Custom Software Training
California State Certified Instructor
Courses
M.Y.O.B. Outline
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Basics
Setting up your company
Move around M.Y.O.B. using the
Setting up a Chart of Accounts
Working with the Card Files
Using Inquiry Registers and To Do Lists
Working with a check book
Working with your Credit Cards
Making Deposits
Reconcile the bank statement
Set up Vendors, Customers, and Items "on the fly"
Print checks
Enter handwritten checks
Purchases and Inventory
Manage the Vendor list
Set up an Inventory
Create Purchase Orders
Receive Inventory
Adjust inventory on hand
Enter Bills
Enter Credits
Applying credits to bills
Pay Bills
Selling your Products or Services
Manage the Customer list
Create Item or Service Invoices
Receive Payments from Customers
Issue credits
Applying credits to invoices
Print Statements
Assess finance charges
Working with the Chart of Accounts
Creating and deleting accounts
Make Journal Entries
Payroll
Set up Employees
Work with Payroll Categories
Write paychecks
Print W-2s
Sales Tax
Set up different sales taxes
Set up items and customers to be taxed
Run Sales Tax reports
Reports
and finding information
Create Profit and Loss statements
Create a Balance Sheet
Working with the Transaction Journals
Working with the M.Y.O.B. Analyst
Run a Trial Balance
Customize your reports
Save customized reports
Customization and Automation
Organize your data by working with Jobs
Change the look of invoices, statements and purchase orders
Understand Linked Accounts
Set up preferences
Beyond the Basics
Handling NSF checks
Write off Bad Debits
Issue Refund Checks
Print 1099s
Importing and Exporting information