Connecting your MYOB account to Upstock makes managing orders a whole lot easier. Instead of entering everything by hand, you can create invoices or sales orders with one click. That means less mistakes and a lot less time wasted 🙌🏽.
Note that MYOB Business includes products previously known as MYOB Essentials and MYOB AccountRight.
Getting set up
Here's how to get your MYOB integration set up.
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.
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 default 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 sales orders.
If using Business Lite/Pro (Essentials), make sure you select invoices, not orders.
Importing customers & products
Next, import your MYOB customers and products into Upstock. If you don’t have your products set up in MYOB yet, you’ll need to do that first.
Each customer and product in Upstock has a matching item in MYOB. This ensures invoices are created for the right customer and your accounting is correct.
To get started, go to the customers and products sections and hit the Import button.
Set up price lists
Finally, set up your price lists in Upstock. Price lists let you customise prices for different groups of customers. These prices will then be used on your MYOB orders.
Ordering workflow
You’ll receive orders in Upstock with having to manually enter them. These will come from a few different sources.
You can then make any changes to orders that are needed, e.g. adjusting quantities or adding freight.
When you mark an order as shipped, an invoice or sales order is automatically created in MYOB.
You can then send the invoice to the customer from MYOB.
Order details
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.
Product prices
The prices shown on orders are set using price lists in Upstock. Price lists allow you to set different prices for different groups of customers.
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.
Payment terms
Payment terms in Upstock give you choose when invoices are created and due.
By default, invoices are created when you mark an order as shipped. The due date for the invoice will be set based on your payment terms in MYOB.
You can change this to whatever suits your business — payment terms offer a lot of flexibility. E.g., you can create invoices on delivery, with payment due 7 days after.
Automating reconciliation
If you collect payments in Upstock, you can reconcile them in MYOB in just a few clicks. It’s a huge time-saver and far less frustrating.
Common questions
What prices appear on invoices or sales orders?
What prices appear on invoices or sales orders?
When Upstock automatically creates an invoice or sales order it uses your price lists in Upstock.
Price lists make it easy to manage custom pricing. You can create as many lists as you like, adjust the prices, then assign them to different customers.
What payment terms are used?
What payment terms are used?
By default, invoices use the payment terms you already have in MYOB.
You can choose to set payment terms in Upstock if you like. This is helpful if you start accepting payments from customers though Upstock, as it offers a lot of flexibility over when payment is due.
When are invoices created?
When are invoices created?
You can choose whether Upstock creates invoices or sales orders in MYOB. By default, invoices are created when you mark an order as shipped.
You can customise this in your payment terms. Invoices can be created when an order is approved, shipped or delivered — whatever works best for your business.
Why do I need to import my customers?
Why do I need to import my customers?
Each customer in Upstock is matched to a customer in MYOB. This ensures invoices and sales orders are created for the correct customer.
Importing your customers is also a great way to onboard them to Upstock. When customers place their own orders in Upstock, it saves you time, reduce mistakes and helps you sell more.
Are discounts shown to customers?
Are discounts shown to customers?
No, discount amounts are not shown in Upstock or on your invoices, just the final sale price. Only connected customers can see your pricing.
How does automatic reconciliation work?
How does automatic reconciliation work?
If you accept payments in Upstock, you'll receive regular payouts. When the payout arrives in MYOB, you match it to a clearing account — one quick step, and everything is reconciled. This saves you from hunting down and matching each invoice individually.