Fieldfolio Help

MYOB AccountRight Live integration settings

Configure the MYOB AccountRight Live integration.

The MYOB AccountRight Live Settings page allows you to view the current configuration of the MYOB AccountRight Live integration and change any of these values as necessary by clicking Change for the relevant setting.

Company file

This is the MYOB AccountRight Live company file to which Fieldfolio will sync orders.

Default income account

Creating a new inventory item in MYOB requires that an account be specified as the 'Income Account For Tracking Sales' for the item. The account you select here will be used by Fieldfolio to create new inventory items in your selected MYOB company file.

Tax code settings

Creating a new order, customer, or inventory item in your selected MYOB company file requires that the applicable tax code and/or freight tax code be specified.

Default tax code

When creating a new customer in MYOB, the tax code specified here will be used to populate the 'Tax Code' attribute.

When creating a new inventory item in MYOB, the tax code specified here will be used to populate the 'Tax Code When Sold' attribute.

Default freight tax code

When creating a new order in MYOB, the tax code specified here will be used to populate the 'Freight Tax Code' attribute.

When creating a new customer in MYOB, the tax code specified here will be used to populate the 'Freight Tax Code' attribute.

Default non-taxable tax code

The tax code specified here will be used when creating non-taxable inventory items in MYOB, that is, those for which the Apply Tax to this Product checkbox for the product in Fieldfolio is unchecked.

Automatically create missing customers in MYOB

By default, if the customer associated with an order can't be found in your selected MYOB company file then syncing the order to MYOB will fail.

This setting enables you to select whether Fieldfolio should automatically create any customers that can't be found in your selected company file, thereby increasing the likelihood that syncing orders for new customers will be successful.

Retrieve Stock on Hand from MYOB

This setting enables you to select whether, when syncing an order to MYOB, Fieldfolio should retrieve from MYOB the Stock on Hand values for any inventory items in the order and update Fieldfolio's own figures accordingly.

Disable the integration

Should you wish to pause the syncing of new orders to MYOB, this can be achieved by clicking Disable the integration. All of the existing settings and sync log entries will be retained but you'll need to re-enable the integration (and complete the integration setup process again) before any new orders will be synced to MYOB.

Please note that if the integration is disabled and later re-enabled, it will not be possible to sync to MYOB any orders that were created while the integration was disabled.

Disconnect the integration from your MYOB account and company file

Clicking disconnect it completely will remove the link between your Fieldfolio account and your my.MYOB account and will destroy all settings and sync log entries for the integration. Accordingly, please use this option with caution.

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