Export Inventory Journals and Tracking Data to MYOB

Overview

Learn which MYOB AccountRight Live permissions are required to export inventory journals and account tracking data such as accounting categories and business groups to MYOB, as well as the information that export.

In MYOB AccountRight Live, your access is controlled by privileges that are organised in groups with minimum access levels assigned to them, such as Read Only or Read & Write.

For example, for all data that you transfer between Simpro Premium and MYOB, you need to have a minimum access level of Read Only for the Accounts privilege, which is included in the Accounts group.

A screenshot of the privilege and access levels available in the purple MYOB interface.

All names used in MYOB are case-sensitive when linking to Simpro Premium, which means that all names in Simpro Premium and MYOB must match exactly before transferring any data to prevent duplication.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Accounting Link

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Set Up the MYOB Accounting Link

If you have enabled inventory tracking in Simpro Premium, inventory journals generated by Simpro Premium transfer to MYOB as journals. Learn more in What is Inventory Tracking?. The journal has a description of what action it is performing, which comes from the Memo field in the inventory journal in Simpro Premium.

You need access to privileges in the following groups in MYOB to transfer inventory journal data from Simpro Premium to MYOB:​

Accounts A minimum access level of Read Only for the Accounts privilege.
Lists A minimum access level of Read & Write for the Tax Codes privilege.
Cards A minimum access level of Read & Write for the Customer Cards privilege.

When you delete a supplier credit against a supplier credit, the inventory journal related to that supplier credit needs to be deleted manually.

If you are using accounting category or business group tracking in Simpro Premium, this creates a category in the category list in MYOB. If the category name already exists in MYOB and matches the Simpro Premium category reference, this uses the existing category rather than creating a new one. The category name is case sensitive.

You need access to privileges in the following groups in MYOB to export category and business tracking data.

Accounts A minimum access level of Read Only for the Accounts privilege.
Lists A minimum access level of Read & Write for the Tax Codes privilege.
Cards A minimum access level of Read & Write for the Customer Cards privilege.

Learn more in What is Inventory Tracking?.