How to Set Up the MYOB Accounting Link

Overview

Before you begin posting your simPRO transactions to MYOB, you need to enable the accounting link in simPRO.

When transferring data between simPRO and MYOB, remember that:

  • All names used in MYOB are case-sensitive when linking to simPRO, which means that all names in simPRO and MYOB must match exactly before transferring any data to prevent duplication.
  • You cannot post transactions from simPRO to header type accounts, which are bolded in your accounts list in MYOB.
  • You cannot post to an account marked as inactive in MYOB.
  • You need to enter the account number, not the account name, when setting up simPRO and the accounts it links to in MYOB. You can access account numbers in your chart of accounts in MYOB.

This accounting link can be used with both MYOB AccountRight Live and the current version of MYOB Essentials that is powered by AccountRight Live.

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:

Set Up Accounts

A screenshot of the available cloud accounting packages to select to integrate with in simPRO.

To enable the MYOB accounting link:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Accounts Integration.
    • If you cannot view the Accounts Integration tab, you may need to check your security group permissions. Learn more in How to Set Up Security Groups.
  2. Click the MYOB logo.
  3. Adjust settings and export options as required.
  4. Click Save.

To access the accounting link, click Dashboard in the top left corner, then go to Utilities A screenshot of a schedule icon with a grey calendar icon and an arrow. > MYOB.

The settings in this section only apply to MYOB AccountRight Live, and not MYOB Essentials.

You need to adjust the following settings to enable the MYOB AccountRight accounting link in simPRO:

MYOB Contacts Address 1 Select whether to Use simPRO Street Address or Use simPRO Postal Address as the corresponding field.
MYOB Contacts Address 2 Select whether to Use simPRO Street Address or Use simPRO Postal Address as the corresponding field.
Job Number Column

Select whether to use the Job No. or Cost Centre Name as the corresponding field.

If you have Business Group Tracking turned on, select Business Group Name to use the business group name as the corresponding field. If you have Category Tracking turned on, select Accounting Category Name to use the accounting category name as the corresponding field.

Names longer than the 10 character limit are truncated.

The settings in this section apply to both MYOB AccountRight Live and MYOB Essentials.

You can transfer the following types of transactions to MYOB:

  • Customers
  • Invoices and credits
  • Payments
  • Suppliers
  • Supplier invoices
  • Contractors

To enable a transaction type to be transferred, select On. To prevent it from being transferred, select Off.

To learn more about the types of information exported for each transaction so you can prepare them accurately in simPRO, as well as the privileges you need in MYOB to be able to access the exported data, see:

All customer and supplier cards must have a tax code and a freight tax code set up under their Selling / Buying Details tab. These are set up in MYOB under Setup > Preferences > Sales / Purchases > Terms.

If you have category tracking turned on in simPRO and in the accounting integration setup, this creates a category in the category list in MYOB. If the category name already exists in MYOB and matches the simPRO category reference, this uses the existing category rather than creating a new one. The category name is case-sensitive and limited to ten characters.

To enable category tracking:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Accounts Integration.
    • If you cannot view the Accounts Integration tab, you may need to check your security group permissions. Learn more in How to Set Up Security Groups.
  2. Select On under Category Tracking.
  3. Select Accounting Category under Job Number Column.
  4. Click Save.

Learn more in How to Use Accounting Categories.

simPRO and MYOB apply different rounding conventions to transactions. So, it is possible that the Sub Total and / or Tax Amount of certain transactions in MYOB may differ by a few cents when compared to the same transactions in simPRO. The only figure that must match between MYOB and simPRO is the Total.