Set Up the MYOB Integration in Astute

Overview

Before you can export invoicing and payroll data from Astute to MYOB, you will need to configure the integration settings in Astute and MYOB.

If you would like to integration with MYOB, please contact our Support team so that we can provide more information and pricing.

Please note that you will need to be using the AccountRight cloud-based version of MYOB in order to use the integration. Other versions of MYOB are not compatible. 

Accessing the MYOB Integration

The integration is accessed in Astute from Reporting > Integrations > MYOB Integration.

Before you can use the integration, you will need to ensure that your account permissions have been updated so that both of the Integration Management checkboxes are ticked. You will also need a minimum of Standard user access in MYOB, as you will need to authorise Astute to link to your MYOB organisation during an export.

To link your portal to MYOB, go to Config > Company Management > select the entity > Integration > MYOB Config. 

In the API section, enter your Username and Password, then click Save. The details you enter here should be the Username and Password for your company file in MYOB, not your personal login.  

You will need to repeat this process for each entity that you would like to link with MYOB. 

Configuration Checklist for the MYOB Integration

To configure your portal your MYOB integration, you will need to ensure the following:

General Configuration	Completed
GL account codes are set against each of the Pay and Charge Items that are set up in GL groups or following the GL hierarchy in Astute	⬜
The GL account codes being used in Astute have a corresponding account in MYOB with the appropriate tax setting linked	⬜
Jobs and Categories are set up before invoices are initially sent out, if these are being used	⬜

Invoicing Configuration	Completed
Invoice numbering settings are configured in Astute, if these are required	⬜

Payroll Configuration	Completed
The correct GL group has been applied to each employee or Job, if GL groups are being used	⬜
The payroll summarisation has been set	⬜

Customer Configuration	Completed
The correct card IDs have been set in MYOB for each customer that is currently in Astute and MYOB	⬜

TransPost Configuration

If you will be exporting your payment files for use with TransPost, you will also need to ensure that the software version has been correctly configured in Config > System Setup > Config > MYOB Integration Settings.

This field must be set to Premier & Enterprise so that all data required by TransPost is included in the export files.