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Bookkeeping Institute of Australia Pty Ltd.

5/1407 Logan Road

Mt. Gravatt Central
QLD. 4122, Australia

Phone: 1300 729 844

Fax: (07) 3343 1511

Mobile: 0418 211 108

sales@biau.com.au
ABN: 24 098 593 554
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BI-670 BIA Certificate of Bookkeeping using MYOB

General Description:

Although computer accounting packages are the standard method of accounting, without an understanding of the underlying processes, users of these systems often have difficulty verifying results or troubleshooting.

This 7 day course has been designed to introduce the theory and practice of basic accounting and bookkeeping as well as a good understanding of MYOB. The course introduces participants to the various source documents and journals required to establish a computerised set of accounts for a small to medium sized business. This course is excellent for people with little or no accounting experience.

We recommend this course to anyone who has little or no accounting experience and is using – or is about to use - MYOB or any other computer accounting system.

The course includes 5 days of self-paced training in MYOB and 2 days of comprehensive bookkeeping training in a trainer-led classroom

This course incorporates the following courses:

  • BI-560 Introduction to Bookkeeping & Accounting (Accounting for Non-Accountants)

  • BI-650 Ready to Go with MYOB Accounting PLUS with Payroll, GST & BAS and Intermediate Features

Learning Outcomes:

 

At the completion of the Introduction to Bookkeeping & Accounting course participants will have an understanding of:

Day 1:

  • Accounting Concepts & Terms

  • Business organisations

  • Accounting entities

  • Business types

  • The trading cycle

  • Accounting standards

  • Accounting principles

  • Accounting conventions

  • Accrual concept of accounting

Day 2:

  • Cash accounting

  • The GST

  • Source documents

  • Account classification

  • Double entry bookkeeping

  • Chart of accounts

  • The accounting equation & net profit

  • The balance sheet

  • Groups of accounts

At the completion of the BI-650 MYOB course participants will be able to:

Day 1:

  • start and navigate around MYOB

  • enter customer and supplier details into MYOB's card file

  • write cheques to make payments

  • perform a bank reconciliation

  • setup inventory for a new company file

  • use the purchasing features of MYOB

  • pay for purchases that have been made from suppliers

  • make sales to customers

  • record customer payments

Day 2:

  • create a new company file in MYOB

  • modify a chart of accounts to suit specific business needs

  • use MYOB to manage a petty cash drawer

  • manage credit cards in a business

  • understand how MYOB is used to track GST

  • use MYOB's BASlink to produce a Business Activity Statement

  • complete end of month transactions

  • complete end of year transactions

  • roll over MYOB into a new year

Day 3:

  • setup MYOB Accounting Plus for payroll

  • conduct a pay run

  • create and track employee entitlements

  • pay employees electronically

  • display payroll information and generate reports

  • finalise the end of a pay year.

Day 4:

  • open a MYOB data file and enter cash sales

  • enter cash payments and recurring transactions from source documents

  • print cashbook and profit and loss reports

  • extract and record information from a bank statement

  • produce a bank reconciliation statement

  • record overcharges in sales, enter overpayments in sales & enter refunds

  • enter contra entries & record deposits collected on customer orders

  • set up electronic supplier payments

  • email invoices and statements

  • set up credit limits for customers

  • calculate the BAS figures using the calculation sheet method

  • view Tax Codes used in the data file

  • account for payments where GST does not equal 1/11th

  • pay an account for GST only

  • enter the receipt of a Recipient Created Tax Invoice

  • key in a sale including GST amount

  • enter a payment for entertainment expenses

  • write an account off as a bad debt and view GST reports

  • account for private use when the bill is paid

  • account Hire Purchase agreement and payment

  • account for a Fuel Tax Credit

  • account for Chattel Mortgage agreement and payment

  • enter the purchase of an asset with GST

  • enter the purchase of an invoice from a supplier not registered for GST

  • enter the purchase of an invoice from a supplier with no ABN

Day 5:

  • customise MYOB to operate in a number of ways

  • perform a number of file operations in MYOB

  • secure your MYOB file and the data in it

  • work with custom lists, custom fields, and identifiers to mine data

  • deal with more complex invoicing matters

  • setting up inventory for more complex items

  • use MYOB to manage point of sale transactions

  • export MYOB data to a spreadsheet program

  • customise MYOB forms to suit your own business needs.

Target Audience:

We recommend this course to anyone who has little or no accounting experience and is using – or is about to use - MYOB or any other computer accounting system.

Prerequisites:

Although this course is designed for participants with little or no knowledge of MYOB a reasonable working knowledge of Microsoft Windows and file management is desirable. If the participant does not have these skills they are taught on our course BI-210 Introduction to PC's, Windows and Office.

Methodology:

 

A self-paced hands-on approach is taken during this course. A case study is used to produce real-life scenarios so that learners experience how to use the software to solve everyday problems and undertake routine tasks. A course manual is included in the cost of this course. Course files are provided with this courseware.

Course Materials:

The following learning materials will be provided for this course:

  • MYOB Student Edition CD

  • CD of self-paced Exercises

  • BI-610 Ready To Go with MYOB Accounting course manual

  • BI-620 Ready To Go with MYOB Accounting manual

  • BI-612 MYOB Payroll manual

  • BI-614 MYOB Accounting with GST/BAS for Advanced Users manual

    •

  • BI-615 MYOB Accounting for Intermediate Users manual

  • Introduction to Bookkeeping & Accounting:

  • Study Guide

  • PowerPoint slides and

  • Exercise Book

Course Convener:

The course is lead by our Principal, Dennis Turner, who has successfully operated a contract bookkeeping business since the introduction of GST into Australia in 2000, including a year with a major Bookkeeping Franchise with over 50 franchisees.

Dennis has almost 20 years experience with GST and prior to coming to Australia Dennis held the position of Financial Controller for 5 years after owning his own computer business for 10 years. He has held a variety of accounting and IT management roles over the last 30+ years and is well qualified to run this course.

He holds a 2007 BCom (Accounting) degree from Griffith University, is a member of the National Institute of Accountants (MNIA) and a fellow of the Institute of Certified Bookkeepers (FICB).

Certificate:

Upon completion of this course the Bookkeeping Institute of Australia will issue a 'Certificate of Bookkeeping using MYOB'. This is an certificate of achievement, not a competency based qualification.

Inclusions & Times:

 All of our course books and exercise CD's are included in the low course fee - as is lunch, tea & coffee and sweets - and the courses run from 9:15am to 4pm.
 

Table of Contents

BI-560 Introduction to Bookkeeping & Accounting
(Accounting for Non-Accountants) - 2 Days

  • Accounting Concepts & Terms

  • Business organisations

  • Accounting entities

  • Business types

  • The trading cycle

  • Accounting standards

  • Accounting principles

  • Accounting conventions

  • Accrual concept of accounting

  • Cash accounting

  • The GST

  • Source documents

  • Account classification

  • Double entry bookkeeping

  • Chart of accounts

  • The accounting equation & net profit

  • The balance sheet

  • Groups of accounts

BI-650 Ready to Go with MYOB Accounting PLUS with Payroll, GST & BAS and Intermediate Features  - 5 Days
 

BI-610 Ready To Go with MYOB Accounting - Day 1

1. BASIC ORIENTATION

 1. Starting MYOB in Microsoft Windows

 2. The MYOB Screen

 3. Navigating the Command Centre

 4. Finding Transactions

 5. Other Things to Know About MYOB

  2. CARDS

 1. Cards Overview

 2. Entering Customer Details

 3. Entering Supplier Details

 4. Changing Credit Terms

 5. Choosing A Form Layout

3. CHEQUES

 1. Banking Overview

 2. Writing Cheques

 3. Recurring Cheques

 4. Using A Recurring Cheque

 5. Printing Cheques

 6. Receiving Money

4. RECONCILIATIONS

 1. Reconciliation Overview

 2. Producing A Reconciliation Report

 3. Accounting For Government Fees

 4. Bank Statements And The GST

 5. Performing A Reconciliation

5. SETTING UP INVENTORY

 1. Overview Of Inventory

 2. Entering Inventory Items

 3. More Complex Items

 4. Counting Stock And Adjusting Inventory

6. PURCHASES

 1. Purchasing Overview

 2. Simple Purchasing

 3. Raising A Purchase Order

 4. Printing Purchase Orders

 5. Emailing Purchase Orders

 6. Receiving Ordered Items

 7. Receiving Items Without The Bill

 8. Obtaining Quotes

 9. Completing Quotes

10. Restocking From Inventory

7. PAYING FOR PURCHASES

 1. Payments Overview

 2. Determining The State Of Your Payments

 3. Finding Due Dates

 4. Locating A Specific Order Or Bill

 5. Making Payments

8. SELLING

 1. Sales Overview

 2. Creating An Item Invoice

 3. Checking The Sales Journal

 4. The Invoice From Hell

 5. Printing Invoices

 6. Emailing An Invoice

 7. Entering Cash Sales

9. RECEIVABLES

 1. Receivables Overview

 2. Applying Payments

 3. Applying Payments To Multiple Invoices

 4. Preparing A Bank Deposit Slip

 5. Printing An Invoice Statement

 6. Printing An Activity Statement

 7. Analysing Sales Performance

BI-620 Ready To Go with MYOB Accounting — Day 2

1. CREATING A NEW COMPANY FILE

 1.  Getting Ready For MYOB

 2.  Creating A New Company File

 3.  Activating Your Company File

2. CHART OF ACCOUNTS

 1.  Chart Of Accounts Overview

 2.  Starting MYOB With A Specific File

 3.  Modifying Existing Accounts

 4.  Header And Detail Accounts

 5.  Deleting Accounts

 6.  Linking Accounts

 7.  Checking Tax Codes

 8.  Preparing For Electronic Banking

3. PETTY CASH

 1.  Petty Cash Overview

 2.  Setting Up For Petty Cash

 3.  Raising A Petty Cash Float

 4.  Accounting For Petty Cash

4. CREDIT CARDS

 1.  Credit Card Overview

 2.  Spending Using A Credit Card

 3.  Mixed GST Spending

 4.  Paying Bills With A Credit Card

 5.  Reconciling The Credit Card Account

 6.  Paying Your Credit Card Account

5. MYOB AND THE GST

 1.  GST Overview

 2.  Tax inclusive transactions

 3.  Examining tax codes

 4.  Withholding tax

 5.  Examining GST accounts

 6.  Running GST reports

6. BUSINESS ACTIVITY STATEMENT

 1.  Business Activity Statement overview

 2.  Preparing to use BASlink

 3.  Creating additional GST account numbers

 4.  Running pre-BAS reports

 5.  Setting up the BASlink worksheet

6.  Entering values directly

 7.  Calculating your PAYG instalment

 8.  Creating BAS transaction information

 9.  Making the tax payment

7. END OF MONTH

 1.  End Of Month Overview

 2.  Reconciling The Bank Account

 3.  Performing A GST Check-Up

 4.  Checking Customer & Supplier Balances

 5.  Checking Your Payroll Obligations

 6.  Fulfilling Payroll Obligations

 7.  Checking The Inventory Balance

 8. END OF YEAR

 1.  End Of Year Overview

 2.  Creating Stock Take Adjustment Accounts

 3.  Performing Stock Take Adjustments

 4.  Entering Depreciation

 5.  Writing Off Bad Debts

 6.  Settling The Bad Debt

 7.  Understanding Prepayments

 8.  Pro Rata Prepayment Adjustment

 9.  Accrued Expenses

10. Starting A New Financial Year

11. Start Of Year Adjustments

BI-612 MYOB Payroll - Day 3

1. SETTING UP PAYROLL

1. Overview Of Payroll

2. Opening The Data File

3. Setting Up Basic Payroll Information

4. Understanding Payroll Categories

5. Creating A New Deduction

6. Enhancing Payroll Accounts

7. Linking Categories And Accounts

8. Setting Up Payroll Quick Reference

2. SETTING UP EMPLOYEES

1. Overview Of Employees

2. Entering Employee Profiles

3. Entering Payroll Details

4. Entering Payroll History

5. Entering More Employees

6. Setting Up Employees Quick Reference

3. CONDUCTING A PAY RUN

1. Overview Of Conducting A Pay Run

2. Paying Salaried Employees

3. Paying Wages To Employees

4. Printing Pay Cheques

5. Printing Pay Advice Slips

6. Printing A Payroll Summary

7. Conducting A Pay Run Quick Reference

4. ENTITLEMENTS

1. Overview Of Entitlements

2. Changing Entitlement Categories

3. Activating Entitlements

4. Entering Carry Overs

5. Working With Entitlements

6. Reviewing Entitlements

7. Staff Entitlements

8. Reviewing Staff Entitlements

9. Running Entitlement Reports

10. Entitlements Quick Reference

5. ELECTRONIC PAYROLL

1. Overview Of Electronic Payroll

2. Setting Up Bank Details

3. Entering Employee Banking Details

4. Paying Employees Electronically

5. Processing The Pays

6. Printing Employee Pay Slips

7. Electronic Payroll Quick Reference

6. PAYROLL INFORMATION

1. Overview Of Payroll Information

2. Analysing Employee Pays

3. Payroll Categories

4. Payroll Summary Reports

5. Payroll Information Quick Reference

7. PAYROLL END OF YEAR

1. Overview Of Payroll End Of Year

2. Creating Payment Summaries

3. Starting A New Year

4. Payroll End Of Year Quick Reference.

BI-614 - MYOB Accounting with GST/BAS for Advanced Users — Day 4

1. BANKING COMMAND CENTRE

1. Looking at the Banking Preferences

2. Entering Payments from Cheque Butts

3. Saving a Recurring Payment

4. Using a Recurring Payment

5. Checking the Accuracy of Data Entered

6. Correction of Errors

7. Using Bank Register to enter a payment

8. Setting up Undeposited Funds in your Data File

9. Entering Cash Sales

10. Recording the Banking of Undeposited Funds

11. Entering more Cash Sales

12. Printing the Bank Register

13. Entering a Petty Cash Payment

14. Entering a Credit Card Payment

15. GST Collected/Paid Report

16. Calculating the GST Refund/Payment

17. Profit and Loss [Cash] Report for the Month

2. RECONCILING YOUR BANK ACCOUNT

1. Reconciling the Cheque A/C with the Bank Statement

2. Entering Bank Charges [Account Keeping Fees]

3. Printing the Bank Reconciliation Statement

4. Undo the Bank Reconciliation

5. Print the Balance Sheet

6. Reconciling a Downloaded Bank Statement

3. ADVANCED SALES & PURCHASES FEATURES

1. Recording an Overcharge

2. Recording an Overpayment

3. Writing a REFUND cheque

4. Handling a Contra Entry

5. Recording Deposits from Customers

6. Recording an Order with a Deposit as a Sale

7. Handling Lay-bys [Notes only]

8. Batch emailing invoices/purchase orders

9. Batch Emailing Statements

10. Automating the process

11. Setting up and Controlling Credit Limits

12. Entering a Sale with Credit Limit Protection

4. PREPARING THE BUSINESS ACTIVITY STATEMENT

1. Before Preparing your Business Activity Statement

2. Setting up BAS Information for reporting GST

3. Selecting your Reporting Period

4. Preparing your Business Activity Statement

5. Setting up GST Amounts you Owe the ATO from Sales

6. Setting up GST Amounts the ATO owes you from Purchases

7. The Front Sheet and Back Sheets of the BAS

8. Printing the Business Activity Statement

9. Printing the BAS Transaction Facsimile

10. Saving your BAS

11. Creating a Rounding A/c

12. Entering your BAS Payment

13. Creating a BAS Journal

14. Locking your Data File

5. GST AND THE BAS

1. Viewing Tax Codes

2. Explanation of the MYOB Tax Codes

3. Explanation of the BAS “G” Sales Codes

4. Using the Calculation Worksheet for Sales Calculations

5. Explanation of the BAS “G” Purchase Codes

6. Using the Calculation Worksheet for Purchase Calculations

7. Information on completing the Activity Statement

8. Reporting Your Taxes on the BAS

9. When GST is not equal to 1/11th of the Total Amount

10. Paying an Account for GST only

11. Rounding the GST amount

12. Recipient Created Tax Invoices

13. Entering a payment for Entertainment Expenses

14. Creating a Sales Invoice entering GST inclusive amounts

15. Writing a Customer off as a Bad Debt

16. Accounting for Private Use

17. Purchase of an Asset including GST on Credit

18. Purchase of an Asset [going concern] – GST Free

19. Supplier not Registered for GST

20. Supplier without an ABN

21. Purchase of a new Motor Vehicle using a Chattel Mortgage

22. Purchase of a new Motor Vehicle on Hire Purchase

23. Accounting for Insurance Funding Arrangements

24. Claiming Fuel Tax Credits

25. Recording Diesel purchased for the farm

26. Input Taxed Receipts and Payments

27. Entering sale of an asset

28. Printing Reports

29. Enter a credit sale

30. Voluntary Agreements

31. Before preparing the Activity Statement

32. Print the Reconciliation Reports

33. Brown’s Enterprises Bank Statement

34. Running the Company Data Auditor

35. Displaying your GST detail report

36. Print Quarterly Reports

37. Reconciling the GST – reporting on a Cash Basis

38. Setting up BAS Information

39. Selecting your Reporting Period

40. Preparing your Business Activity Statement

41. Setting up GST Amounts you Owe the ATO from Sales

42. Setting up GST the ATO owes you from Purchases

43. Viewing Front Sheet of BAS

44. Setting up Voluntary Withholding

45. Reporting the Fuel Tax Credit

46. Linking labels to Accounts

47. Print the Audit Report Summary

48. Print the Business Activity Statement

49. Print the BAS Transaction Journal

50. Saving your BAS

51. BAS Checklist

52. Notes on Luxury Car Tax

53. Purchase of a car with Luxury Car Tax 

BI-615 MYOB Accounting for Intermediate Users — Day 5

1. CUSTOMISING MYOB

1. Overview Of Customising

2. The Changing Start Up And Closure

3. Changing Sales And Purchase Preferences

4. Reports And Form Preferences

2. FILE MANAGEMENT

1. File Management Overview

2. Creating File Associations

3. Verifying A Data File

4. Creating A Backup

5. Restoring A Backup File

3. SECURITY IN MYOB

1. Overview Of Security

2. Setting The Administrator Password

3. Opening A File With A Password

4. Creating User Profiles

5. Working With A User Account

6. Deleting Unwanted User Profiles

4. DATA MINING IN MYOB

1. Data Mining Overview

2. Creating A Custom List

3. Using A Custom List

4. Creating Custom Fields

5. Using Custom Fields

6. Creating Identifiers

7. Applying Identifiers

8. Printing A List Of Identifiers

9. Advanced Searching

10. Advanced Reporting

11. Custom Reports

5. INVOICING TECHNIQUES

1. More Invoicing Techniques

2. Placing Items On Back Order

3. Creating A Service Invoice

4. Viewing Your Invoices

5. Raising A Credit Note

6. Settling The Credit

6. SETTING UP INVENTORY

1. Overview Of Inventory

2. Entering Inventory Items

3. More Complex Items

4. Counting Stock And Adjusting Inventory

7. POINT OF SALES

1. Point Of Sales Overview

2. Linking To Undeposited Funds

3. Creating A Generic Customer

4. Cash Sales At The Counter

5. Credit Card Sales At The Counter

6. Banking Daily Sales Revenue

7. Creating A Merchant Expense Account

8. Accounting For Merchant Fees

9. Reconciling Counter Sales With Your Banking

8. MYOB AND SPREADSHEETS

1.Spreadsheets Overview

2. Sending Cards To Excel

3. Sending Sales Data To Excel

4. Formula Gotchas

9. CUSTOMISING FORMS

1. Overview Of Customising Forms

2. Creating A New Custom Form

3. Understanding The Forms Toolbar

4. Setting Form Properties

5. Previewing A Form

6. Working With Text Fields

7. Adding A New Data Field

8. Deleting Unwanted Objects

9. Working With Lines

10. Formatting Fields

11. Shading Fields

12. Inserting A Picture

13. Running The New Form

14. Changing A Custom Form

 

MYOB Course Details

BI-210 Introduction to PC's, Windows and Office

BI-560 Introduction to Bookkeeping & Accounting

BI-610 MYOB Accounting Day to Day

BI-612 MYOB Payroll

BI-614 MYOB Accounting in Daily Use (with GST & BAS)

BI-615 MYOB Accounting for Intermediate Users

BI-620 Ready to Go with MYOB Accounting

BI-622 MYOB Accounting with intermediate features

BI-624 MYOB Accounting for GST/BAS

BI-630 MYOB Accounting Plus with Payroll

BI-632 Ready to Go with MYOB Accounting (with Intermediate Features)

BI-634 Ready to Go with MYOB Accounting (with GST & BAS)

BI-636 MYOB Accounting with intermediate features

BI-640 MYOB Accounting Plus with Payroll, GST & BAS

BI-650 MYOB Accounting Plus with Payroll, BAS & Advanced Features

BI-660 Ready To Go with MYOB Accounting PLUS

BI-670 BIA MYOB Certificate of Bookkeeping (non accredited)

BI-570 BIA Bookkeeping Certificate (accredited)

BI-575 Certificate IV in Bookkeeping (accredited)

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