We’ve broken down the setup into six steps. Depending on how your business works, you might not need to complete all of these steps:

Authorize
General settings
MYOB contact import or export
Revenue group mappings
Tax rate mappings
Enable

Before you begin

You’ll need a MYOB account to use our MYOB integration. Sign up on the MYOB website.

Get started

Head to System Setup > Integrations > MYOB to start the configuration.

Authorize

Hit the Connect to MYOB button to authorise the connection between the system and your MYOB.

A window will open, prompting you to log in to MYOB if not already signed in, then choose an organisation on your account to link to.

General settings

Default account code

The default account code is used when posting an invoice to MYOB with invoice items that contain an accumulated charge. For example, when an opportunity is invoiced with the grouping option of “opportunity,” the line on the invoice may contain charges from multiple revenue groups.

Default tax code

The default tax code is used when calculating tax on invoices. The information available will depend on the settings in your MYOB Account.

Default deposit account

The default deposit account is used when processing payments. The information available will depend on the settings in your MYOB Account.

Post zero-value invoice items?

Set this to NO to prevent zero-value invoice items from being posted to MYOB.

Create a linked MYOB contact when creating an organisation?

When set to YES, when you create an organisation, a new contact is automatically created in MYOB. This organisation is linked to the contact in MYOB, so invoices posted are associated with this contact in MYOB.

A linked contact won’t be created if you fill in the “Linked MYOB contact” field when creating an organisation.

MYOB contact import or export

Use the Import contacts and Export organisations buttons to bring contacts in from MYOB or export organisations to MYOB.

If you’re an existing MYOB user, import your contacts from MYOB to create corresponding linked organisations.
If you’re an existing user and new to MYOB, export your organisations from the system to MYOB to create corresponding linked contacts in MYOB.
If you’ve used both systems in parallel for a while but haven’t integrated the two, import from MYOB to create organisations and export from the system to create contacts in MYOB.

We’ve a full guide that runs through importing and exporting in more detail, see: Import and export organisations from MYOB

Create a linked MYOB contact when creating an organisation?

A linked contact won’t be created if you fill in the “Linked MYOB contact” field when creating an organisation.

Revenue group mappings

As mentioned above, products, services, and text items are assigned a revenue group for rental and sale. In this section, you map revenue groups to MYOB account codes.

You’ll see a list of your revenue groups on the left and a list of MYOB accounts on the right. Map each account here.

If you add a new account in MYOB and need to update a list, hit the blue refresh link to the right.

To add new revenue groups, head to System Setup > Revenue groups.

Tax rate mappings

You’ll see a list of your tax rates on the left and a list of MYOB tax rates on the right. Map each tax rate here.

Multiple tax components

A tax rate in MYOB can consist of multiple tax components (rate percentages) to cater for regions where both state and city taxes are applicable. The state and city tax rate percentages are created as separate tax rates and combined using a tax rule.

With such a tax configuration, link both tax rates to the same MYOB tax rate.