Tag: MYOB Tips

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MYOB Online Course Videos — Creating Customer Cards

Creating customer cards in MYOB is easy! To enter a new customer, simply click on ‘New’; this will bring up a new window.

It’s also simple to edit customers here. Say you want to change postal or contact details, simply click on ‘Customer’ and hit ‘Edit’.

You will note that MYOB gives you a choice in the designation section to enter a company or an individual. All customer entries are stored alphabetically so make sure if you are entering an individual you use their last name first.

You use the tab key as a shortcut to go through all the fields.

501204 - creating customer cards in cheap online myob training coursesA handy hint: When a customer has a longer address, such as a unit number or a Suite number, hold the Control Key and press ‘Enter’ for a second line.

Also, if you have tabbed past a field you need, simply hold the Shift Key and hit the ‘Tab’ key to go up to the field above.

Video Reference: 501204

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 — Opening Your New File

To launch MYOB, click on the MYOB icon on your desktop, you will see the welcome screen, click on open your company file.

IMPORTANT: When MYOB was installed on your computer, a MYOB folder was created on ‘C’ drive.

Go to ‘my computer’ click on ‘C’ drive – you will note that only MYOB files are being searched for – click on appropriate MYOB, select company file and select open.

You will now see the sign on screen which defers to administrator, if you have a password you will need to enter this, click ‘OK’ (if there is no password then you only need to click OK).

There is now a screen which prompts you to activate the company file – all companies must be activated with MYOB. Click continue and you will be on the MYOB Command Centre.

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Video Reference: 501503

Link for existing students:

http://ezylearnonline.com.au/training/mod/resource/view.php?id=380

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 – The Toolbar for Customising your Invoice Forms

Do you fully utilise your Tool Bar in MYOB?

If not then you might not be aware that there is a Tool Bar for customising invoices. This enables you to click on the icons to set up and add logos, addresses, phone numbers and web pages — it’s so easy! Updated logos can be entered with ease when you use 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 on Preview so you can see whether your logo is positioned where you intended it to be. If not, simply move the logo to another position.)

Has your company opened new office premises? Would you like to have the addresses of the new offices included in your invoices but have your particular office most prominent? No problem; click on the icon for creating a Text Box. From here, move to where you would like on the invoice and type in the new addresses, making your office the most prominent. Then Preview the invoice to see that it’s set out the way you want. If you make a mistake, never fear — the Undo button works wonders for this.

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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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Virtual Assistant for Virtual Support

Flexibility in communications and the power of the Internet and Social Media have combined to provide a new level of power and capability to enable those bookkeepers with the right skills to work from home. Although corporations have utilised this type of technology for years, it is now available to the people who need it the most — small business owners.

This marks the first of our ongoing blogs to provide you with information written by a genuine Remote Contractor who regularly uses MYOB for her clients. It will also feature a wealth of information on the use of accounting software and MYOB in small business.