How to Set Up the MYOB Accounting Link

Overview

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

When transferring data between Simpro Premium and MYOB, remember that:

  • When exporting customers and suppliers from Simpro Premium any matching records in MYOB must not have a CliID or a SupID. If a customer or supplier has an ID in MYOB the records will not map and a duplicate record is created in MYOB. If customers and suppliers have no ID in MYOB they can be matched together and mapped based on their name. If a customer or supplier is matched when it is exported from Simpro Premium and the records are mapped together, the record’s ID in MYOB is updated to the supplier or customer ID from Simpro Premium.
  • All names used in MYOB are case-sensitive when linking to Simpro Premium. This means that all names in Simpro Premium and MYOB should match exactly before transferring any data to prevent duplication.
  • You cannot post transactions from Simpro Premium 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 from MYOB, when entering Accounts under System > Setup > Defaults > Financials and setting up your Chart of Account in Simpro Premium. This differs from how to set up accounts when mapping to QuickBooks, which require account names. You can access account numbers in your chart of accounts in MYOB.

This accounting link can be used with MYOB AccountRight Plus (Formerly AccountRight Live), MYOB AccountRight Premier, MYOB Business Pro (formerly MYOB Essentials) and MYOB Business Lite. Some older versions of MYOB Essentials which are not powered by AccountRight Live are not supported.