When you need this
You want approved SprintSuite invoices in MYOB AccountRight or MYOB Business without typing them in. SprintSuite exports them as an Item Sales file that you import into MYOB.
Before you start
MYOB Invoicing is on for the billable company (see below).
Each client's name in SprintSuite matches its MYOB customer card name exactly, including spacing, punctuation and "Pty Ltd". MYOB uses this name to find the customer.
Every revenue code you invoice exists as an item in your MYOB file, because it becomes the Item Number on each line (see below).
If you track jobs in MYOB, SprintSuite job numbers match your MYOB job numbers.
Steps
1. Turn on MYOB Invoicing
Go to Settings → Integrations, select the billable company, and click Configure on the MYOB card.
On the Settings tab, turn on MYOB Invoicing.
This adds the Export MYOB button and a MYOB column to the Invoicing List, for that billable company's invoices only.
2. Set revenue codes on your shift types
Each invoice line's code comes from the shift type. Go to Settings → Shift Types, edit each shift type, and set its Default Revenue Code. Do & Charge invoices use this code on every line for that shift type. You can still change it on an individual invoice line.
3. Export
Go to Invoices → Invoicing List.
Click Export MYOB and save the file.
Check the MYOB column to see which invoices have been exported.
4. Import into MYOB
In MYOB, open File → Import/Export Assistant.
Choose to import Sales, then Item Sales.
Select the file and follow the prompts to match the fields.
Review the import log for any lines MYOB skipped.
What's in the file
Column | Comes from |
Name On Card | The client name, which must match the MYOB customer card |
Invoice No. | The SprintSuite invoice number |
Date | Invoice date, DD/MM/YYYY |
Customer PO | The client's purchase order number |
Item Number | The line's revenue code, which defaults from the shift type |
Description | The line description |
Quantity | Units invoiced |
Price | Unit rate, excluding GST |
Total | Line total, including tax |
Tax Code | Converted automatically (see below) |
Tax Amount | The GST on the line |
Job | The SprintSuite job number |
Heading lines are left out, so only billable lines are imported.
Tax codes
SprintSuite tax rate | MYOB tax code |
GST on Income | GST |
GST Free Income | FRE |
BAS Excluded | N-T |
Check these codes exist in your MYOB file with the same names.
What success looks like
The import log shows every invoice imported, each under the right customer.
Invoice numbers and totals in MYOB match SprintSuite.
If it fails
No Export MYOB button → turn on MYOB Invoicing for the invoice's billable company.
Customer not found → the SprintSuite client name doesn't exactly match the MYOB card name. Fix one to match the other, then re-import.
Item not found → the line's revenue code doesn't exist as a MYOB item. Create the item in MYOB, or change the revenue code on the shift type or invoice line.
Job not found → create the job in MYOB, or correct the job number in SprintSuite.
Tax code not found → check GST, FRE and N-T exist in MYOB.