AbtracOnLine links to MYOB Essentials directly via the MYOB API.
You can set up the link between Abtrac and MYOB in less than 10 minutes following the instructions below, or if you call the support team we’d be happy to help you get underway.
Before you start: Read this article for an overview on how the Abtrac accounts link works
Setting up a connection to MYOB Essentials
Once you are ready to set up the integration: Either from the Menu option Accounting > Interface Settings or from Administration > Settings > Invoice Settings > choose Accounting Interface Settings.
Then choose the option for MYOB Essentials.
Not sure which version of MYOB Essentials to connect to?
To find out if you’re on the latest version of MYOB Essentials identify which web address you are using below:
Old MYOB Essentials Web Address: https://essentials.myob.com….
New MYOB Essentials Web Address: https://app.myob.com/#/businesses….
You can find your web address in the address bar at the top of your browser.
Choosing your MYOB connection preferences
To configure your integration you’ll need to set some more specific preferences for MYOB Essentials.
From October 2021 MYOB is no longer selling solutions under the names MYOB Essentials and MYOB AccountRight, instead they are offering a single solution MYOB Business.
The options available to configure for MYOB Essentials NEW differ depending on which version you have and which country you are using Essentials in.
For Old MYOB Essentials: Link to your MYOB Business Credentials
This business number and your MYOB account login are used to create the link between AbtracOnLine and your accounts.
Finding your Business Number
You will have been given your business number as part of your “Welcome to Essentials” email on signing up to MYOB. Otherwise you can also find your unique 6 digit business number is from your browser address bar when logged in to Essentials
e.g. https://essentials.myob………#businesses/123456/home
Location
Likewise the location of your MYOB datafile can be confirmed from the address bar when logged in – typically either Australia or New Zealand (myob.com.au or myob.co.nz)
For New MYOB Essentials: Link to your MYOB Company File Credentials
This business name and your MYOB account login are used to create the link between AbtracOnLine and your accounts.
Choose a MYOB Invoice Delivery Status
Choose the MYOB delivery status of invoices uploaded from Abtrac: Unpaid and Sent, or Unpaid and not Sent
Adding new Clients to MYOB
You can choose to add clients entered in Abtrac to MYOB at the same time as invoices are uploaded.
Decide how to match your Abtrac Client invoices to your MYOB Contacts
Clients can be matched using:
- Abtrac Client Name to MYOB Customer Name
- Abtrac Name on Invoice to MYOB Customer Name
When choosing either name matching option you will need to be aware that any minor misspellings/spelling changes on client names (or names on invoices) could result in duplicate records in MYOB
Linking Tax Codes
You can enter as many tax codes and associated tax rates as required, however only two codes will apply to invoices by default (those for revenue and those for tax free revenue).
The names of Tax Codes specified in Essentials is most easily found from Your Business > Accounts List > then choosing Add Accounts in order to view the complete list of Tax Codes as well as Tax types. Note you can’t delete tax types or create new ones in Essentials.
Any additional tax codes entered can be selected for individual invoices, or individual invoice lines from the tax code drop down. In some instances you may need to change the tax settings for individual invoices from edit invoice details first.
Linking MYOB Account Codes to Abtrac Invoice Settings
For the accounts upload to function you must link an invoice setting with an accounts interface setting. An invoice setting may only be linked to one accounting interface setting.
You can enter as many accounts codes as required, however only one code will apply to invoices by default.
Any additional accounts codes entered can be selected for individual invoices, or individual invoice lines from the GL Account Code drop down. You can apply GL Account Codes to all invoice lines by choosing from edit invoice details, or on a line by line basis as required.
Once your accounts integration is set up this article on using the Abtrac-Accounts link is also a useful read.
Notes on the MYOB Essentials integration
- MYOB Essentials has a character limit on some text fields. Where the characters in your Abtrac invoices are greater than those available in MYOB the integration will truncate the data imported to fit.
- As MYOB Essentials doesn’t manage or report on Jobs(Projects) you cannot import project information relating to your invoices.
Chart of details for the Abtrac + MYOB link
Abtrac KB# 2078