Articles in this section

How to integrate with MYOB AccountRight Live

Customer Experience
  • Updated
Follow

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

Note: make sure that your user profile is set up correctly in MYOB. Log into MYOB and access the company file, then click 'setup' and 'user access'. If the 'User Access' box is ticked, it means that this user is SSO (Single Sign-On) and will not be able to integrate with Receipt Bank. Uncheck this box to make sure that your integration is successful.

1.Go into your 'Account Settings' menu.

Screenshot_2019-04-18_at_13.11.03.png

2. Click on the ‘Integration’ tab.

 3. Click on the button 'Choose integration'.

 4. Select MYOB AccountRight and follow the steps.

Screen_Shot_2018-04-04_at_11.56.00.png

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

 6.You’ll then be redirected back to Receipt Bank. Select the client account you wish to integrate with, and your username and password for it.

If you're selecting your own account to integrate with, it's likely your username is 'Administrator,' and you'll have no password.
7.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%))

8.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?

Related articles

Comments

0 comments

Article is closed for comments.