MYOB Integration
Connect Prosessed AI with MYOB to sync invoices, customers, and financial data seamlessly.
Overview
MYOB Integration allows you to connect Prosessed AI with MYOB accounting software.
This helps you:
Sync sales invoices
Track customer payments
Maintain accurate financial records
Why Integrate with MYOB?
Integration helps you:
Eliminate manual data entry
Reduce accounting errors
Keep books updated in real time
Save time and effort
What Data Can Be Synced?
From Prosessed AI to MYOB
Sales Invoices
Customers
Payments
Optional Sync
Items (products/services)
Tax information (GST)
How Integration Works
Create transaction in Prosessed AI
System pushes data to MYOB
MYOB records accounting entries
Setup Integration
Step 1: Connect MYOB Account
Go to Settings → Integrations → MYOB
Click Connect
Login to your MYOB account
Grant access permissions
Step 2: Configure Settings
Select company file
Map accounts:
Income account
Accounts Receivable
Tax (GST) accounts
Step 3: Enable Sync
- Enable automatic sync or manual sync
Invoice Sync
When a Sales Invoice is created:
Invoice is pushed to MYOB
Customer is created (if not exists)
Amount and GST are recorded
Payment Sync
When payment is recorded:
Payment is synced to MYOB
Invoice status is updated
Data Mapping (Important)
Ensure proper mapping:
| Prosessed AI | MYOB |
|-------------|------|
| Customer | Contact |
| Sales Invoice | Invoice |
| Payment Entry | Payment |
Sync Methods
Automatic Sync
- Real-time or scheduled sync
Manual Sync
- Trigger sync manually when needed
GST Handling
MYOB uses GST rules.
Ensure:
Correct tax codes are mapped
GST rates match system configuration
Error Handling
If sync fails:
Check API connection
Verify mapping
Review error logs
Best Practices
Configure GST mapping carefully
Sync data regularly
Avoid duplicate entries
Test integration before going live
Common Issues
Invoice not syncing → Check connection
Incorrect GST → Verify tax mapping
Duplicate data → Avoid manual entry in both systems
Example
Create Sales Invoice in Prosessed AI
Invoice appears in MYOB
Payment recorded → Updated in both systems
Why It Matters
MYOB integration helps you:
Maintain accurate accounting
Simplify financial management
Reduce manual work