- Need training for the new job?
- Need training on a specific topic?
- Accountant or bookkeeper with a specific need?
- Prefer not to sit in a classroom?
- Need faster ways to do the same task?
- Don’t have time to spend on a one-day course?
Enrol on a self-paced, one-on-one training course. We mail you the workbook and starter files for you to get started or you can come to us armed with your laptop. You spend the time working through the course and once complete we get together to go through the course and the questions you have. Allow 2 hours for the one-on-one training session. Dates and times are flexible.
Basic MYOB Courses
1. MYOB: A Beginners Guide
2. Setting up MYOB Software
3. Day-to-day Processes
Advanced MYOB Courses
4. Advanced Processes
5. End of period Reconciliation and Reporting
6. Business Reporting and Analysis
Specialist MYOB Courses
7. Payroll Management
8. Inventory Management
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Basic MYOB Courses
1. MYOB: A Beginners Guide ($350 + GST)
This is our most popular course (previously called From Pen & Paper to MYOB) and is for people new to MYOB software who want to learn things right…right from the start. It also suits those of you who haven’t used MYOB software for a while and need a refresher.
You will learn to..
- Setup a new company file for an existing business
- Enter opening balances for debtors, creditors and the bank
- Process cash sales
- Enter sales invoices
- Receive customer payments
- Enter supplier invoices and pay bills
- Enter other business expenses
- Complete a bank reconciliation
- Print end-of-month reports
- Create a backup of your company file
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2. Setting up MYOB Software ($350 + GST)
Get up and running properly with MYOB and learn how to enter relevant accounts, GST codes and card files correctly. We show you how to load opening balances for debtors, creditors, stock and the bank. Also covered is backing up and basic housekeeping.
You will learn how to.
- Identify asset, liability, owner’s equity, income or expense transactions
- Create a company file
- Set up preferences
- View and edit GST codes
- Understand the purpose of linked accounts
- Enter account opening balances
- Create card file records
- Enter customer opening balances and historical sales
- Enter supplier opening balances and historical purchases
- Create items and enter inventory opening balances
- Enter buying and selling details of items
- Perform an initial bank reconciliation
- Back up and restore an MYOB company file
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3. Day-to-day Processes ($350 + GST)
Designed to give you a working knowledge of the essential business processes using MYOB business software. This hands-on course will take you from entering sales, purchases and banking right through to reconciling the bank account. The course is designed for businesses who buy and sell items and well as those who are serviced based.
You will learn how to.
- Set up preferences & linked accounts & GST codes needed
- Process day-to-day sales as quotes, orders and invoices
- Analyze your debtors
- Process the receipt of payment for your customers
- Create credit notes
- Create purchase orders & email
- Converts orders and quotes to bills
- Enter Spend Money and Receive Money transactions
- Prepare bank deposits for cash and cheques, and credit card receipts
- Customize and print the deposit slip
- Reconcile manually using the bank statement and credit card statement
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Advanced MYOB Courses
4. Advanced Processes ($350 + GST)
This course is popular with experienced users, bookkeepers and accountants.
You will learn how to.
- Manage contact logs
- Set up recurring transactions
- Use advanced search features to find transactions
- Customise reports and forms
- Manage accounts, budgets, jobs and categories
- Export data from, and import data to, your MYOB company file
- Manage transactions in multiple currencies
- Record and bill for time using time billing
- Create personalised letters from MYOB
- New features of AccountRight Premier V19.5
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5. End of period Reconciliation and Reporting ($350 + GST)
End of Period Reconciliation & Reporting is about balancing your MYOB accounts so they make sense you & your accountant. You will learn how to reconcile your debtors, creditors, inventory and GST Control Accounts, locate and fix imbalances within the company file. You will also prepare reports for your accountant, enter end-of-year adjustments and start a new financial years.
You will learn how to.
- Use the Company Data Auditor
- Find and fix imbalances when reconciling your bank account
- Reconcile your accounts receivable, accounts payable and inventory
- Reconcile your GST control accounts
- Complete your GST Return using MYOB Accounting Software
- Review your financial reports
- Customize reports
- Send reports to Microsoft Excel
- Prepare report batches
- Provide information to your accountant
- Start a new financial year
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6. Business Reporting and Analysis ($350 + GST)
Move beyond simple compliance to discover key reports, ratios and indicators to help generate a snapshot of your business’ health.Using tools and reports in your MYOB software, together with Ms Excel templates and formulas, you will learn how to generate accurate, just-in-time information, analyze how the business is tracking and how to improve your business performance. This is a hands-on course and takes you beyond the basics of using MYOB on a day to day basis.
You will learn how to..
- Use the Profit & Loss and Balance Sheet reports to analyze your business
- Customise your Accounts List to meet your business’ reporting needs
- Discover tools in your MYOB software to track profitability in different areas of your business
- Set up and report on KPI’s (Key Performance Indicators) using MYOB software & Ms-Excel
- Understand key ratios and apply them to measure business performance
- Use MYOB reports and Ms-Excel to customize templates for targeted reporting
- Input your MYOB data into financial templates to enable you to measure business performance
- Recognise the difference between cash flow and profit and how to improve them
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Specialist MYOB Courses
7. Payroll Management ($350 + GST)
Follow a tried and proven case study to become skilled in the use of MYOB Payroll – NZ’s most popular payroll program! Learn about NZ’s payroll legislation and how MYOB Payroll makes the complex easy. This course is for those of you new to MYOB Payroll or those who need a Refresher? On completion of this course you will be able to set up a computerized payroll and be confident to work with payroll on a day-to-day basis. This course touches on the practical aspects of the Holiday Pay Act 2004 and the Kiwi Saver Act 2006 and discusses 2011 legistative changes.
You will learn how to..
- Set up a Payroll for a company
- Set up departments and cost centres
- Set up employee including standard (default) pays
- Set up leave and holiday pay balances
- Process pays for weekly and monthly pays
- Complete month end by changing the PAYE period
- Terminate employees & pay out the balance of their holiday pay
- Print reports for the Inland Revenue Department
- Print management reports
- Set up Integration from Payroll to MYOB Accounting
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8. Inventory Management ($350 + GST)
A course designed for importers, wholesalers & distributors. This course is essential for anyone who needs to set up a full stock control system using MYOB accounting software.
You will learn how to..
- Understand cost of sales and the formula for average costing
- Set up the items list & classify items as buy, sell and/or inventory
- Create a new item for a service
- Set up price levels & assign to a customer
- Create a new item built of other items
- Enter an initial stock count
- Reconcile the stock ledger with the accounts list
- Order stock from a supplier
- View/Print/Email purchase orders
- Check stock availability
- Change an order to a bill
- Receive a sales order and back order or auto build
- Enter a stock take
- Enter stock adjustments
- Set up stock for multiple locations
- Troubleshoot when the inventory ledger is out of balance
- Understand the landed cost procedure for importing
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Tutors Bio
Kathy Michell B.Sc
Kathy has been delivering MYOB software courses and doing on-site consultations since she completed her MYOB Certified Consultants course in 2007. She also does accounts for clients who use MYOB software. Kathy is patient, methodical and has a great sense of humour.
Lynley Averis B.Com Dip T
Lynley has presented MYOB seminars and courses to thousands of people over the past 15 yrs. She has been employed by MYOB NZ and prior to that co-owned JumpStart that was acquired by MYOB. Lynley is an enthusiastic presenter who knows her stuff. She has written a number of MYOB training books and a co-author of the ‘Dummies Guide to Bookkeeping’. She is a director of Accounting Training Ltd.