Connecting your Myob Business account will allow you to sync your financial data between both systems. Myob Business will sync the following financial modules:
We only support Myob Business Lite & Pro
Clients
Invoices
Quotations
Inventory Items
Payments
Some financial modules sync differently to others. Read about the known caveats here.
Navigating and Connecting Myob Business
Login and navigate to Settings > Accounting Provider
Click on Myob
You will be presented with information on each module, please read these carefully to understand any limitations
Click on Connect to Myob
You will be presented with a separate login window to authenticate your Myob account. If this does not appear, please ensure you do not have popups blocked.
Log in to Myob, including any 2-factor-authentication. Upon redirection, select your organisations and click Save
Depending on whether you have connected an accounting provider previously, you will be presented with different information in the confirmation step. Read the information then click Continue
If you are connecting for the first time, no further action will be taken
If you are reconnecting to a previously disconnected provider, data will remain unaltered and your connection will be restored
If you are connecting for the first time, but were previously connected to another provider, current ledgers and tax rates will be removed from various modules and replaced with new ledgers and tax rates from the newly connected provider to allow for a seamless transition
Select your preferred tax rates and ledger accounts. More information on how to choose these correctly is found here. Once all have been set, click Save
Click Start New Full Sync to begin syncing data between systems
