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Sutherland - MYOB Accounting Plus v18: A Systematic Approach 1

MYOB Accounting Plus v18

Create a

New Company File


Create a new Company FileProcedure

1. Create the Data File.

2. Insert Business Information.

3. Select and Edit a Chart of Accounts.

4. Save the data in an appropriate place.

5. Insert General Ledger Balances.

6. Customise some MYOB features.


Create new company file

Click

At the Welcome screen, click Create.


Create a New Data File

Insert the Company details,

Click

Press TAB to

move on.

Press Enter

to move to a

new line.

then click Next.


The Chart of AccountsMYOB calls it the Accounts List.

This is a list of all the accounts in the ledger in numerical order.

The actual accounts needed vary from one business to another.

Each account is identified by a number.

Each number has a classification prefixthat sets its position in the Chart.


MYOB’s Accounts List

There are eight account types having the following prefixes:

1 Assets (things the business owns).

2 Liabilities (debts the business has to others).

3 Owner’s Equity (the owner’s investment in the business).

4 Income (from normal business activity, e.g. Sales).

5 Cost of Sales (e.g. Purchases and Freight Inwards).

6 Expenses (the costs of running the business).

8 Other Income (not related to Sales, e.g. Interest).

9 Other Expenses (e.g. Bad Debts & Interest Paid).


The Blinds ManSelect the correct Accounts List.

Select the most appropriate accounts list and click Next.

Here

Here

Click


The Blinds ManEdit the Accounts List.

To change an account name you can select it with a click, then click Edit.

Select

Click

Or you can just click the Zoom Arrow…

A click on the

Zoom Arrow

takes you to the

account.


The Blinds ManEdit the Accounts List.

Insert the new

name

Then click

Details


The Blinds Man Select the correct Tax Code.

Here

Click


The Blinds ManDelete unwanted accounts.

Select

Click

To delete an account you can select it, then click Delete…


The Blinds ManAdd New Accounts.

Select

Click

Selecting the Account Type…


The Blinds ManAdd New Accounts.

Insert the Account Number and Name, then click Details…

Insert the

account number

and name

Details


The Blinds ManSelect the correct Tax Code.

Select

Click


Account Opening BalancesClick Next to reach this screen.

Insert the amounts given.

– No Dollar sign or comma.

– No Dot-Zero-Zero.

– No Debits or Credits.

Use the Tab or Arrow keys to move.

The Amount Left to be Allocated must be zero when you have finished.


The Blinds ManThe first Account Opening Balance.

Insert

Scroll

down…

Continues on Slide 17


The Blinds ManThe last Account Opening Balances.

Insert

Note!

The Amount Left to be Allocated must be Zero.


The Blinds ManChanging Preferences.

Preferences are MYOB settings that you can change according to the way you like things displayed.

Preferences are accessed via the Top Menu Bar.

Click the Settings button.

Select Preferences from the menu…


Choose Preferences.

Click Setup (top menu bar).

The Blinds ManChanging Preferences.

No tick!

Click

Select

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