MYOB Training for Business Owners

How MYOB training usually works

A strong MYOB training process starts with a quick discovery of your business model, software version (MYOB Business or AccountRight), current file quality, reporting cadence and compliance timing (BAS, STP, super and year‑end).

From there, the work typically runs in three layers:

• Immediate triage — fix blocking issues (e.g., unreconciled bank accounts, wrong GST codes, payroll/STP errors).
• Workflow design — align chart of accounts, tax codes, bank rules, user roles and month‑end controls.
• Ongoing review — light check‑ins to keep reconciliations, BAS and payroll accurate as the team beds in the process.

MYOB training modules we cover

• Setup and cleanup — correct file settings, chart of accounts, tax/GST codes, opening balances, users and security.
• Bank feeds and reconciliations — bank rules, coding consistency, GST treatment and month‑end bank recs.
• BAS and GST — tax codes, PAYG W, report preparation and checks before lodging.
• Payroll and STP Phase 2 — pay items, super, leave, timesheets, ATO definitions and year‑end finalisation.
• Sales and purchases — invoicing, bills, payments, quotes, statement runs and payment services.
• Jobs, categories and projects — track profitability and report on segments without overcomplicating the file.
• Inventory (where used) — item setup, costs, stock adjustments and avoiding out‑of‑balance issues.
• Reporting and dashboards — P&L, Balance Sheet, BAS reports, payroll summaries and custom management packs.
• Migration and handover — move from Excel, Xero or QuickBooks to MYOB and train the team on the new workflow.

Australian context to keep in view

• STP Phase 2, superannuation, BAS and payroll compliance require precise MYOB setup and coding to avoid ATO issues.
• MYOB Business (formerly Essentials) and AccountRight behave differently—choose training aligned to your product and add‑ons.
• Industries like trades, retail, hospitality and professional services often need jobs, items or simple inventory configured correctly.
• Documentation matters—small process maps and checklists keep new staff aligned and reduce rework at BAS or year‑end.

What to compare before you commit

Common MYOB problems we fix first

• Unreconciled bank/credit card accounts and duplicate transactions from imports or feeds.
• Incorrect GST codes causing wrong BAS figures or balance sheet mispostings.
• Payroll issues: wrong pay items, super not calculating, leave balances off, STP rejections.
• Inventory or jobs not set up properly, leading to messy reporting and manual workarounds.
• Slow files and security gaps from excess users or missing user roles and period locks.

If any of these apply, a MYOB File Review or MYOB Clean Up combined with targeted training is often the fastest path to stability.

Formats, delivery and signals of quality

• Delivery — online sessions Australia‑wide; onsite workshops available in major cities when needed.
• Formats — 1:1 coaching, team training, cleanup + train packages, or migration + handover.
• Good signals — a written agenda, examples from your industry, post‑session notes, and optional recordings.
• Commercials — transparent scope and follow‑up support so you compare value, not just hourly rates.

Best next steps

Write down the exact outcome you want: cleaner books, lodged BAS, reliable payroll, inventory control, better reporting, or a smooth migration to MYOB.

Shortlist providers that can demonstrate the steps to get there and show examples from similar businesses. If you are switching to or from MYOB, see MYOB Migration Services. If payroll is the pressure point, start with MYOB Payroll Help.