MYOB

Connecting MYOB Business and mapping accounts and tax codes.

MYOB Business receives every finalised invoice and POS receipt as a service invoice, and POS sales are settled with a matching customer payment so they never sit open in your ledger.

Before you start

  • You must be an administrator of the MYOB company file you want to connect.
  • The file needs MYOB single sign-on turned on (it is for almost all current MYOB Business files).

Connecting, step by step

  1. Go to Settings → Integrations → MYOB.
  2. Press Connect to MYOB. You are sent to MYOB's own login page — sign in with your usual MYOB details. We never see your password.
  3. MYOB asks which company file to connect and what access to allow. Choose your business file and approve.
  4. You are returned to the suite automatically and the panel shows the connected file's name. Connected.
  5. Then open the Mappings tab on the same panel and set the income account, the payment (bank) account, and tax codes — so documents land against the right accounts from the first push.
Reconnecting after a quiet week

MYOB expires its access after 7 days without activity. If nothing has synced for a week you will see Reconnect to MYOB instead of a connected panel — press it and sign in again. Invoices raised in the meantime are queued and pushed once you reconnect; nothing is lost.

What is pushed

  • Invoices — as MYOB service invoices, with part-payments mirrored
  • POS sales — as settled invoices with a customer payment attached
  • Card surcharges — as their own line, so totals match to the cent

With no payment account mapped, payments deposit to MYOB's Undeposited Funds so a sale always lands somewhere sensible.

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