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 🏃🏽‍♀️

Note that MYOB Business includes products previously known as MYOB Essentials and MYOB AccountRight.

Connecting your account

To connect your MYOB account, go to Settings › Integrations. On the card for MYOB Business, click Connect. Then follow the setup steps to connect your MYOB account.

MYOB login details

You'll need to enter the username and password for a user in your MYOB account. Upstock requires this along with specific company roles.

If you're using MYOB Business Lite/Pro (previously known as Essentials), leave the username as Administrator and do not set a password.

If you're using Myob Business AccountRight, you can choose to create a user specifically for Upstock. By account AccountRight has a username called 'Administrator' with no password. You can use this, or create a user with roles for Cards, Inventory and Sales.

Document type

During the setup process you can choose which type of document Upstock will create in MYOB: invoices or orders.

If using Business Lite/Pro (Essentials), make sure you select 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. Learn more

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. Learn more

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. Learn more

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

If you take payments in Upstock, we can automate how you reconcile payouts in MYOB, saving you lots of time and frustration. We highly recommend setting this up.

When you receive a payout from Upstock, you’ll match it to a clearing account in MYOB — one quick step and it’s reconciled. This saves you finding and matching individual invoices.

To see how it works and get setup, check out our guide.