen.

As per what was done for entering a Quote, you click on the drop down arrow and select Order.

Note that the screen has changed colour and should now be yellow.

A Sales Order is used when the customer has either accepted your Quote or has called to request items to be sent to them. You may need to order these items.

Enter the customer’s name and tab. You will see a screen pop up which advises you that a Quote has already been raised for this customer. If you are not using this Quote, just cancel and continue completing the Order as you would for an invoice or quote.

502110 creating a sales order in MYOB
502110 creating a sales order in MYOB

Video Reference: 502110

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=404

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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Searching for an Accounting Program: MYOB Live Accounts

With the year soon to come to a close, I have been wondering what sort of accounting program to use for next year.

For the past 10 years I have been using the Australian Tax Office E-Record for my husband as he is a sole trader. When I first began my business, E-Record gave me everything that I was looking for in an accounting program.  Unfortunately the ATO are now not supporting E-Record which has forced me to finding a new accounting program suited to my needs.

Most of the accounting programs I have used over the years were specific to insurance and law. These were used for invoicing, trust accounts, time billing and payments. MYOB was the other accounts program used for the actual running of the business.

For a sole trader (which a virtual assistant is) I didn’t need a program that had all the bells and whistles needed by businesses who need to have payroll, stock inventory and superannuation – to name but a few.  For my business, what”s required is a program that enables me to enter all invoices, payments and bank reconciliation. I do not have staff nor do I keep inventory.

Using MYOB, I thought, was not an option as I felt that I did not require half the features that are included. The other factor was the cost of it. I could not justify, nor would it be a sound fiscal decision, to buy a program and not utilise its full value.

I began my search online to find the most cost effective program for the requirements of my business. All the programs that were available had features which I would not use so I seemed to be back to square one!

I had been told about an online accounting program that was free. I went to the website to investigate. Yes it was just what I needed and yes it was free but for 20 transactions per month. Now I know there are times that I will go over this. I may have worked for more clients and have had outlays which put me over the 20. The next level was going to cost $25 per month. I thought that it would be just what I needed. No program to download, I can access the program from anywhere and on any computer, no having to worry about upgrades and no having to worry about a computer malfunction or virus to lose entries. Perfect.

Frankie-headshot-virtual assistant recommends MYOB accounting software and course for virtual assistants VA'sAs I was about to upgrade and pay the monthly fee I wondered if MYOB also had thought of this and I decided to go to the MYOB website to see.

MYOB also have Live Accounts, their online accounting program and it also cost $25 per month. This program does it all. I can link my bank accounts to the Live Account and any payments of invoices will automatically be matched to the clients invoice. Invoices can be emailed direct form Live Accounts. All reports are available and the program is extremely user friendly. The one bonus is that I do not have to download to USB or CD to take to the accountant at the end of the financial year. He can just go online himself for the details.

I will be encouraging my clients to also use Live Accounts as I can access their accounts from my computer at home rather than going to their office to do the bookkeeping.

I recommend that you go to www.myob.com yourself and just look at the features and benefits of using an online accounting program.

 

— Frankie Varley

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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 may be the one you would use if you are using a more basic MYOB program.

When in Inventory, click on Item List and then click on the New icon. You can now 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 the cost per item and whether GST has been added, are all included now when doing a sales invoice.

Creating Items in MYOB
Creating Items in MYOB

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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 — Entering Opening Balances

You have now finalised setting up your company using the Easy Setup Assistant. However, you”ve just realised that you”ve forgotten a couple of financial documents or you”ve just received some extra ones that need to be added. Therefore you need to change your balances. What do you do?

All you need to do is this: On Setup on the Toolbar, select balances on the dropdown box, then select which of the four options you require.

If you need to add for accounts, click on the link and you will be taken to your Accounts List. Note that you are given accounts for Assets, Liability and Equity.

To change amounts, it”s just a matter of clicking on the numerical field and typing in the amount. If there are a number of balances which require changing, use casino online the tab key as this will take you through the fields more quickly.

Entering Opening Balances in MYOB
Entering Opening Balances in MYOB

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Video Reference: 501307

Link for existing students: http://myobcourse.com/elearning/mod/resource/view.php?id=369

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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