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MYOB Integration


IMPORTANT

SoloAssist no longer supports MYOB v17, v18, v19, please upgrade to latest version of AccountRight.
The SoloAssist integration only works with MYOB My Library & Online. Unfortunately it does not work with MYOB Network Libraries.
When connecting SoloAssist to MYOB, it will not automatically send all the current entered invoices from SoloAssist to MYOB. This will need to be done in 'Cost Control' by using the 'Send To MYOB' option.

MYOB Online Setup

Setup MYOB File for Online AccessClicking the link below will take you to the MYOB File for Online Access setup instructions.
http://help.myob.com.au/ar2014/uploadingfiles.htm
MYOB Add-On ConnectorAfter installing MYOB AccountRight and setting up your file access online, make sure the MYOB Add-On Connector is Running in your icon tray located bottom right-hand corner of the screen.

MYOB Connection

MYOB VersionSelect the MYOB version your wanting to connect to.
Connect to AccountRight Live OnlineWhen Connecting to AccountRight Live Online you will need your MYOB Login email address and Password to sign in.
Company FileSelect your Company File from the drop down list.
UsernameEnter your Username. The MYOB default should be Administrator if you haven't changed it.
PasswordEnter your Password. (The MYOB default is to leave this field empty if you haven't changed it).
ConnectClick the Connect button to test your connection. If your connection is successful a window will appear saying: MYOB Connection Successful.

Help
The Help button opens the SoloAssist Help Centre with instructions on how to use the software. (Internet connection required).

Import Suppliers

From MYOB To SoloAssistIn the Suppliers view (Tab) in SoloAssist, click on the Settings button to open the Suppliers Settings. This is where you can import your Suppliers contact details from MYOB into SoloAssist. Each Supplier will need to be allocated to a Suppliers Group in SoloAssist.

Note: Your Supplier Contact Cards in MYOB must be setup as Suppliers to Export to SoloAssist. Also, make sure you have allocated an Expense Account for each supplier in MYOB before importing them into SoloAssist.

See Suppliers Settings to learn more ►

Purchase Invoice (single)

Send Purchase Invoices

From SoloAssist To MYOB
From the Cost Control view, you can add your expense invoices against the Cost Centre budgets. In the Add Invoice window it allows you to send the contents of the invoice directly to MYOB.
See Add Invoice to learn more ►

Purchase Invoices (multiple)

Send Multiple Invoice

From SoloAssist To MYOB


Send To
From the Cost Control view using the Send To option (button), you can send multiple Invoices into MYOB all at the same time. This option allows for collating invoices together that have been split up between multiple Cost Centres. Make sure the Invoice #, Supplier Name and Date Invoiced are the same to collate an invoice together to send to MYOB. It will give you the options of sending in Paid and Unpaid Invoices and showing already sent Invoices. Note that unpaid invoices will always show in a red font until they are paid.

Purchase Invoice (resend)

Resend an Invoice

From SoloAssist To MYOB
You can only resend an invoice into MYOB from SoloAssist if the invoice has not yet had a payment applied against it in MYOB. If the invoice has a payment applied against it, you will need to delete the payment of this invoice in MYOB before resending.

Sales Invoices

Send Sales Invoices

From SoloAssist To MYOB
Note: This feature is part of our Stage 2 release, which is not yet available.

You will be able to send your Progress Payment Claim Invoices directly into MYOB from SoloAssist as you raise them. Also, you will be able to apply payments to Sales Invoices from SoloAssist to MYOB.

Purchase Orders

Send Purchase Orders

From SoloAssist To MYOB
Note: This feature is part of our Stage 3 release, which is not yet available.

This feature allows you to send Purchase Orders to MYOB from SoloAssist as you raise them.

Employee Labour

PayrollNote: This feature is part of our Stage 2 release, which is not yet available.

User Tips

1) The green tick means the Invoice has been Sent to MYOB ()
2) The red cross means the Invoice has not been Sent to MYOB ()
3) Mark As UnsentYou can change Sent to MYOB () to Unsent to MYOB () by right clicking your mouse on Sent to MYOB () in the Edit Invoice window in Cost Control.
4)Be sure to setup your MYOB connection in SoloAssist, otherwise you will not be able to use any of the MYOB functionality within SoloAssist.
5)Make sure you allocate an Expense Account for each Suppliers Contact Card setup, as SoloAssist will need this for sending Invoices to MYOB.
6)Always create a Job # for every Job in MYOB, as SoloAssist will need this for sending invoices into MYOB.
7)After you have setup all your Supplier Contact Cards in MYOB, you can then import them into SoloAssist by using the Supplier Settings window in SoloAssist.
8)When creating a new 'Job#' and 'Job Name' in MYOB, be sure its marked as a 'Detail Job'.

Troubleshooting

MYOB Connection Problem?Step 1) Check your Username and Password are correct. The MYOB Online Login and MYOB Company File access details are different. Check that nobody else has changed your access details. If the MYOB connection persists showing as unable to connect, then go to Step 2).

Step 2) Check your Internet is connected and active.

Step 3) Try turning off the Anti-Virus Firewall Protection so its not blocking the SoloAssist to MYOB Online communication. Then Reboot the computer and make sure the Firewall is disabled then re-open SoloAssist and try again. If this does not work continue to Step 4.

Step 4) Turn off and unplug your modem for 10+ seconds.

Step 5) Reboot your computer by turning it off for 10+ seconds then turn it back on.

Step 6) The MYOB server might be down for maintenance, although this is very rare and would not be a common issue.

Step 7) Contact your local computer technician for general computer assistance.
Live Online
Company File not showing?
In the MYOB Connection window after selecting 'Connect to AccountRight Live Online', a MYOB Login browser window should appear to let you login. If it does not, try Step 3 above.



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