MYOB is a powerful accounting suite which is used by businesses all around the world. With the help of our plugin, you can easily connect your WooCommerce’s store to MYOB AccountRight.
Installation:
- Download the .zip file from your WooCommerce account.
- Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
- Install Now and Activate the plugin.
Accessing the plugin’s settings:
Upon activating the plugin for the first time, there should be a yellow notice along the top of your screen. Click the link to access the plugin’s settings.
Alternatively, you can access the settings using the method below:
- In your WordPress admin page, navigate to WooCommerce > Settings
- Click the Integration>MYOB AccountRight tab along the top of the screen.
Downloading MYOB AccountRight and creating an account:
If you already have a my.myob account set up, feel free to skip this step.
- Aussies click here and Kiwis click here, to sign up and activate your free trial.
- Upon activating your MYOB account, a serial number will be sent to your email address. The email will also include links for downloading MYOB AccountRight.
- Go to my.myob.com and select New Zealand or Australia for your country.
- You will be asked for the serial number provided in the email sent to you. Enter it into this form along with your other details.
- Install the application on your computer using the link given in the email.
Linking your website to MYOB AccountRight
To connect your website with MYOB AccountRight software, you must have an existing account. If not, you will need to follow the steps
mentioned here.
- To integrate MYOB, navigate to WordPress Admin>WooCommerce>Settings
- Click on Integration>MYOB AccountRight.
- Click Validate Access button to authorise the connection between WordPress and MYOB.
- You’ll be redirected and requested to authenticate your WooCommerce website. Click on the link to authenticate.
- You will be redirected to MYOB sign in page. Enter your credentials and click Sign in
- Authentication successful message will appear. Now, click on Return to plugin Page for further settings of your MYOB Accountright integration.
- On Return, you’ll see company files loaded from your MYOB AccountRight to your WooCommerce MYOB AccountRight Integration page. Save changes and go to next step.
Admin Page Settings
Company File Username and Password
Enter your Company file username and password to connect your store via your account and click save changes at the bottom of plugin tab.
Note: Don’t put any password in company file password if you haven’t had set it. Keep it blank.
Reload Accounts List
Load account lists by clicking
Reload Account List. You can click button anytime when needed to reload accounts again.
Company File
If you have multiple company files, you can select the one you wish to use for this instance of WooCommerce using pulldown menu.
Customer ID Prefix
When a new registered WooCommerce customer is synced in MYOB, the plugin will create the customer record in the accounting system. In order to distinguish between customers from your WooCommerce site and customers who are from other channels, a prefix is added to the WooCommerce Customers’ “Card ID” in order to generate a unique ID in MYOB.
By default, the prefix is WOO-, so for example, a customer with user id number 4 in WooCommerce will have a Card ID of WOO-4 in MYOB.
Guest Customer Display ID
WooCommerce allows users to purchase either as a registered user or as a guest. In MYOB however, all invoices need to be associated with a Customer. As a merchant, you can decide to either create new customer records for each guest purchase or use a single customer record for all guest purchases.
If you enter an ID in this field, all guest purchases on WooCommerce will be assigned to that customer in MYOB. For example, you can create a Customer in MYOB called “Online Purchases” with the Display ID “ONLINE”. All guest purchases will be assigned to this new “ONLINE” customer record in MYOB.
If you enter data in this field but do not create a customer record in MYOB, the plugin will create a guest account with the given Display ID in MYOB, with the name “Guest Guest”.
Invoice Display ID Prefix (required option)
In order to distinguish between online WooCommerce sales and other channel sales, a prefix is added to the order number in WooCommerce in order to generate a unique order number in MYOB.
By default, this prefix is set to “WOO-”.
For example, if for order 112 in WooCommerce, the corresponding invoice in MYOB will be WOO-112.
Sync Period
Select number of days to let this plugin periodically sync to your myob AccountRight automatically.
General Ledger Accounts and Tax Accounts
The specific accounts where financial transactions are posted are managed entirely by MYOB. However, if a product has been created in WooCommerce, but cannot be found in MYOB, a new product record will automatically be created in MYOB. In that case, the chosen accounts will be stored with that product.
Important: This is only used when the plugin in the MYOB system initially creates a product. To change any account, go into MYOB and update. The plugin will not update accounts on existing products or override account settings in MYOB.
Income Account
This is the account where income is booked. Select the default income account to use for new products created by the plugin automatically in MYOB if they do not already exist. This setting will be ignored for products already in MYOB and instead the chosen income account in MYOB will be used.
Default myob Invoice Type
If there are multiple types of MYOB product types within an order (Items, Service, Professional), then a MYOB invoice of this type will be created.
Cost of Sales
This is the account where cost of sales are booked. Select the default income account to use for new products created by the plugin automatically if they do not exist in MYOB already.
Cost of sales account is only used for “inventoried” items.
Asset Account
This is the account where inventory values are booked. Select the default asset account to use for new products created by the plugin automatically. If they do not exist in MYOB already, asset account is only used for “inventoried” items. Please ensure that the account selected is registered as a bank account in MYOB.
Default Tax Code for New Products
This is the tax code for purchase of new products. Select the default tax code to use for new products that is created by the plugin automatically in MYOB if they do not exist. This setting will be ignored for products already in MYOB and instead the chosen income account in MYOB will be used.
Default Tax Code for Line Items
Select the default MYOB tax code to use for line items with an unrecognized tax code. If a line item appears with an unrecognised tax code, then the one selected in this dropdown menu will be used for that item.
Freight Tax Code
This is the tax code for any freight charges associated with the purchase of the item. Select the default tax code for freight charges, which will be used independent of any settings in MYOB.
Job Code
Select the default job number of the job you want your orders to be assigned to in myob.
Sync Product Button
Click this button to download the inventory counts from MYOB and update them in WooCommerce. This can take a few minutes to complete depending on the number of products you have configured.
Allow myob to Set the Invoice Number
If you want to allow myob to set the invoice number rather than passing WooCommerce order number check this option.
Create Product in myob if not Found
Myob will create product if it doesn’t exist in its inventory by checking this option.
Save Guests in myob Based on their email or User Id
Creates a myob customer file for guest users in WooCommerce based off their email. However, user ID will be selected instead if email is already taken.
Create Closed Invoices
If selected, invoices created by WooCommerce will be closed, otherwise they will remain open. If orders are set to be created instead of invoices, this setting will be overridden regardless of selection.
Note: a bank account (in asset accounts) must be selected to create closed invoices.
Create Orders Instead of Invoices
If checked, an myob order will be created instead of an myob invoice for WooCommerce purchases.
Create Orders when on-Hold
Select “create orders when on-hold” if you want to create orders in myob even with on-hold status in WooCommerce
Set myob Default Customer Designation
If selected the default designation of the customer will be selected in myob. Uncheck if you want to select the designation of the customer to “Company” if they write a company name while checking out in your Woo store.
Enable Debug Logging
This checkbox enables extended logging in the case you are having trouble connecting to MYOB. This will have information valuable to Web Developers but can quickly fill your hard drive with detailed information on each transaction.
FAQs
Why am I getting this error: The MYOB request returned a 404 and this message “The Company File version is not supported.”?
With this kind of error, we suggest that you upgrade your MYOB
AccountRight Company file.
Please see MYOB’s
downloads page to download and install the latest version of AccountRight.
Invoices not syncing- How do I re-sync my products?
Clicking the
Sync Product button would resync the products, which can be found under the MYOB settings page in
WooCommece >
Settings >
Integrations >
MYOB Integrations.
How are Customers Synchronised?
A customer record is maintained in both WooCommerce and MYOB. The customer “Display ID” is used to identify a customer in both systems. The display ID is a combination of the WooCommerce customer ID (a number) and a prefix, chosen by you.
Customer is in WooCommerce but not in MYOB
In the case where a customer record is in WooCommerce but could not be found in MYOB, the plugin will automatically create the customer record in MYOB.
Customer is a Guest in WooCommerce
For purchases by guests in WooCommerce, there are two options. The first is to assign all purchases made by guests to a specified “guest customer” record in MYOB. The actual purchaser name will appear in the Memo field for the invoice in MYOB.
The second option is to have a new customer record created for each guest purchase in WooCommerce.
These are controlled by the
Guest Customer Display ID option on the admin screen.
Note: If a customer updates their address or other information in WooCommerce, it is not automatically updated on MYOB.
How are products synchronised?
Products are synchronised by matching the SKU field in WooCommerce and the Item Number field in MYOB.
Important: If the SKU is not set in WooCommerce, the orders will not appear in MYOB.
Normally, you should create products in MYOB first, then create a matching product in WooCommerce with a SKU that matches the Item Number in MYOB. However, if you forget to do this, the plugin will automatically create a product record in MYOB the first time a customer attempts to purchase the item.
When a customer purchases an item on WooCommerce, the total available product is adjusted on both WooCommerce and MYOB. Because you may be selling products via other channels, or you may have to adjust inventory due to losses or other reasons, these two counters can occasionally get out of sync.
When you click the “Sync Product” button on the admin screen, the plugin will download a list of all products on MYOB and update any corresponding products on WooCommerce with the latest quantity information.
In all cases, MYOB is expected to be the “official” count of available inventory. Because adding new inventory randomly from WooCommerce will impact your inventory valuation, inventory counts are always “one way” from MYOB to WooCommerce.
Inventoried vs. Non-Inventoried Products
When you create a product in WooCommerce, you have an option to “Manage Stock?”. If this is a product you wish to sync inventory numbers for, you MUST enable this setting.
This is particularly important if you do not create the MYOB product entry first. In this case, the plugin will create a product record in MYOB when the first customer purchases the item. This will be produced as a “non-inventoried” item in MYOB.
Note: MYOB does not allow you to move a product from “non-inventoried” to “inventoried”.
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