Configure Customer Settings for MYOB

Align Customers in Astute and MYOB

An ABN will need to be set in Astute on the Customer profile in order to be created successfully in MYOB.  This is located in Users > Customers > select the customer > Entity Details > ABN.

While you are setting up the MYOB integration, you will need to align the Customers in both systems for any current Customer in MYOB and Astute.  

On your first export, the details for any customer in Astute with an invoice ready to send will be included, and a Company Card will be created in MYOB. If the customer already exists in MYOB, you will need to merge the new and existing cards together. 

If you can't see an Astute customer in the report yet, you'll need to wait until an invoice has been generated for that customer. Once the customer is part of an invoice export, you'll need to check in MYOB for multiple cardfiles and merge them if required.

If your MYOB company file is new and contains no customers this process can be skipped.

Set a Tax Code

A tax code will need to be set in Astute on the Customer profile in order to be created successfully in MYOB.   By default in Astute, a Customer is created with this set to ‘default settings’ and it will reference the portal wide tax setting. This is set in Config > Invoicing > Invoice Taxes, and is the tax code with ‘Yes’ in the Default column.

If required, you can override the portal setting by choosing a different tax code at the customer level. This is set in Users > Customers > select the customer > Billing Details > Tax applicable on invoices.