The MYOB Introduction course is about getting started and being able to use the MYOB program.

The course will provide you with the skills to maintain the day to day running of your business including such things as creating invoices, updating records and managing your customers and their orders.

Once you have completed this course there is the opportunity to go onto further studies by completing the MYOB Intermediate and MYOB Payroll courses.

To start the course, you will need a copy of the MYOB AccountRight V.19 on your computer. Please ask one of our course advisors where this may be purchased from.


Course Outline
Course Code: 
40 hours - Access for 12 months
Statement of achievement
Lesson Structure: 
  1. MYOB Overview and Orientation
  2. Creating a new Company file
  3. The Chart of Accounts
  4. Opening Balances
  5. The Card file
  6. Working with the Purchases module
  7. Paying for Purchases
  8. Working with the Sales module
  9. Receivables
  10. Receiving Payments from your Customers
  11. The Banking Module
  12. Bank Reconciliations
  13. Reports
  14. Backups
Aims - the learning objectives of the course: 
  • Getting into MYOB and understanding the screen
  • Information you need before setting up your new file
  • Creating a new company file
  • Selecting an accounts list
  •  Understanding the meaning of a Chart of Accounts
  • Understanding some basic bookkeeping terminology
  • Understanding and creating Header and Detail Accounts
  • Changing default credit terms
  • Checking the Tax Codes
  • Preparing for Electronic Banking
  • Understanding Balance sheet accounts
  • Understanding Profit and Loss Accounts
  • Entering opening balances
  • Understanding the life-cycle of a purchase
  • Converting a Purchase Order to an invoice when goods are received
  • Creating and using a Recurring Purchase invoice or order
  • Entering Quotes from Suppliers
  • Understanding the life-cycle of a sale
  • Working with different tax types
  • Changing Credit Terms
  • Accepting Deposits
  • Printing or Emailing Invoices
  • Creating and using a Recurring Sales invoice or Quote
  • Changing a quote to an invoice
  • Receiving payments from Customers through Receive payments
  • Selecting a payment method
  • Applying the payment Applying payments to multiple invoices
  • Understanding bank deposits
  • Nominating transactions to deposit
  • Creating a bank deposit slip
  • Checking these receipts through the Bank Register
  • Statements
  • Creating an Activity Statement
  • Understanding the Sales Analysis
  • Viewing Sales Performance
  • Viewing all current transactions on the Bank Register
  • Understanding the use of Spend and Receive Money
  • Using Spend Money
  • Using Receive Money
  • Creating and using Recurring transactions in the Banking Module
  • Understanding the Bank Statement
  • Starting the Bank Reconciliation
  • Creating an ITS Tax Code for Interest earned
  • Entering Bank Interest and fees
  • Printing and understanding the Reconciliation Report
  • Completing the Reconciliation
  • Selecting a report
  • Printing a report
  • Simple customisation
  • Saving a report
  • Understanding Backup and Restore
  • Performing a backup
  • Performing a Restore