- Open the Work 365 Integrations area by navigating to Administration → Admin Hub → Integrations → Add new
- Find the MYOB connector under the Accounting Systems area and click the Create button.
- Specify a name for the connector and click the Save button.
- Reopen the connector page and click the Configure button to complete the consent flow for MYOB
- Upon completion of the consent flow, close and reopen the connector.
- Populate the remaining fields on the connector, then click the Save button to complete the MYOB connector setup.
| Field | Description |
|---|
| Name | Name to uniquely identify this connector |
| Environment | Select Production for this field. |
| Refresh Token | Automatically filled in upon completion of the consent flow |
| Refresh Token Expires | Automatically filled in upon completion of the consent flow |
| Field | Description |
|---|
| MYOB Company | Reference to the MYOB company to which this connector is attached |
| Default Income Account | Income account to which new products are attached |
| Default Tax Code | Tax code applied when creating new customers or products |
| Apply Taxes | if Yes, apply the tax settings in Work 365 when creating invoices in MYOB |
| Download Pdf Invoice | if Yes, downloads and attaches a PDF copy of the invoice from MYOB to the associated Work 365 invoice |
| Default Unit of Measure | Unit of measure used when creating new products |
| Default Price List | Price list used when creating new products |
Updated about 2 years ago
