MYOB bookkeeping
Bookkeeping done in your MYOB file. We clear what's been left unreconciled, then keep your bank accounts, bills and customer invoices current from month to month.
- The software
- MYOB
- First
- Old items cleared
- Then
- A monthly routine
What's included
Regular bookkeeping in MYOB, from bank transactions to reports.
- Old unreconciled items looked into and cleared
- Bank transactions matched and reconciled for every account
- Bank rules that match payments to existing supplier bills and customer invoices
- Supplier bills entered, so you can see what's due
- Customer invoices followed through to payment
- A profit and loss report and a balance sheet each month
- Bank feeds connected, if they aren't already
- Help with the MYOB tasks you'd rather keep doing yourself
Not included
Your accountant's year-end work. We keep the MYOB file in order so your accountant can work from it.
How MYOB bookkeeping works
A check of your MYOB file first, then the same routine each month.
- 01
Check
We look over your MYOB file, bank feeds and recent months, and tell you what needs fixing first.
- 02
Tidy up
We clear old unreconciled items and anything recorded against the wrong account.
- 03
Keep current
Each month we reconcile, enter bills, match payments and send your reports.
MYOB bookkeeping questions
How do you get into my MYOB file?
You add us as a user in MYOB, with the access you choose, and you can remove that access at any time.
Our MYOB file hasn't been reconciled in months. Where do we start?
With the oldest month that's out. We reconcile forward from there, so each month starts from a balance that has already been checked.
Can you connect our bank feeds?
Yes. We help you set up bank feeds for your accounts, so transactions come into MYOB without anyone typing them in.
Can we keep doing some of the work ourselves?
Yes. You might keep raising your own invoices while we handle the reconciliations and bills. We agree who does what at the start.
Do you only work in MYOB?
No. We also work in Xero and QuickBooks Online, so we can keep going if you ever change software.
Related services
Xero bookkeeping
Your Xero file reconciled and kept current.
Catch-up bookkeeping
Missing months entered and every account reconciled.
Small business bookkeeping
Your books kept current, every month.