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How to integrate with MYOB AccountRight Live

Education team
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It’s simple to integrate your Receipt Bank account with MYOB AccountRight Live.

Once connected to your MYOB AccountRight account you will be able to publish your Costs and Sales documents directly from Receipt Bank to MYOB AccountRight.  

 

Please login to your Receipt Bank web account, then follow these steps:

1. Navigate to the Connections section of the menu

2. Click on Integrations and then click the Choose Software button
ChoseSoftware.png

3. Select MYOB - (this is for both AccountRight and Essentials) and follow the steps:

ChoseIntegration.png

 

ConnectMYOB.png

 4. You’ll be taken to a MYOB authorisation page: enter your MYOB login details.

 

 5. You will then be redirected back to Receipt Bank. Select the client account you wish to integrate with and enter your Company Username and Company Password. Please note that If you're selecting your own account to integrate with, it is likely your username is 'Administrator,' and you'll have no password.

 

6. Once the integration is complete, make sure to select a default tax rate and a default freight rate (we recommend this as GST Free (0%))

7. Click here for our recommended Best Practice setup for the MYOB AccountsRight Live integration.
Please note that if you do not select a tax rate on items, they’ll be published to MYOB with these rates applied. Why not set a supplier rule to help automate this?

 

 

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