Skip to content
Book Keeping Pros home
Get a quote

MYOB how-tos

Step-by-step help with everyday bookkeeping tasks in MYOB Business. Each how-to follows MYOB's own help article, linked in its sources, and says what to check before you start and what changes afterwards.

Invoices and customer payments

  • How to record an overpayment in MYOB

    Record a customer overpayment or a double payment in MYOB Business so the extra becomes a credit you can use on another invoice or pay back.

  • How to send a receipt in MYOB

    How a customer gets a receipt from MYOB Business for an online payment or one you record yourself, and how desktop AccountRight prints receipts.

  • How to apply a credit note in MYOB

    Put a saved credit note against one or more of a customer's unpaid invoices in MYOB Business, use part of it, or take it off the wrong invoice.

  • How to make a credit note in MYOB

    Create a credit note in MYOB Business as a sales return: a negative invoice for goods sent back or services not used, saved ready to apply or refund.

  • How to receive a payment in MYOB

    How to record a customer's full or part payment against invoices in MYOB Business, and how to make several payments easy to match to one bank deposit.

  • How to make an invoice in MYOB

    The fields to fill in on a new MYOB Business invoice, from the customer and due date to the lines you sell, and the ways to save it once it's ready.

  • How to delete a payment in MYOB

    Delete a customer payment in MYOB Business from its invoice or through Find transactions, and see what happens to the invoice, matches and reconciliations.

  • How to void an invoice in MYOB

    MYOB Business has no void button. See how to cancel an invoice with a full credit, when deleting fits instead, and how the desktop app reverses a sale.

  • How to delete an invoice in MYOB

    How to delete an invoice in MYOB Business: delete any payment against it first, then delete it from the invoice, or cancel it with a credit to keep a record.

  • How to create a refund in MYOB

    Record a customer refund in MYOB Business from a saved sales return, pick the bank account it's paid from, and see why card refunds work differently.

  • How to edit recurring transactions in MYOB

    Change the schedule or details of a recurring invoice, bill or other template in MYOB Business, or delete a template you no longer need.

  • How to send a statement in MYOB

    How to email customer statements from MYOB Business for one customer or many, which statement type to pick, and how to change the way they look.

  • How to edit an invoice in MYOB

    Which parts of a saved MYOB Business invoice you can change, the workaround MYOB gives for a wrong customer, and the desktop settings that can lock a sale.

  • How to copy an invoice in MYOB

    How Save and duplicate copies an invoice in MYOB Business, what the copy carries over, and when a recurring invoice suits better than copying each time.

  • How to send an invoice in MYOB

    How to email an invoice from MYOB Business, what the customer receives, and the other ways to share it: a PDF, an online invoice link or an SMS.

  • How to apply a discount in MYOB

    The three ways MYOB Business lets you give a customer a discount: a percentage on invoice lines, a separate discount line, or an amount off at payment.

  • How to record a customer prepayment in MYOB

    Record a customer's payment on a sales order as a deposit in AccountRight on the desktop, and see how to remove it before or after the order is invoiced.

  • How to send an invoice reminder in MYOB

    How to switch on automatic invoice reminders in MYOB Business, set their timing and tone, change them for one customer, and send one by hand.

Bills and supplier payments

  • How to do batch payments in MYOB

    Pay several suppliers' bills in one go from MYOB Business by marking each payment as electronic, then downloading a single bank file for your bank.

  • How to add expenses in MYOB

    Record an everyday expense in MYOB Business as spend money: the account it came from, who was paid, the category lines and the receipt attached.

  • How to pay bills in MYOB

    Record a full or part payment against a supplier's bill in MYOB Business, or settle several of one supplier's open bills together on one page.

  • How to send remittance advice in MYOB

    Email or download a remittance advice in MYOB Business as you pay a supplier's bill, or hold it and send a batch later from the Remittance advice page.

  • How to delete a bill in MYOB

    What stops MYOB Business deleting a bill, how to clear a payment or a locked period first, and the steps once the Delete button is available.

  • How to enter purchases in MYOB

    Record a supplier's bill in MYOB Business: pick the supplier, set the dates, add item or service lines, then save it so it waits as an open bill.

  • How to upload receipts to MYOB

    Get receipts into MYOB Business by drag and drop, email or the MYOB Assist app, then turn each one into a spend money transaction or a bill.

  • How to enter a supplier credit note in MYOB

    Enter a credit note from a supplier in MYOB Business as a purchase return, then use it against an unpaid bill or record the refund the supplier pays you.

Bank transactions

  • How to import a bank statement in MYOB

    Bring a downloaded bank or credit card statement file into MYOB Business when an account has no bank feed, and delete it if you imported the wrong one.

  • How to delete a transaction in MYOB

    Delete a recorded transaction in AccountRight on the desktop, clear what's attached to it first, and see what a reconciled or locked one needs.

  • How to match transactions in MYOB

    Match bank transactions to records in MYOB Business, accept or reject its suggestions, and match to a category when there's no record to match.

  • How to split a payment in MYOB

    Split one bank transaction across several categories in MYOB Business, match one deposit to several payments, and change a split after saving it.

  • How to hide bank transactions in MYOB

    Hide a bank feed transaction in MYOB that you can't or don't want to match, learn what can't be hidden, and find and unhide it again later.

  • How to undo a reconciliation in MYOB

    Undo your latest bank reconciliation in MYOB Business, step back through older ones in order, or unmatch a single auto-reconciled transaction instead.

  • How to create bank rules in MYOB

    Set up a bank rule in MYOB Business that spots bank feed transactions by description or amount, then matches them to bills or invoices or records them.

  • How to recode transactions in MYOB

    Move a matched bank transaction in MYOB Business to a different category, and find out whether a bank rule or a suggestion put it in the wrong one.

Journals

  • How to reverse a journal in MYOB

    Reverse a recorded general journal in AccountRight on the desktop, what has to be set first, and why a browser file can only delete one instead.

  • How to create a general journal in MYOB

    The fields a general journal in MYOB Business asks for, how its debit and credit lines must balance, and how to find, print or change it later.

Contacts

  • How to export contacts in MYOB

    Export customer or supplier cards from AccountRight to a text file for Excel, picking the fields, their order and which contacts go in.

  • How to merge cards in MYOB

    Combine two customer, supplier or personal cards in AccountRight so one card holds all their transactions, and what's lost when you confirm.

  • How to add a supplier in MYOB

    Set up a supplier contact in MYOB Business, which three fields it must have before it saves, and which optional details make later purchases quicker.

Items

  • How to create items in MYOB

    Set up a product or service as an item in MYOB Business, choose whether you buy, sell or track stock of it, and learn which setting locks once it's used.

Reports and data

  • How to export MYOB data

    What MYOB Business can export, from a file of transactions for your accountant to reports in Excel or PDF, and how the desktop version exports lists.

  • How to print reports in MYOB

    Print a report in MYOB Business with View and print, after setting its period, filters and columns, and keep the layout as a custom report to reuse.

Budgets, jobs and projects

  • How to create a job in MYOB

    Set up a job in MYOB Business to follow income and expenses for a project, department or location, tag transaction lines with it, and run its reports.

  • How to enter a budget in MYOB

    Create a budget in MYOB Business by typing amounts or importing figures, use the cell shortcuts to fill rows quickly, then compare it with actual results.

Users and settings

  • How to add a user in MYOB

    Invite a colleague, your accountant or your bookkeeper into your MYOB business, choose their roles and user type, and follow the invitation through.

  • How to lock dates in MYOB

    Set a lock date in MYOB Business so changes to a finished month can't be saved, who is able to set it, and how to lift it to make a correction.