How Does The MYOB Integration Work?

MYOB – Workshop Software Integration Fact Sheet

The way the MYOB integration works is, once integrated everything should be entered into Workshop Software. Make sure you do not have a duplicate of the customer in both systems - otherwise your customers and or suppliers will double up in both systems.

Have them all entered/imported into one system and then complete your integration.

Invoices for both customers and suppliers will only flow from Workshop Software to MYOB, this includes customer invoices and payments as well as supplier invoices and payments. 

When deciding to change an integration from one accounting package to another, please contact support@workshopsoftware.com as this can create issues if not spoken about.

No invoices previously done in MYOB will flow over to Workshop Software, only new invoices created in Workshop Software will be integrated into both systems. This means that if you have previous data in MYOB, that will only remain in MYOB for your records.

Parts will not flow over from MYOB to Workshop Software however we are able to import them from MYOB to Workshop Software. MYOB will track your inventory as it comes over on an invoice from Workshop Software. (It will change and update the quantities in MYOB). Please contact support@workshopsoftware.com for importing assistance.

What do the MYOB accounts mean?

*This information relates to the initial integration of MYOB. It will ask you to choose an account, this is where the sales or expenses will appear in MYOB. The type of accounts are listed below - you may have as many accounts as you like as long as they are the correct 'type' to match with Workshop Software.

1.     Labour Sales Account – This is where your labour sales will go into MYOB, choose the account that is most relevant. Type of account needs to be ‘Income’

2.     Stock Sales Account – Type of account needs to be ‘Income’

3.     Consumable Sales Account - Type of account needs to be ‘Income’

4.     Accessories Sales Account - Type of account needs to be ‘Income’

5.     Tyre Sales Account - Type of account needs to be ‘Income’

6.     Sublet Sales Account - Type of account needs to be ‘Income’

7.     Freight Sales Account - Type of account needs to be ‘Income’

8.     Customer Credit Refund Account – Type of account needs to be ‘bank’

9.     Inventory New Items – Supplier Invoice – If no, it will not update new product quantities in MYOB. If yes, it will track the quantities.

10.  Supplier Invoice Account – Type of account needs to be ‘Expense’

11.  Freight Purchases Account - Type of account needs to be ‘Expense’

12.  Customer Payment Account - Type of account needs to be ‘bank’

13.  EFTPos Payment Account - Type of account needs to be ‘bank’

14.  Supplier Payment Account - Type of account needs to be ‘bank’

15.  GST Free Tax Type - Select the relevant GST code

16.  Sales Tax Type - Select the relevant GST code

17.  Purchases Tax Type - Select the relevant GST code

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