What benefits are there to connecting my QicWorks account with MYOB?
Not only do
you avoid data duplication and errors, but now your financial advisors can gain
deeper insights into your business operations. Simply sync with MYOB and set
your account up right from the start, then push your invoices, expenses and
payroll back for reconciliation.
Which MYOB accounts can connect with QicWorks?
QicWorks is a cloud application that can seamlessly integrates with other cloud applications. That means that QicWorks is able to connect with MYOB Account Right (Plus and Premier) and Essential (Accounting Starter, Accounting or Accounting + Payroll) users who's data is stored within the cloud
We are not be able to connect to your MYOB account if your operate solely on the Account Right desktop version ie version 19 or earlier.
Do I need a MYOB Add-on connector to connect Qicworks to my MYOB account(s)?
No, not at all. The Qicworks/MYOB connection is direct via a secure API (Application Programming Interface) . This API uses the latest authorisation standard, OAuth 2.0 which delivers a faster connection speed.
How do I connect with MYOB?
Connecting your QicWorks account with your MYOB account is as easy as 1, 2, 3.
Simply navigate to your MYOB connection within QicWorks - Business>Settings>Connections - MYOB, then
1. Click on Connect to MYOB button and authentic the connection.
2. Match your MYOB account(s) with your QicWorks account (Great features if you have multiple MYOB accounts that you wish to connect to your single QicWorks account.)
3. Pull your account setup data from MYOB. (Contacts, Staff, Chart of Accounts, Tax Rates and Pay Codes.)
How do I disconnect QicWorks from MYOB?
Disconnecting from MYOB can be undertaken two (2) ways within QicWorks. Navigate to your MYOB connection - Business>Settings>Connections - MYOB, then either
1. Toggle your connection to Off status, or
2. Click the bin icon to delete
Alternatively you can cancel the connection by accessing secure.myob.com and disconnect the API.
What doesn't the QicWorks - MYOB integration do?
Your QicWorks - MYOB integration has been designed to save you administrative time by removing duplication and the chance of errors. Our secure API allows for data to be pulled and pushed between your accounts. We are even able to link up multiple MYOB accounts to your single QicWorks account.
Unfortunately at the moment QicWorks does not have capabilities to pull your inventory, banking or brand templates from MYOB.
The MYOB API (Application Program Interfacing Tool) also has some limitations such as:
Account Right & Essentials
- Time data can only be pushed to MYOB Timesheets not direct into Employee Pay cards.
- We are unable to push any invoice, order or expense attachments
- There is no leave functionality to capture and manage leave.
- Account Right Basic - unable to push a supplier credit note
What data is sent to MYOB when I push my QicWorks Invoice?
QicWorks will send the invoice number, date, customer details plus all line items contained within the invoice. It will also push the Chart of Account and Tax rates and Department applicable for this costs are to settle to.
Account Right users have the ability to choose the format they wish to send their invoices in Item & Service or Service only. If customer doesn't exist we will create a new customer.
Due to limitations with MYOB's API we are unable to push any invoice attachments from QicWorks to MYOB.
QicWorks also has functionality to push negative invoice line items to MYOB, with the proviso that the total of the invoice is of a positive value (not negative.) Handy for offering customer discounts or credits.
Your invoice will appear in MYOB in draft format.
What data is sent to MYOB when I push my QicWorks Purchase Orders, Bills & Expenses?
What data is sent when I push my QicWorks payroll to MYOB?
QicWorks is able to push hourly time data to MYOB Account Right & Essentials as a timesheet. Due to API limitations we are uable to push payroll data direct into your employees pay cards or your pay run.
We do have the ability to push any employee allowances that are calculated by an hourly rate, not fixed.
When does my data sync with MYOB?
The QicWorks - MYOB integration is available on demand for the following data transfers:
Pull from MYOB
- Chart of Accounts
- Pay Categories
- Tax Codes
Push to MYOB
- Purchase Orders
- Credit Notes (Purchases)
- Payroll data to MYOB timesheets
The following data pulls from Xero are automated at midnight:
- Invoice Payments - Pulls any updates that occurred in last 24 hours.
I pushed my data (invoice, purchase order, expense, bill, payroll) but I can't see it in MYOB?
All data pushed to MYOB will arrive in MYOB in with a draft status.
Sometimes your documents may not successfully push to MYOB. This may be because of missing data or data that does not match between the two accounts. We recommend that you constantly review the QicWorks Connection Events page to keep on top of your data transfers.
For more information about the QicWorks Connection Events page see: Connection Events