Connecting your MYOB Business account allows orders to flow from your customers into MYOB, saving you having to manually enter them.
It also lets you import your existing products and contacts, making it a breeze to get up and running on Upstock 🏃🏽♀️
MYOB Business products contain previously known products MYOB Essentials and MYOB AccountRight.
Connecting your MYOB account
To connect your MYOB account, go to Settings › Integrations. On the card for MYOB Business, click Connect. You’ll be taken through a setup wizard to connect your MYOB account.
MYOB Username/Password
Upstock requires access to a MYOB username and its company roles to interact with MYOB.
MYOB Business Lite/Pro (previously known as Essentials)
Please leave the username as 'Administrator' and no password.Myob Business AccountRight
By default, AccountRight has a username called 'Administrator' with no password. You can use this or create a user. The user must have company file roles for Cards, Inventory and Sales.
If using Business Lite/Pro (Essentials) please ensure you select creating invoices not orders.
Importing customers
Once your MYOB account is connected, your active customers will be automatically imported into Upstock. This usually takes a day to complete.
Importing products
To import your MYOB products, go to Products › Import products. Select the products you want to make available to customers on Upstock, then click Import.
Pricing & discounts
If you're using our price lists feature, these prices will be used instead of the prices and discounts you have in MYOB.
Note: If you update the base price it will affect all price list prices. See this article for more info.
Customers will not see any discounts you set on price lists, just the final sale price. The name you give a price list is also hidden from customers.
Ordering workflow
Our MYOB integration offers flexibility to suit your business. We have the ability to create Sales Orders or Invoices withing MYOB. We also have the ability to generate these on Upstock's "order approval", or "order shipped" status actions.
There are two main workflow scenarios:
MYOB Business Lite/Pro (previously known as Essentials)
Orders are created in Upstock
You accept and review the order in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.
Fulfil the order.
When you mark an order as shipped in Upstock, an invoice is automatically created in MYOB. Customer is updated that order is shipped.
You can then send invoices to customers from MYOB.
Myob Business AccountRight
Orders are created in Upstock
You review the order in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.
Approving the order creates a sale order within MYOB.
Fulfil the order.
Mark the order as shipped in Upstock to update your customer.
Complete invoice procedure in MYOB.
Details about the Upstock order will be added to the Notes to customer section in MYOB. This includes the Upstock order number and any customer reference (e.g. a purchase order number). If there are any comments on the order, this will also be indicated.
Taking Payments
For more info on taking payments from customers see this page.
Reconciliation of these payments against invoices within your accounting system is also an important step. With MYOB we're able to apply payments to orders or invoices and also offer a near-automated reconciliation process. By recording payments made and the associated fees to a single clearing account, you're then able to reconcile the single payout against all payments.
To offer this, please contact support with the following information:
Payment Account: This is used to assign payment against the selected account in MYOB. Should be a clearing account that you'll create.
Supplier Tax: Your sales tax code
Fee Purchase Account: The account for fees to be assigned to.
Disconnecting
You can disconnect your MYOB account at any time by going to Settings › Integrations, then clicking Disconnect.
Give us feedback
We’d love to hear what you think about our MYOB integration. If you have any comments or suggestions, please get in touch.