Showing posts with label Create. Show all posts
Showing posts with label Create. Show all posts

MYOB: How to create new Customer/Supplier/Employee/Personal

Step 1: Open MYOB > Command Center > Card Files > Card list

CREATE

On clicking Card List, the Card List Window will open. There will be 5 tabs at the top:
All Cards | Customer | Supplier | Employee | Personal


MYOB Card List
MYOB Card List

Say, you want to add New Customer. Click
Customer > New > In the Name field, enter Name, example Customer A > Click OK
New Customer will be listed in the Customer window. Now to add details, click EDIT
Now you can enter the details like Card ID, Location, Address, Phone, Email etc., click OK, done.

MYOB edit customer details
MYOB edit customer details
Card ID is optional, but will make things easier. As to the Card ID, I would suggest you have a system such as C001 for fist customer, C002 for second and so on.

SEARCH

In the card list, you can also search for particular supplier/customer etc. If you have already created some customers, suppliers, etc. clicking ALL CARDS will reveal all that you have created. If long list, you can also search by criteria. In the SEARCH BY, there is a drop down menu will pop up revealing:

First Name | Last Name/Co. Name | Card ID | Phone Number | Email | Address | City | State | Postcode | Country

Clicking on "All Cards" will enable you to search all cards by 
First Name | Last Name/Co. Name | Card ID | Phone Number | Email | Address | City | State | Postcode | Country





MYOB Accounting software - first step

The very first step for MYOB Accounting is always to open the Command Center. Once that is opened, at the top will be a menu bar. In the menu bar, there are
File | Edit | Lists | Command Centres | Setup | Reports | Windows | Help

Normally, once open, it will show the Command Centres tabs. There will be 6 tabs (for MYOB Accounting, more for other MYOB versions:

Accounts | Banking | Sales | Purchases | Inventory | Card File

Depending on which tab you clicked, there will be a cascading menu in the center which you can click depending on what you want to do.

The at the bottom, there will be more options:

To do list | Find Transactions | Reports | Analysis
At each option, there will be a down arrow which you can click to reveal more options.

Screenshot:

MYOB Command Centers
MYOB Command Centers

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