MYOB AccountRight is an accounting tool that is used by businesses all around the world. Our latest WordPress plugin brings the powerful invoicing features of MYOB AccountRight directly into WooCommerce. Download the plugin to integrate and maintain your WooCommerce powered store account seamlessly with myob. For installation and configuration options, please see the plugin’s documentation.
Buying myob Integration for WooCommerce also gives you access to 1 year of premium support and updates.
What is MYOB?
MYOB AccountRight is a powerful accounting suite used by businesses throughout Australia and New Zealand. It allows you to manage stock, invoices, taxes and much more. Learn more about MYOB AccountRight.
This plugin is compatible with WooCommerce stores based in New Zealand and Australia.
Our major features
MYOB accounting plugin allows you to automatically create invoices, customers, manage stock, taxes and much more in MYOB AccountRight from your WooCommerce store.
Notable plugin features are as follows:
Create invoices automatically into MYOB AccountRight
Easily document your taxes, shipping costs and other expenses in one, secure place
Automatic respective synchronisation of data between platforms
Inventory tracking and maintenance
Automatic and manual invoice handling options
Tax codes for easy GST handling
Detailed customer data and management
Analyse sales with customer data- great for determining pain points 😉
Manage stock and inventory through invoice count
Streamline your business’s accounting process
Spend less time accounting and more time focusing on what you do best. MYOB for WooCommerce reduces the amount of time you spend analysing and processing data from your WooCommerce Store.
The plugin keeps all of your store’s invoices in one place so you can;
Stay on top of business expenses – Easily document and record taxes, shipping costs and other expenses so you can focus on more crucial tasks.
View, sort and manage customer data – MYOB for WooCommerce generates invoices for all of your customers, which can aid you in analysing and measuring sales.
Easy, hassle-free integration
Syncing your MYOB AccountRight software with WooCommerce is easy! All you need is a special password (or API key). Our plugin then takes care of the rest.
Reduce the hassle of moving back and forth to track sync issues.
Give more control and insights to your WooCommerce website.
Set the right invoice types of myob AccountRight in advance of customer purchase from your store.
Distinguish between job types for products on WooCommerce and create multiple job types in myob for the services you offer.
Now you can synchronise invoices under the right job head for every product independently.
It is easier to troubleshoot sync and invoicing issues.
MYOB For WooCommerce Plugin – New Feature Release 1.5
Cron job for product synchronisations
MYOB Integration for WooCommerce runs stock synchronisations automatically and now merchants have the option to configure the number of days between cron jobs.
Additional fields added for company files
In the previous version, when the MYOB user logged into the Company File, it requires another username and password to access the file. The username was hardcoded as ‘administrator’. Now MYOB users are able to configure their username and password for the company file.
Create MYOB Entry only after successful payment
In our previous version, payments would sometimes show as ‘pending’ if third party platforms, such as if someone uses Afterpay to complete payment. Now, our plugin only creates entries in MYOB when payments are successful, avoiding confusion where payments may show as ‘pending’.
Does this product offer Sync between WooCommerce and MYOB?
We’ve had a lot of questions recently about this plugin synchronisation services.
Does the plugin sync stock?
How does it sync?
Does the plugin sync products?
Does it sync both ways?
What exactly does it sync?
Yes! this plugin supports stock and products sync between MYOB and WooCommerce.
Sync MYOB AccountRight Orders with WooCommerce
WooCommerce MYOB integration allows you to integrate your WooCommerce store’s order information within MYOB AccountRight. When someone makes a purchase from your store, the plugin generates an invoice using their details and order information. Then it immediately loads the invoice into MYOB AccountRight.
MYOB integration for WooCoomerce offers extensive stock-sync support. When items are configured, they can be set up as “inventoried” or not. If they are inventoried, stock counts will automatically be updated in MYOB when purchases are made. WooCommerce maintains its own counter that can be updated by the Merchant for all products by clicking a single button.
If a customer purchases a product in WooCommerce that has not been configured in MYOB, the plugin will automatically create an appropriate product record in MYOB so that the sale can be accurately tracked.
MYOB remains the “source of truth” for all inventory information, ensuring that your accounting data remains accurate.
Enhanced Customer Management
When a new customer purchases something on WooCommerce, the plugin automatically creates a customer record in MYOB, allowing you to easily track the purchasing from each client.
The plugin generates fully itemized invoices, allowing you to better track sales in MYOB and also to support full inventory tracking.
Premium support is just a message away!
When you purchase MYOB for WooCommerce, you gain access to a year of premium support. Our team can help you with any part of the process, from installation to managing your data
Who is this plugin for?
Small online stores:
Perhaps you have a small store that sells specific niche products, or maybe you have a small online store to sell your company’s products on. Regardless of the size of your store, MYOB for WooCommerce can improve your accounting efficiency.
Dropshipping store owners:
If you manage a dropshipping store, MYOB for Woocommerce can help you manage costs, profits, tax and more. When paired with plugins like WooCommerce Dropshipping, you can save hours of time every day when it comes to managing a dropshipping store.
Digital download stores:
Whether you sell software, plugins, themes or other media such as movies or images, MYOB for WooCommerce can help you keep track of your sales, taxes and more.
Please note – Product Variations are not supported. We are working on this feature, to make item variations easier to integrate.
If after you attempted to resolve issues with Support staff and feel the product(s) you purchased does/do not the best fit your requirements, we want to make things right.
Our policy offers a full refund within 30 days of your date of purchase. We’d love to know what went wrong and how we can improve, so please include details about the reason for your refund request if you reach out to us directly.
Woocommerce.opmc.com.au and our payment process submit the refund immediately and make every attempt to process the refund as quickly as possible. Your financial institution can take up to 20 days for the refund to reflect in your bank account/card.
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.
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.
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.
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.
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.
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.
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.
Why am I getting this error: The MYOB request returned a 404 and this message “The Company File version is not supported.”?
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”.
Automatically generate invoices on MYOB AccountRight when a product is purchased through your WooCommerce store. MYOB AccountRight for WooCommerce connects your WordPress website with AccountRight desktop software. This lets you keep track of transactions, customers and more.
Purchase the Myob Integration to get started.
Download the .zip file to your device.
On your website, Go to: WordPress Admin > Plugins > Add New to upload the file you downloaded with Choose File.
Activate the plugin in Plugins > Installed Plugins.