Getting started with Client Accounting (recordings)

Getting started with Client Accounting (recordings)

Discover how to get started with Client Accounting with our 3 webinar training session recordings.

  • Inviting staff and setting up clients (35 min)
  • Workpapers (45 min)
  • Financial statements (45 min)

This course is appropriate for:
Country: AU
Products: MYOB Practice Compliance
Price: FREE
Duration: 2 hrs
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Topic outline

  • General
    • Inviting staff and setting up clients
      Not available unless: You are a(n) Learner

      In this recording we cover:

      • Inviting your practice staff as users 
      • Creating a client file
      • Setting up an automatic data sync to a client’s ledger​
      • Importing client data manually via CSV​
      • Mapping the client's chart of accounts

      Time to complete: 35 mins


    • Workpapers
      Not available unless: You are a(n) Learner

      In this recording we cover: 

      • Preparing workpapers
      • Using communications 
      • Posting adjustments
      • Reviewing workpapers

      Time to complete: 45 mins

    • Financial statements
      Not available unless: You are a(n) Learner

      In this recording we cover: 

      • Preparing financial statements
      • Reviewing financial statements 
      • Setting up reporting styles 
      • Exporting financial statements

      Time to complete: 45 mins