Brandengine - Powerfully Driven
Have a Question?
< All Topics
Print

Software Integration – MYOB

PostedSeptember 13, 2024
UpdatedOctober 8, 2024

The integration with your MYOB accounting software is as simple as a few clicks.

NB – This is a once only process and does not require refreshing/re-authorisation.
(Unless you choose to disconnect).
Integration settings are then applied to all users connected to your version of Brandengine.

Once connected you and your team will be able to:

Client Companies:

  • Link existing client Companies in Brandengine to an existing Customer record in MYOB
  • Export existing client Companies in Brandengine to a new Contact record in MYOB (These will automatically be linked)
  • Import existing Customer records from MYOB into new client Companies in Brandengine (These will automatically be linked)

Vendors (Suppliers/Decorators):

  • Link existing Vendors in Brandengine to an existing Supplier record in MYOB
  • Export existing Vendors in Brandengine to a new Contact record in MYOB (These will automatically be linked)
  • Import existing Supplier records from MYOB into new Vendors in Brandengine (These will automatically be linked)

NB – We recommend ‘importing” the Vendor from Promodata (If they indeed exist there) before linking the Vendor to MYOB.

If needed, multiple records within Brandengine can be connected to the one record with MYOB.

Navigate to the Company-wide Settings page
(MainMenu>Your Company>Company-wide Settings)

…then from the new menu that appears, select Software integration
(Your Company>Software integration)

You will then be presented with integration options.

Go to the Accounting Software integration block

Next to the MYOB logo – click Connect to MYOB

A pop up then appears advising you to login to MYOB in the same browser window in which Brandengine is open (as a tab)

Once you are connected to your version of MYOB click on the Connect to MYOB button

A MYOB Authorisation page will then open seeking access permission.
(If you are not logged in to MYOB, you will be prompted to login first)

Click Allow access as appropriate

The browser tab then resets to Brandengine and will advise if the integration is established.

Brandengine will also display the default general ledger accounts that will be used for Sales Invoices and Purchase Orders.

Please be sure to check these are correct for your business. Click Change accounts to alter these as needed.

MYOB requires occasional reauthorisation
If you experience issues with the MYOB connection (eg – Companies, Vendors, Invoices or PO’s won’t sync) please Test the connection
A reauthorise option will become available if the connection test fails

NB – Once this initial connection is established individual users do not need to be logged into MYOB for Brandengine to communicate with it. The connection is kept “open” in the background for all of your Team Members. (Until MYOB is disconnected from Brandengine by an Admin)

If you experience any issues, please contact us.

Table of Contents