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MYOB Business Setup Guide

This guide explains how to connect your MYOB Business account to Ordermentum and configure the integration settings.

Updated over a week ago

Overview

Ordermentum's MYOB Business integration allows suppliers to automate key processes between Ordermentum and MYOB Business. Once connected, Ordermentum can sync orders or invoices, manage stock levels, and handle payment reconciliation, depending on your configuration.

This integration supports MYOB AccountRight Live (ARL), MYOB Business, and MYOB Essentials.

Connecting to MYOB Business

  1. In Ordermentum, go to:

Settings → Integrations → MYOB Business

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2. Click Connect.

3. You will be redirected to MYOB Business to log in and approve access.

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4. After approval, return to Ordermentum. A list of your MYOB companies will appear.

5. Select the correct company to complete setup.​

⚠️ If no company is selected, syncing will fail.

💡 Tip: Be sure to select the right company from the list. This is a required step—orders and invoices will not sync until a company is chosen.

Data Synced Between Systems

Data

Direction

Timing

Orders OR Invoices

Ordermentum → MYOB Business

Real-time (on order or invoice creation)

Credit Notes

Ordermentum → MYOB Business

Real-time (on credit note creation)

Stock Levels (if enabled)

MYOB Business → Ordermentum

Hourly

Integration Settings

You can configure several settings to control how Ordermentum syncs data with MYOB Business:

Setting

Description

Company

The MYOB company this integration syncs to.

Delivery Status

The default delivery status used in MYOB (e.g. To Be Printed).

Tax Code

The default tax code applied to synced orders and invoices.

Surcharge Code

Tax code used for surcharge line items.

Surcharge Inventory ID

MYOB item code used for the surcharge. Must be 10 characters or fewer.

MYOB Tax Exempt Code

The tax code used for tax-free items (e.g. FRE).

Sync Orders or Invoices

Choose whether to sync orders or invoices (not both).

Use Invoice Number

Send invoice numbers instead of order numbers (optional).

Suffix

Appends a suffix (1–3 characters) to synced order numbers.

Tax Includes at a Line Level

Controls line-level tax inclusion (recommended to match MYOB settings).

Reflect Stock from MYOB

If enabled, stock levels from MYOB will update in Ordermentum.

Auto Reconciliation

Automatically matches payments in MYOB to Ordermentum invoices.

Bank Account

The account in MYOB to use for reconciliation.

Mark Invoice as Paid

Marks Ordermentum invoices as paid when payment is recorded in MYOB.

Notes

  • Product records must exist in both Ordermentum and MYOB, with matching SKUs. The SKU in Ordermentum must exactly match the Item ID in MYOB for the product to sync correctly.

  • Customers are automatically created in MYOB when syncing orders or invoices.

  • Stock sync is optional and can be enabled per integration.

  • Freight appears in the dedicated freight field in MYOB invoices.

  • Surcharges appear as line items.

  • Auto Reconciliation automatically matches daily batch payments.

For further support, contact the Ordermentum team via chat or email us at support@ordermentum.com

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