Connecting to MYOB

QicWorks integrates with MYOB through a secure API which allows us to push and pull data directly between the two accounts. This feature is a great time saver as it allows for data standardisation and removes data duplication or manipulation.

Data that can be pulled during Account Setup includes:

Staff, Contacts, Pay Categories, Tax Rates and Chart of Accounts

Data that can be pushed back to MYOB for reconciliation includes:

Purchase Orders, Bills and Expenses, Invoices and Credit Notes, Payroll data to MYOB Timesheets.

For further details about what this integration does see: Data Flow: QicWorks and MYOB

Navigation

To connect with MYOB click on  Business  from the main menu, then click on  Settings . Click on MYOB under the Connections menu heading. Click on Connect to MYOB button.

Step 1: Connecting to MYOB

QicWorks is now looking to connect to MYOB. You will then be asked to enter your MYOB login credentials.

And authentication code

You will then be asked to confirm access.

Step 2: Match your MYOB account with your QicWorks Organisation

Once Access is Allowed you will return to QicWorks where you will be asked to match your QicWorks organisation to your MYOB account. Simply select your matching QicWorks organisation from the dropdown and click Save.

Your MYOB Connection details will now load in QicWorks.

Contained in this table is:

General Information
Field Name	Function
MYOB Organisation	MYOB account selected
QicWorks Organisation	The matched QicWorks organisation for this connection
Connection	Toggle On/Off to activate this connection
Controls	- Click to edit connection    - Click to synchronise your data    - Click to delete this connection

Step 3: Synchronising your data

Once connected you will need to synchronise your data.

1.  Click on the  cloud icon to select which data sets you would like to pull from MYOB

2. Use the dropdown menu to select which data set you would like to sync.

Here you can pull the following:

1. Staff 
   
2. Contacts (Suppliers and Customers)
   
3. Pay Codes
   
4. Tax Codes
   
5. Chart of Accounts

3. Click on Pull button to pull this information. 

Dependent upon the volume of data you are synchronising - there may be a slight delay.

Having trouble connecting to MYOB? Perhaps this trouble shooting article will help.

Do you have any questions? Check out our frequently asked MYOB questions at: FAQ's - MYOB

To find our if your interaction was successful see: Connection Events

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