Integrating with MYOB AccountRight

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Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Integrating with MYOB AccountRight

Head over to Settings and select "Integrations", then click on "MYOB AccountRight".

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Select "Login to MYOB".

Note: You’ll now be redirected to MYOB and asked to log in and authorise Tradify.

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Enter in your MYOB login credentials and then select "Sign in".

Note: If you're already logged into MYOB, it will automatically skip this step.

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Once MYOB has successfully logged in, head back to Tradify and you'll be asked to choose the relevant MYOB account to link to along with the MYOB login credentials.

These login credentials are specific to your MYOB account and can be found on the back of the box which the software came in or within the accounts settings. By default, MYOB sets these credentials to:

User ID: Administrator

Password: (by default, the password is left blank)

Note: If this doesn't work, please contact MYOB support for further assistance.

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Once you've successfully linked the account, you'll now notice five new account fields are presented to edit.

Note: The account fields are mandatory and need to be mapped in order to post invoices to MYOB AccountRight.

Using the dropdown fields, select the appropriate invoice layout and account codes for Sales of LabourSales of Materials, Purchases and Bank Account  - then click "Save".

Note: If you're unsure on which account codes to use, we recommend speaking with your accountant or bookkeeper. If you'd prefer to go at this alone, please see here to learn more about mapping your MYOB AccountRight account codes.

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Integration Presets

The following presets are available to use at your discretion. You can enable as many or as little as you'd like.

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  • Use MYOB invoice numbering sequence. This is recommended if you plan to create invoices using both Tradify and MYOB. 
    As the name suggests, enabling this option will trigger Tradify to use MYOB's invoice numbering sequences over its own. This all takes place during the stage of sending the invoice to MYOB. Until that point in time, the invoice will remain with a 'draft' title in Tradify.
Note: In order to reduce the chance of duplicate invoice numbers, please ensure that in MYOB, the option to "Warn for Duplicate" is enabled. This can be found under Setup > Preferences > Sales (and also Purchases) - as shown below.

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  • Send invoice description to MYOB. This will create a line item using the invoice description when sending invoices to MYOB. 
    If this option is enabled, Tradify will send the invoice description to MYOB in the form of a line item. We do this as MYOB doesn't have the same 'description' field as you would find on the Tradify invoice.

  • Use Job Address for Invoice Ship to. This will use the job address instead of the customer's address in the 'Ship to' field of invoices sent to MYOB.
    When this option is selected, Tradify will send the "Job Address" to MYOB in the form of the "Ship to" address. 
  • Synchronise items when an invoice or bill is sent to MYOB.
    When this option is enabled, Tradify synchronises the Price List Items on an Invoice with the Inventory Items in MYOB. Any changes made to the description, unit price or buy price will be updated in MYOB from Tradify (when an invoice with the relevant price list items are sent over).
Important Note: Enabling this option increases the amount of time it takes to send an invoice to MYOB due to current limitations on MYOB's API (Application Program Interfacing Tool). For this reason, we do not recommend turning this on unless it's needed.

 

 

Importing from MYOB AccountRight

Once the link has been established with MYOB, you can import your customers, suppliers and price list items by following the processes set out in each of the articles linked below.

Importing Customers from MYOB AccountRight

Importing Suppliers from MYOB AccountRight

Importing Price List Items from MYOB AccountRight

Important Note: You can perform the above steps at any stage to update your Customers, Suppliers and Price List Items in Tradify. However, we do recommend creating and maintaining these in Tradify directly, as they will automatically update in MYOB AccountRight when sending invoices over. 
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