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Set up and use MYOB for small business

Flexible Online Training

Online Learning Management System (LMS) login you can access this course anywhere you have Internet, on your phone, tablet or computer.

Training Manuals

Comprehensive manuals with step by step exercises and digital files to cement your practical skills & includes a How to Guide for End of Financial Year.

Instructional Videos

Individual chapter and section videos to assist in your learning including hints and tips from Xero and your Xero Certified Advisor, Melissa Foote.

Revision Exercises

Practical revision exercise and solutions to assist your course progress, learning comprehension and evaluate your skills, knowledge & development.

Units of Study
Getting Started

By the end of this module, you will be able to:

  • sign up for a Xero account
  • sign up for a trial organisation
  • access the Demo Company
  • navigate between the Demo Company & your  trial
  • access the help centre
  • understand how data is imported & exported  in bulk
  • export a CSV file out of Xero
  • import a CSV file into Xero
Chart of Accounts

By the end of this module, you will be able to:

  • understand the purpose of the chart of accounts 
  • import a chart of accounts 
  • add an account 
  • edit an account 
  • delete / archive an account 
  • update a tax rate 
Contacts

By the end of this module, you will be able to:

  • create a contact 
  • view and work with contacts 
  • archive a contact 
  • edit an existing contact
Receive Money

By the end of this module, you will be able to:

  • understand the components of the sales dashboard 
  • add a conversion balance for the Accounts Receivable account 
  • enter a sales invoice 
  • enter a repeating invoice 
  • understand each invoice status 
Fixed Assets

By the end of this module, you will be able to:

  • Set up the Fixed Asset Register 
  • Record a new fixed asset 
  • Edit and dispose of a fixed asset, using book values
Journal Entries

By the end of this module, you will be able to:

  • post a manual journal 
  • import manual journals using a template 
  • set up a repeating journal
End Financial Year

By the end of this module, you will be able to:

  • understand and set lock dates 
  • review accounts and reports 
  • make end of year adjustments 
Setting Up

By the end of this module, you will be able to:

  • access the general settings page 
  • enter organisation settings 
  • enter financial settings 
  • enter a conversion date 
  • change user access 
  • add users 
  • view user activity
Bank Accounts

By the end of this module, you will be able to:

  • understand the bank feed process 
  • add a bank account 
  • manually update conversion balances 
  • import bank transactions 
Inventory

By the end of this module, you will be able to:

  • Add an untracked inventory item 
  • Add tracked inventory item 
  • Understand the basic use of an item 
Purchases

By the end of this module, you will be able to:

  • understand the components of the purchases dashboard 
  • set the conversion balance for accounts payable 
  • enter a purchase 
  • enter a repeating purchase 
  • understand each status for a purchases bill
Bank Reconciliation

By the end of this module, you will be able to:

  • access the bank reconciliation screen 
  • match a bank statement line with an existing general ledger transaction 
  • create a ‘spend money’ transaction directly from the reconciliation screen 
  • record the transfer of funds between bank accounts 
  • record a prepayment 
  • access the bank reconciliation report
Reporting

By the end of this module, you will be able to:

  • work with report layout, period and range options 
  • publish and export reports 
  • complete GST reporting 
Assessment

By the end of this module, you will be able to:

  • Revision exercises and knowledge questions to test your learning
  • Solutions to the exercises
  • Digital versions of the knowledge questions
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$
  • Online Training Portole Access
  • Training Manuals
  • Instructional Videos
  • Revision Exercises
  • Does notinclude Xero Software
Other business and finance training services
How we do the job

Our Consulting Process

01. Built

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02. Scale

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03. Assure

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04. Solve

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Going the Extra Mile

Bringing People and Business Together with Software Enhanced Strategies

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