If you use Account Right Live by MYOB, you can integrate your MYOB account to FieldInsight. Please note that this is only available for Windows users.
Open 'Integrations' in FieldInsight
Click 'Enable' beside MYOB
Log into MYOB
FieldInsight will take you to an MYOB login screen. Enter your credentials to move on to the next step.
Choose your Company File
On 'MYOB company file' screen, select your company file from drop-down list and enter Username & Password for that particular company file.
Update MYOB tax settings (if necessary)
Items with No Tax will be exported to the 0% Tax account
Confirm and / or change default MYOB account settings
These will be used as default for items or workflow
Specify setting for customer & inventory sync
Select the check-box to update customer & inventory data in MYOB with FieldInsight data. If you deselect the checkbox, MYOB customer & inventory data will not be overwritten by FieldInsight.
Import Payments from MYOB to FieldInsight
Select if you want to sync payments from MYOB to FieldInsight, new payments should be imported automatically within 5 minutes
Import bills from MYOB to FieldInsight
Select export to item invoice or service invoice (no inventory)
Item invoice will export inventory to MYOB and import items from MYOB when they are changed in MYOB
Service invoice will not create items in MYOB inventory and will instead create a service invoice in MYOB using the description from the line items in the FieldInsight invoice, and the account selected for he workflow on the Invoice.
Select accounts for each FiledInsight workflow
Select customer type
This should be the customer that you create the invoices for in FieldInsight
Click 'Done' button to complete the setup of FieldInsight - MYOB connector.
Once the Inventory items have been sync to FieldInsight, on both the Product & Service items you can click to see their current mapping.
These mappings ensure the items when sync as an Invoice or Purchase Order to MYOB map to the correct account codes in MYOB ARL.
The 'I Buy this Item' relates to Purchase Orders/Bills.
The 'I Sell this Item' relates to Product or Services that are sold
The 'I Inventory this Item' relates to whether you manage stock levels in FieldInsight for this item.
MYOB - FieldInsight customer linking
If you edit a customer in MYOB it will be updated in FieldInsight.
If you create a new customer in MYOB it will be matched to an existing customer FieldInsight or if no match is found a new customer will be created.
To change the linking between customers in FieldInsight and MYOB, click on the change customer link and select a customer in MYOB
What's Next?
You can now export content from your FieldInsight account to your MYOB account. Learn more about how to export data by clicking here.