MYOB - Set up Connection

Use these steps to enable MYOB Business in HirePOS and authorise the connection.

The MYOB user authorising HirePOS must have Administrator access to the MYOB company file or business you want to connect. Being able to open the business as an ordinary file user is not sufficient to approve the connection.

If your user does not have the required access, ask an MYOB administrator to update your access or complete the connection.

To check access in browser-based MYOB Business, open Users and Permissions and confirm that the authorising user's Access is set to Admin. In AccountRight, open Setup > User Access and confirm that the user has the Administrator role.

For more information, see OAuth2.0 Authentication Now Requires Admin Access.

1. Go to Setup > Preferences > Accounting.

2. Select MYOB Business as the accounting integration.

3. Click Save Changes.

1. Open the MYOB Exporter from the HirePOS Home screen or Accounting Preferences.

2. Sign in to MYOB using a user with Administrator access.

3. Select the correct MYOB business.

4. Click Connect to authorise HirePOS.

5. Wait for MYOB to return you to the HirePOS MYOB Exporter.

6. Confirm that the exporter shows Connected to MYOB business: [business name].

The exporter is now ready to list and transfer records.

HirePOS requests access to the MYOB areas needed by the integration, including customers, suppliers, sales, purchases, banking, general ledger, Jobs, tax information, and company-file details.

These permissions allow the exporter to read the required MYOB setup information and create invoices, payments, and Purchase Orders. They also allow it to retrieve bank statement lines for the Bankfeeds import.

The company-file username and password are separate from the MYOB account used to sign in and authorise HirePOS.

The exporter has a padlock button beside Refresh. It opens the MYOB Company File Sign-on Details prompt containing:

• Company File User Name, which defaults to Administrator; and

• Company File Password.

Many MYOB company files do not require a separate password. Leave the password blank unless your MYOB company file has one.

If the exporter opens successfully but MYOB later rejects requests as unauthorised, check these company-file credentials or relaunch the exporter and sign in again.

If secure.myob.com displays Something went wrong and we couldn't connect the app after you click Connect, see MYOB - "Something went wrong and we couldn't connect the app".

The company-file credentials available from the exporter padlock do not apply to that error because MYOB has not yet returned the connection to HirePOS.