MYOB

When your organisation is connected to MYOB, each milestone creates a bill in your company file at the sync point you choose. The MYOB section sits at the foot of Settings > Profile and terms. You need the Can manage Integrations permission to connect, test, disconnect or change its options.

Your organisation can connect one accounting system at a time. While Xero or QuickBooks Online is connected, Connect to MYOB is unavailable and says which one to disconnect first.

Connect to MYOB

1. Go to Settings > Profile and terms.
2. In the MYOB section, select Connect to MYOB.
3. Sign in to MYOB and allow Backed to reach your company files.
4. Choose the company file to connect.

You come back to Settings > Profile and terms, where the section reads "Connected to" and the company file's name. If you cancel, or the connection fails, nothing is stored and the page says "The connection to MYOB was not completed. Please try again."

Enter the company file's sign-in

Some MYOB company files have their own user name and password, on top of your MYOB sign-in. When the company file you choose has one, the Company file sign-in dialog opens as soon as it is connected.

1. Enter the company file's user name and password.
2. Select Save credentials. MYOB checks them before anything is saved.

If MYOB does not accept them, the dialog says so and you can try again. If you select Not now, the MYOB section says "MYOB needs the company file user name and password before bills can sync." and offers Enter company file credentials every time you visit, until MYOB accepts them. The password is never shown again, emailed or written to the integration log.

Test or disconnect the connection

• Test connection names the company file when the connection works, and shows what MYOB said when it doesn't.
• Disconnect asks you to confirm first. Choose Cancel to stay connected. Bills already in MYOB are left as they are, and your options are kept.

Choose the options

Select Edit Details, change the options in the MYOB section, then select Save MYOB options.

Option	What it does
MYOB Account Code	The MYOB account code milestones will be created under, shown as "code – name".
Milestone sync points	When a milestone's bill is created or updated: when it is approved, when its contract is executed, or both.
Milestone sync error email	Where MYOB sync errors are emailed. Leave it blank to send none.

There is no GST setting in the MYOB integration. GST on each bill follows the applicant's GST Field.

Frequently asked questions

Each answer is what Backed does today; the last column names the spec that proves it.

Question	Answer	Proved by
Which company file do bills go to?	The one you chose when you connected. Your organisation connects one company file at a time.	ACC-12 myob.adapter.spec.ts ("the company file")
Why am I asked for a company file user name and password?	That company file has its own sign-in. Bills cannot be created in it until MYOB accepts them.	ACC-12 company-file-credentials.spec.ts; myob.adapter.spec.ts ("checks the credentials with describe")
Which tax codes are used?	GST for a bill with GST and FRE for one without, both read from your company file.	ACC-12 myob.adapter.spec.ts ("resolves GST and FRE from the ledger")
Are the applicant's bank details sent to MYOB?	No. Backed creates or finds the supplier card in MYOB but never adds bank details to it.	ACC-12 myob.adapter.spec.ts ("never gets bank details"); ACC-9 bank-account-sync.spec.ts
Are files attached to the bill?	No. MYOB's connection does not take attachments, so the bill's memo names the milestone's audit document, which stays downloadable from the milestone in Backed.	ACC-12 myob.adapter.spec.ts ("names the audit document in the memo, attaches nothing"); ACC-15 bill-sync-documents.e2e-spec.ts
What happens if the account code is inactive in MYOB?	The bill is not created. The milestone shows Sync failed with MYOB's words naming the account, and the Milestone sync error email address is emailed. Make the account active again, or choose another MYOB Account Code, then retry the sync.	ACC-12 myob.adapter.spec.ts ("refuses an inactive account as invalid_account_code"); ACC-7 sync-failure.handler.spec.ts
What if the supplier card was deleted in MYOB?	The next sync finds or creates the supplier card again by the applicant's name, and the bill names it.	ACC-12 myob.adapter.spec.ts ("deleted in MYOB")
Does Backed change a bill once it is paid or edited in MYOB?	No. A bill that has a payment, was reversed, or was edited in MYOB is left as it is, and the milestone shows why.	ACC-12 myob.adapter.spec.ts ("never changes a part-paid Bill"); myob-errors.spec.ts ("fingerprints the Bill")
How do payments made in MYOB reach Backed?	Each night Backed reads the payments recorded against its bills. Force payment sync on the milestone checks straight away.	ACC-11 payment-pull.service.spec.ts; force-payment-sync.service.spec.ts
Where can I see each sync attempt?	On Settings > Profile and terms > Integration logs. Choose MYOB under Integration, and select Show details on an entry for its attempt, bill number, milestone and error. See Integration logs.	ACC-14 integration-log.store.spec.ts