Managing your contacts

• Set up the card file to work for you
• Manage your customers with MYOB accounting software
• Use the card file to accurately record customer details
• How to extract useful information about your contacts by using custom lists and identifiers
• Learn to sync your contacts with Address Book (Mac) and Outlook (Windows)

Customizing Forms

• Create professional looking documents specific to your business needs
• Add your company logo to documents such as invoices, bills, orders, and quotes
• Customize all printable documents

Company File Maintenance

• Learn how to back up, restore, and optimize your company file
• Use the Company Data Auditor to check general file maintenance
• Start new fiscal year procedures

Reconciliation

• Tips for easier bank reconciliation procedures
• Easy ‘undo’ function if a mistake has been made
• Easier methods for finding imbalances when reconciling

Sales and Purchases

• Learn to easily reconcile your sales and purchases
• How to create a purchase order from a sales order with one click
• Get the most of your registers

Using Jobs and Categories

• Learn their uses and which one is best for your needs

Reporting

• Generate and designing reports
• Use customization, filters, and finishing touches to extract meaningful data
• Review your financial reports
• Easy access to your favorite reports
• Report batching

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