MYOB Setup & Data Cleanup
Budget: $15 – $25 AUD
I need MYOB configured for a small team and our database cleaned so day-to-day accounting runs smoothly again. The immediate tasks are:
• Set up 1–5 new user profiles with the right access levels and passwords.
• Audit and tidy existing data—financial transactions, inventory records, and customer details—removing duplicates, fixing mis-codings, and re-classifying entries where necessary.
• Produce a short summary that lists the issues found, the corrections made, and any settings or procedures I should update to keep the file clean going forward.
• If time allows, finish with a brief walkthrough so I’m confident everything is in the right place.
The file is in MYOB AccountRight, so solid experience with that environment (or a comparable MYOB edition) is essential. Accuracy, clear communication, and a respect for confidential financial information are must-haves.
• Set up 1–5 new user profiles with the right access levels and passwords.
• Audit and tidy existing data—financial transactions, inventory records, and customer details—removing duplicates, fixing mis-codings, and re-classifying entries where necessary.
• Produce a short summary that lists the issues found, the corrections made, and any settings or procedures I should update to keep the file clean going forward.
• If time allows, finish with a brief walkthrough so I’m confident everything is in the right place.
The file is in MYOB AccountRight, so solid experience with that environment (or a comparable MYOB edition) is essential. Accuracy, clear communication, and a respect for confidential financial information are must-haves.
Related categories:
Data Processing
Data Entry
Accounting
Excel
MYOB
Financial Analysis
Xero
Database Management