MYOB AccountRight Export

Setup required before use	Who Can Use It?	Where Is It?
Settings Prepare MYOB before sync	Administrator System Administrator	Connect > MYOB Export

1. Select Run.
2. The preview window may appear.
3. Save.
4. Review the results screen for any warnings or records skipped.
5. The text files have been created and are ready for import to MYOB AccountRight.
6. Open MYOB AccountRight.
7. Import Jobs. Refer information below. Review the MYOB results window. 
8. Import Cards. Refer information below. Review the MYOB results window. 
9. Import Sales. Refer information below. Review the MYOB results window. 

	Click the Run button to start the batch process.
	Preview a list of the records that will be exported
	Opens the export directory where the files will be created
	Set what data is to be exported and your MYOB AccountRight income code more...
	Reset an export file that can then be re-exported again

The files can be found in Synergy\Export - located on your Synergy file server.  Check Office Settings if you're not sure where that is. 

1. Check against each record for any errors.
2. Errors should be resolved before the export is saved.

1. Open MYOB AccountRight.
2. Select File menu > Import Data > Jobs.  The following window will appear.  Ensure these same options have been selected:
   
3. Click Continue > Browse to the Synergy directory on the server, open the Export folder.  Here will be a 100000000 MYOB Jobs.txt select this. NOTE the next time you create a batch from Synergy, the file will be named 100000001 MYOB Jobs.txt and so on.
4. Select Open > An Import Data screen will appear displaying fields that can be matched from the Synergy text file and the MYOB AccountRight fields.
5. Select Match All.
   
6. Then Import.  The following message will prompt. Review the MYOB results window. 
   
   

1. Open MYOB AccountRight.
2. Select File menu > Import Data > Cards > Customer Cards.  The following screen will appear, ensure these settings are selected:

   

3. Click Continue > Browse to the Synergy directory on the server, open the Export folder.  Here will be a 100000000 MYOB Cards.txt select this. NOTE the next time you create a batch from Synergy, the file will be named 100000001 MYOB Cards.txt and so on.
4. Select Open > An Import Data screen will appear displaying fields that can be matched from the Synergy text file and the MYOB AccountRight fields.
5. Select Match All.

   

6. Then Import.  A message will appear stating the status of the import. If records are skipped or imported with warnings, review the MYOB results window.

1. Open MYOB AccountRight.
2. Select File menu > Import Data > Jobs.  The following window will appear.  Ensure these same options have been selected:

   

3. Click Continue > Browse to the Synergy directory on the server, open the Export folder.  Here will be a 100000000 MYOB Sales.txt select this. NOTE the next time you create a batch from Synergy, the file will be named 100000001 MYOB Sales.txt and so on.
4. Select Open > An Import Data screen will appear displaying fields that can be matched from the Synergy text file and the MYOB AccountRight fields.
5. Select Match All.

   

6. Then Import.
7. A message will appear stating the status of the import. If errors occur, review the MYOB results window.

1. Go to the Invoices tab within a project.
2. Select the screen filter and select All Invoices.
3. Highlight the invoice number that was written off.
4. Select Undo Write Off.
5. Run the Sync to MYOB AccountRight.

Invoice 00000001 was raised for $5,600 and $5,000 was paid by the client. The client was not going to pay the $600 balance and a decision was made to write off the balance. The credit was applied to invoice 00000001 in MYOB AccountRight therefore making the balance $0. Now the client has paid the balance of $600, so we need to set the invoice balance to $600 so the payment can be applied. Creating a new invoice for $600 is not the way to go about it, as this would increase your income earned which is incorrect.     

1. Drill into SJ000005 and delete the transaction that applied the credit to the invoice. This is the original credit applied to the invoice balance. 

SJ000005 represents the write off that was applied to the invoice balance

2. The invoice balance will now be $600.
3. What you'll be left with is 2 invoices - C0000001 ($600) and C0000002 $600. We want to apply Invoice C0000001 to invoice C0000002. 
4. Open the Sales Register. Select Returns and Credits. 
5. Highlight C0000001 and select Apply to Sale.
6. Enter a date and apply the Credit Amount to C0000002. You will notice at this point the original invoice 00000001 is also outstanding and as it should be. 
7. Payment can be made to Invoice 00000001.

The above instructions will also apply when reversing a Credit.