Connect to MYOB AccountRight Live

Sync your Fergus invoices for seamless accounting.

Max avatar
Written by Max
Updated over a week ago

Note: Before you can connect Fergus to MYOB AccountRight Live you must have an existing MYOB AccountRight account and your MYOB username and password handy.

Overview:

Connecting Fergus to MYOB allows you to sync your invoices, credits, and payments.

This article will walk you through:

  1. Connecting Fergus to MYOB AccountRight Live

  2. Setting MYOB Sales Accounts

  3. FAQ

When to use it:

You’ll want to connect your MYOB AccountRight account to Fergus when you first sign up, this will ensure both systems are aligned and sync’d from the get go.

How to use it:

1. Connecting Fergus to MYOB AccountRight

In Fergus, go to Settings, open the Integration Centre, and click MYOB.

The first thing you need to do is connect Fergus to your MYOB account. Click the blue "Connect to MYOB AccountRight" button to start, this will load the MYOB login screen.

Note: If your browser is using a pop up blocker you will need to allow MYOB, otherwise you won’t be able to see the MYOB login screen.

Signing into MYOB AccountRight:

Sign into your MYOB account using your username and password.

MYOB will ask you to authorise Fergus to access your account.

Now that you've connected your MYOB account, you will need to login to your company file. The company file contains your company data.

If you haven't setup your company file, enter Administrator as the Username and leave Password blank.

2. MYOB Settings

Now that you're connected, you'll need to specify which accounts Fergus will sync with.

Use the dropdown menus to select which MYOB accounts you use for Purchase Invoices, Supplier Credits, Rounding Tax Input Adjustments and Rounding Tax Output Adjustments:

3. Setting MYOB Sales Accounts

To get you up and running, Fergus has created two Sales Account Codes: Material Sales, and Labour Sales (this allows you to split your Materials and Labour when reporting). Select the MYOB Accounts you wish to use for each of these.

Your new invoices will automatically sync across, and you can import your customers from MYOB by following our article Importing Customers.

4. FAQs

Why haven't payments allocated to older invoices synchronised?

Due to limitations with the MYOB integration, Fergus won't pick up payments allocated to invoices over 6 months old. You'll need to manually assign payments to such invoices in Fergus.

While we would like to extend this period, given the current integration limitations this is the longest period for which we can monitor payments.

Can I import my customer list from MYOB?

Absolutely. Our help article for Importing Customers covers importing from MYOB.

What if I haven't made my company file available online?

You'll need to open the AccountRight desktop application and click File > Go Online:

Thanks for taking the time to read our Article, if you have any questions please get in touch via support@fergus.com

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