When you need this
You use MYOB AccountRight or MYOB Business and want SprintSuite invoices, supplier bills and pay run hours to flow into it without re-keying. This article explains how the MYOB integration works and gives you a checklist for setting it up.
How it works
The MYOB integration doesn't connect to MYOB directly. Instead, SprintSuite produces files you import into MYOB, and emails bills to your MYOB In Tray.
Feature | What SprintSuite does | What you do in MYOB |
MYOB Invoicing | Exports approved invoices as an Item Sales import file | Import the file with the Import/Export Assistant |
MYOB Bills | Emails each approved supplier bill's PDF to your MYOB In Tray address | Turn the In Tray document into a bill |
MYOB Payroll | Exports approved pay run hours, leave and allowances as a timesheet import file | Import the file with the Import/Export Assistant |
Each feature has its own switch, so you can use any combination. Everything is set up separately for each billable company.
Before you start
Confirm which SprintSuite billable company matches which MYOB company file.
Have someone with access to that MYOB file available. You'll need customer, employee and payroll category names from it, and the In Tray email address.
Steps
1. Open the MYOB settings
Go to Settings → Integrations.
Choose the company under Select Billable Company.
On the MYOB card, click Configure.
2. Work through the checklist
Step | Where | See |
Turn on MYOB Invoicing | MYOB → Settings | Export invoices to MYOB |
Check SprintSuite client names match MYOB customer card names exactly | Clients, and MYOB Customer Cards | Export invoices to MYOB |
Set a Default Revenue Code on each shift type, and check each code exists as a MYOB item | Settings → Shift Types | Export invoices to MYOB |
Turn on MYOB Bills, enter and save your In Tray Email, then send a test | MYOB → Settings | Send approved bills to your MYOB In Tray |
Turn on MYOB Payroll | MYOB → Settings | Map MYOB payroll categories |
Map every shift type, leave type and allowance to a MYOB payroll category | MYOB → Payroll Categories | Map MYOB payroll categories |
Check staff first and last names match MYOB employee cards exactly | Staff profiles, and MYOB Employee Cards | Export pay run timesheets to MYOB |
Import one test invoice file | MYOB Import/Export Assistant | Export invoices to MYOB |
Import one test pay run file | MYOB Import/Export Assistant | Export pay run timesheets to MYOB |
What success looks like
A test invoice and a test pay run import into MYOB with no unmatched customers, employees or categories.
A test bill arrives in your MYOB In Tray.
If it fails
No MYOB card under Integrations → ask SprintSuite support to switch it on for your company.
Most import errors come from names that don't match exactly. Check the customer, employee or payroll category name in MYOB, character for character.