MYOB
Supply'd can integrate directly to MYOB to automate a number of previously manual processes.
Last updated
Supply'd can integrate directly to MYOB to automate a number of previously manual processes.
Last updated
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!
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.
Complete the fields as follows:
A reference name for this integration.
Overall settings for integration with Quickbooks.
The default income account for products to be assigned to. This can be overridden at a product level.
The default cost of sales account for products to be assigned to. This can be overridden at a product level.
The default cost of goods account for products to be assigned to. This can be overridden at a product level.
The default expense for products to be assigned to. This can be overridden at a product level.
The GST tax code in Myob that applies to Income.
The GST free tax code in Myob that applies to income.
The GST tax code in Myob that applies to Income.
The GST free tax code in Myob that applies to income.
Toggle on to sync invoices from Supply'd to MYOB.
An optional prefix for Supply'd invoice numbers sent to MYOB.
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.
Which account to sync credit card fees received from Supply'd to in Myob. This should be a "Revenue" account.
Which rounding account to sync any required rounding to in Myob. This should be a "Current Liability" 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.
Toggle on to sync imported orders from an integrated channel.
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.
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.
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.
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.
For other platforms, such as WooCommerce, Square etc., toggle on and complete the fields as per above.
Toggle on to sync purchase orders from Supply'd to Myob.
An optional prefix for Supply'd order numbers sent to MYOB.
What account to sync credit card fees paid from Supply'd to in Myob. This should be an "Expense" account.
Toggle on to sync inventory totals from Supply'd to Myob.
The default cost of goods account for products to be assigned to. This should match the Product Asset Account.
Which warehouse would you like to map Primary Location to for inventory syncing.
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.
Click the button to add the QuickBooks integration.
