The integration works with Account Right Live and Essentials. Functionality includes:

  • Automatic syncing of order invoices to MYOB.
  • Automatic syncing of inventory from MYOB (optional).
  • Automatic syncing of credit card payments to MYOB.
  • Automatic syncing of payments reconciled in MYOB.
  • Automatic syncing of payout fees to MYOB.

Integrating with MYOB is quick and easy!

 

Connect to MYOB

 

To connect to Square, simply click on your company name in the top right corner, then select "Settings" . 


In the "Settings" menu, scroll down and select"Integrations".


Click on "Add +"  in the top right-hand corner.


The "Add Integration" page will show. Click on the "MYOB" icon. You will be taken to Square where you can login and grant access to Supply'd.

 

After returning to Supply'd the "MYOB Settings" screen should appear.

If it doesn't appear, click on your name in the top right corner, select "Settings", scroll to "Integrations" and select "MYOB" from the "Integrations" list. You can also follow these steps if you need to make changes to the settings at a later date.

 

MYOB Settings

Complete the fields as follows:

  • Integration Name* [Required] -  A reference name for this integration.

 

General Settings

Overall settings for integration with Quickbooks.

(Note: Your settings may vary from the examples shown.)

  • Default Product Income Account - The default income account for products to be assigned to. This can be overridden at a product level.



  • Default Product Cost of Sales Account - The default cost of sales account for products to be assigned to. This can be overridden at a product level.



  • Default Product Asset Account - The default cost of goods account for products to be assigned to. This can be overridden at a product level.



  • Default Product Expense Account - The default expense for products to be assigned to. This can be overridden at a product level.



  • Income GST Tax Code - The GST tax code in Myob that applies to Income.



  • Income GST Free Tax Code - The GST free tax code in Myob that applies to income.



  • Purchase GST Tax Code - The GST tax code in Myob that applies to Income.



  • Purchase GST Free Tax Code - The GST free tax code in Myob that applies to income.




Sync Supply'd Orders?

Toggle on to sync invoices from Supply'd to MYOB.

  • Supply'd Invoice Number Prefix - An optional prefix for Supply'd invoice numbers sent to MYOB.

  • Sync Supply'd Orders - When to sync Supply'd orders to Myob. Select from the drop-down.


    • After Order Shipped: Will sync the orders to Myob only after they have shipped.
    • After Order Picked: Will sync the orders to Myob only after they have been picked.
    • After Order Placed: Will sync the orders to Myob only after they have been placed in the system.

  • Supply'd Credit Card Fees Account - Which account to sync credit card fees received from Supply'd to in Myob. This should be a "Revenue" account.



  • Supply'd Credit Account - Which rounding account to sync any required rounding to in Myob. This should be a "Current Liability" account.



  • Supply'd Clearing Account - Which account to sync payments made against these orders to in Supply'd. This is recommended to be a Supply'd clearing account for payments from invoices. This should be a "Current Liability" account with "Enable payments to this account" checked.



Sync [Channel] - [Integration Name] Orders?

Toggle on to sync imported orders from an integrated channel.

  • Sync Historical [Channel] Orders - Whether or not to sync historical [Channel] orders already created. If yes, all orders from [Channel] will be synced, if no only new orders will be synced.This only applies to new orders since the last sync if a sync was previously active.



  • [Channel] Invoice Number Prefix - An optional prefix for imported [Channel] invoice numbers sent to Myob. For imported orders it is recommended to leave this blank as the prefix applied on the integration itself will already be added.

  • Sync [Channel] Orders - When to sync [Channel] orders to Myob.
    • After Order Shipped: Will sync the orders to Myob only after they have shipped
    • After Order Picked: Will sync the orders to Myob only after they have been picked.
    • After Order Placed: Will sync the orders to Myob only after they have been placed in the system.

  • [Channel] Clearing Account - What account to sync payments made against these orders to in [Channel]. This is recommended to be a specific clearing account for payments from [Channel]. This should be a "Current Liability" account with "Enable payments to this account" checked.



Syncing Other Platforms

For other platforms, such as WooCommerce, Square etc., toggle on and complete the fields as per above.

Sync Purchase Orders

Toggle on to sync purchase orders from Supply'd to Myob.

  • Supply'd Purchase Order Prefix -  An optional prefix for Supply'd order numbers sent to MYOB.

  • Credit Card Fees Expense Account - What account to sync credit card fees paid from Supply'd to in Myob. This should be an "Expense" account.

 

Sync Inventory

Toggle on to sync inventory totals from Supply'd to Myob.

  • Inventory Adjustment Account - The default cost of goods account for products to be assigned to. This should match the Product Asset Account.



  • Primary Location - Warehouse - Which warehouse would you like to map Primary Location to for inventory syncing.



Save

Click "SAVE"  to apply the settings.



Disconnecting from MYOB

If you would like to disconnect from MYOB, you can do so by clicking on your company name in the top right corner, selecting "Settings", then "Integrations". Select "MYOB" from the "Integrations" list. Click on the 3 dots in the top right corner and select "Remove Integration".


You will be asked to confirm.