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MYOB

We are integrated with the MYOB accounting platform.

Before Getting started!

Ensure the following global one-time setup configurations are properly set up. These settings apply to all stores.

  1. Ensure all ledger accounts are correctly created under Accounts → Chart of Accounts.
  2. Verify that all account mappings for various payment media, sales channels, etc. are properly set up under Accounts → Configurations.

Accounts Mapping

Map your COA BTill accounts to your store’s corresponding MYOB account details, including MYOB account codes, descriptions, tax rates, tracking name 1, tracking option 1, tracking name 2, and tracking option 2. Accounts Mapping

Minimum Required MYOB Account Configuration

Ensure that, at a minimum, MYOB accounts are configured for the following COA accounts. However, for cash clearing, only the "System Cash" account or (Cash Banked & Sales Over/(Under)) accounts need to be mapped.

a. Accounts Receivable
b. System Cash
c. EFTPOS Clearing 
d. Gift Card Clearing 
e. Web Order Clearing 
f. DoorDash Clearing 
g. UberEats Clearing 
h. Menulog Clearing 
i. Loyalty Sales  
j. GST 
k. Round Off 
l. Refund Deduction 
m. Retail Sales with GST 
n. Retail Sales GST Free 
o. Sales Over/(Under)
p. Cash Banked

Please note that missing any of these accounts may result in the report not balancing.

Connecting to MYOB

To connect to MYOB, navigate to Integrations -> MYOB, select your store, and click "Connect MYOB." This will redirect you to MYOB's login page. Log in with your credentials, and upon successful authentication, your MYOB account will be displayed as connected in the admin panel.

Connecting to MYOB Connecting to MYOB

Sync History

We have an auto-sync functionality where, every day, the MYOB journal for connected stores is automatically synced to MYOB. In the Sync tab, you can view the history of all auto-syncs as well as any manual syncs that have been performed. Sync

Under the “Sync” tab:

  1. You have the option to manually sync for a selected date.
  2. Export to CSV: You can export data as a CSV file for a selected date range.
  3. You can view the sync history with status updates.

Disconnect MYOB

If needed, you can disconnect MYOB at any time by clicking "Disconnect MYOB."

Settings

You can configure email IDs to receive alerts if the auto-sync fails for any reason.