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BASIC MYOB Training - You are new to MYOB and want to learn the best way to set up a company file, or you would like to ensure that an existing file has been setup to work as efficiently as possible.

Learn to:

  • Understand basic accounting terminology
  • Set up a new company file
  • Set up the Accounts List and Tax Code List
  • Navigate within MYOB
  • Set up Customer and Supplier information cards
  • Perform the basic day-to-day tasks
  • Backup and restore company files

PAYROLL MANAGEMENT Training - You have employees and need to process payroll

Learn to:

  • Setup payroll categories, linked accounts and general payroll information
  • Load Tax Tables
  • Enter employee payroll details
  • Process payroll manually or electronically
  • Print and email Pay Advices
  • Manage Annual and Personal Leave accruals
  • Manage PAYG and Superannuation liabilities
  • Process Payment Summaries and other end-of-payroll year related activities

ADVANCED Training - You know the basics but want to learn the more advanced procedures and processes to get the most out of MYOB.

Learn to:

  • Set up Time Billing to track your time and invoice customers
  • Set up Inventory to your track stock
  • Set up Recurring transactions to speed up your data entry
  • Set up Jobs and Categories for better profitability reporting
  • Setup BASlink to complete your BAS
  • Record customer and supplier information which is useful to your business
  • Pay suppliers electronically and print Bank Deposit Slips
  • Deal with irregular transactions such as customer overpayments, bounced and stale cheques
  • Troubleshoot difficult transactions such as rejected electronic payments and out-of-balance bank reconciliations
  • Customise forms and reports
  • Use the mail merge feature to automatically generate personalised letters
  • Set up user profiles and passwords to control access to your system

END OF PERIOD Training - You need to perform periodic reconciliation functions.

Learn to:

  • Use the Company Data Auditor to identify data entry errors and account imbalances
  • Find and fix imbalances when reconciling your bank account
  • Reconcile Accounts Receivable and Payable Control accounts
  • Reconcile your Payroll and GST Control accounts
  • Customise and review your financial reports
  • Start a New Financial and Payroll year
  • Provide information to your accountant

REPORT ANALYSIS - You want to gain a greater insight into how your business is tracking and how performance can be improved.

Learn to:

  • Customise your Accounts List to meet your business’ reporting needs
  • Use the Balance Sheet and Profit and Loss to analyse your business
  • Use various tools in MYOB to track profitability in different areas of your business
  • Use MYOB reports and Microsoft Excel to customise templates for targeted reporting
Marie Roach


Marie Roach

M   0417 283 932

T   02 6232 4950

F   02 6103 9075

E   marie@mobs.com.au

PO Box 166
DEAKIN WEST
ACT 2600

Since 1998
ICB
Member #301
ABN
Member #558
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