> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/integrations/myob.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

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](integration-logs.md). | ACC-14 `integration-log.store.spec.ts` |