Account Keeping Plus – Administration, Bookkeeping, Compliance News & Tips MYOB Reckon Quickbooks Xero Software TrainingSmall Business

Making Business Books and Accounting Come Alive! MYOB Reckon Xero

#MYOB Pro Tip – Shortcut Timesaver – Ctrl+J opens the Sales

Leave a comment


Account Keeping Plus Pro Tips

Pro Tips

MYOB Shortcut Timesaver – Ctrl+J opens the Sales, ready to invoice / bill a customer.

You can start with a Quote for the customer, then convert to an Order, then to a sale

(see top left of Invoice to change type to start)

(will generate a new invoice number each conversion, or to keep same number, click on Set Up in Menu at the top>Preferences>Sales, tick: “Retain Original Inv # when quote changed to Order or Invoice” also, can click on “Delete Quotes upon Changing to and Recording as Order or Invoice”)

Quotes don’t appear on Profit and Loss, but Orders and Invoices do

Advertisements

Author: accountkeepingplus

Administration, bookkeeping and compliance for small business, and Self-Managed Super Funds (SMSF) Training, trouble-shooting, or we can do the books and payroll for you! Self Managed Superannuation Fund Service Provider, Free support MYOB Certified Consultant, Reckon/QuickBooks Professional Partner.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s