This guide will walk you through the steps to connect, configure default settings, and set up expense accounts for each item.
Table of Contents
Connecting to MYOB
To connect your MYOB account with Ordermentum:
Log in to Ordermentum via https://app.ordermentum.com/.
Navigate to the Add-Ons section in your dashboard, by selecting your profile in the top right, and then the cogwheel.
Find the MYOB integration and click on the Connect button.
Setting Up Default Settings
Once connected, you need to configure your default settings:
Select your MYOB company profile from the list of available profiles.
Set the Default Expense Account: This is the default account used for expense transactions. The default is 6-8888.
Configure Tax Codes:
Taxable Expense Account: Choose the tax code used for taxable items.
Tax Exempt Expense Account: Choose the tax code used for non-taxable items.
Frequently Asked Questions
Can I set up the MYOB integration on my mobile device?
Currently, the integration is only available on the web via https://app.ordermentum.com/. It is not available on iOS or Android devices at this time.
What if there’s a mistake with the GL account?
It’s super easy to fix any incorrect account allocations in both MYOB and Ordermentum, so if there’s anything wrong, you or your bookkeeper can quickly correct the GL allocation. If you change the GL account of an item in Ordermentum, the system will remember the newly updated account, and in all future invoices, the item will be allocated to the new GL account.
What if I order a new product?
If Ordermentum doesn’t know which account to allocate the item to, we will mark it as “GL account required”, and will not set the invoice as approved in your accounting system. When it’s ready to reconcile, we’ll automatically mark it as approved. So the reconciliation is just a single click.
How much does this cost?
Nothing at all, it’s completely free!
We hope this guide helps you successfully sync your Ordermentum invoices with MYOB for efficient and hassle-free bookkeeping. If you have any further questions, please feel free to reach out to our support team.