MYOB Connect Invoices Settings

Who Can Use It?	Where Is It?
Administrator System Administrator	Connect > MYOB Connect > Settings > Invoices Connect > QuickBooks (Reckon Accounts Premier) Connect > Settings > Invoices

One of the following options must be selected, however it will depend on how you want the Invoice data to be displayed once it's imported to MYOB.

1. No Invoice ExportSelect this option if you want to run a sync, however you don't want the Invoices to sync to MYOB, you will sync all other data.

2. Export Invoice Headers onlyThe invoice will appear in MYOB as one line.  The Project Title will appear in the description field, and no sub project information will be displayed

3. Export Invoice Headers with lines grouped by tax -  MOST COMMONThis would be an option where you regularly use GST Free and GST applicable on the one invoice, so breaking the invoice into the relevant tax codes in MYOB.

4. Export Invoice with Sub ProjectsEven if you have only have the one income account code, each sub project on the invoice can be detailed in the description in MYOB - even if it’s a zero claim sub project this invoice. view example 

Once you have your breakdown level selected, you now need to choose which account code the data should be allocated to, select New Segment then one of the following:

1. Fixed ValueEach invoice will detail sub projects as a one liner in the description in MYOB, however all are allocated to the one income code.

2. Attribute (Contact)An income account can be stored within the Contact Attribute in Synergy, assigned to a Contact and then used to allocate the invoice to.  Again this will break down the sub project detail, however only to the one income code per whole invoice. Locate Attach_Attributes to find out more.

3. Attribute (Project)Using the Attribute, firstly we assign an attribute to the project.  Within Default Data we store the income code.  So this example again can only post the whole invoice to one income code, though you do see the sub project detail in MYOB.

4. DisciplineIf income account codes have been allocated to the disciplines select the option discipline from the drop down list.  Each invoice will be split over the relevant income account codes according to the code attached to the discipline.

5. Cost CentreIf income account codes have been allocated to the cost centres select the option cost centre from the drop down list.  Each invoice will be split over the relevant income account codes according to the code attached to the cost centre.   view example

Invoice 95 has work for Engineering services and Architectural services. The project has been setup with 2 sub projects with the disciplines Eng and Arch attached. In MYOB there is also 2 different account codes for the 2 services, so I want the Invoice amounts to be allocated to the appropriate codes.  

	Single account code	Can split invoice/expense to multiple account code
Project attribute
Contact attribute
Staff attribute
Contact
Discipline
Cost Centre
Expense Type
Fixed Value