MYOB Connect Errors

The ODBC is installed at the very end of the MYOB installation, though may conflict with a prior version of MYOB ODBC.  

1. Uninstall MYOB. Uninstall previous ODBC drivers listed in Add/Remove programs. Reinstall MYOB.   

2. Check the ODBC has been installed within Add/Remove programs. If it's not, go to Start > All Programs > MYOB > Install MYOB ODBC Direct v10 AUS. 

If so you need to create a second shortcut for Synergy to launch a 64 bit compatible Synergy application: 

This change is ONLY required if:

• the PC has a 64bit operating system AND

• the PC is used to run Synergy Connect.

1. Open Synergy MYOB Connect.

2. Select Settings.

3. Select the correct version from the drop down list.

4. Save.

Review the list of recommended ODBC drivers for MYOB.

If this is the first time you've used Connect on this machine, check to see if a pop up box has appeared in the background. Click Allow. 

OR

Check the settings, ensure the data file path and executable path are correct. Check the version of MYOB on the PC is the same as the version in the Connect settings. 

Check the MYOB Data File and MYOB Executable paths are correct. It is best to browse to these locations instead of typing. 

When using Windows 8 on a PC, the SynergyX86 shortcut need to be run in Administrator mode.

Learn how to complete this task in the using MYOB Connect and Windows 8 topic.

The most likely cause for this, is you've upgraded MYOB and not returned to the Synergy Connect Settings to make necessary changes to sync to your upgraded MYOB datafile which is most likely residing in a new location.

1. Within Synergy open Connect > MYOB Connect > Settings.

2. On the General tab check the Version matches your current MYOB version.

3. On the MYOB Connection tab, ensure the data file path is where your current MYOB data file resides and that the MYOB Executable also matches your current MYOB version.

Locate MYOB Connect settings to find out more.

A combination of issues.  

• There may be a user still logged into MYOB, as you should be running the sync in Single user mode.  

• Ensure there are no users currently connected to MYOB when running the sync.  

• Also that you may have a transaction dated outside your locked period.

• Exclude any transactions from the sync that are dated prior to your locked period in MYOB.  

• It may also be due to timing out issues connecting the PC to the server.  

• It may also be that another person attempted to open the MYOB data file whilst you were running the sync.

• Check that the relevant account codes have been assigned. For example if you've set Expenses to sync using Expense Types, ensure that the relevant expense codes have been setup against the expense types. 

Expense type account code setup

Discipline account code setup

Cost Centre account code setup

When an invoice is created in Synergy it is linked to a Contact record. When payments attempt to sync it will search for the Contact name attached to the invoice when the invoice was first created. If the contact name is changed in MYOB or Synergy the payment cannot transfer.  

Change the name in MYOB and Synergy to match exactly the contact name associated with the original invoice.  

1. To find this, double click the Invoice (don't open in word) from the invoices tab within the project. The name displayed here should be matched in both systems.   

2. Run the sync and the payment will go across.  

Locate Card ID's to learn more.

Ensure your system date in Regional settings is set to dd/mm/yyyy and all regions are Australia not United States.

Locate Common Support > U.S Date Settings to learn more.

The payment types in MYOB are set to a standard list.

1. In MYOB go to Lists > Sales and Purchases information  > Payment methods.

2. Check that the payment method on the left is attached to the relevant Method type on the right.

There is no function to remove invoices or credits from MYOB.

If categories have been switched on in MYOB, there may be a setting within MYOB that will prompt the user that a category must be selected when manually adding all records such as Invoices in MYOB. It is fine to continue to use categories, however need to be set to optional within MYOB: 

1. Within MYOB go to Setup > Preferences.

2. Within the System tab set the option "Turn on Category Tracking" to Not required on all transactions.

3. This will still allow categories to be tracked, though during the import of invoices will not require this field to be attached.

Each invoice needs to be allocated to an account in MYOB. So depending on your selection within the Synergy Connect settings, the account may exist in MYOB, though has not been specified within Synergy. 

Locate MYOB Connect setting > invoices to learn more.

1. Within Synergy go to Connect > MYOB Connect > Settings.

2. Select the invoices tab.

3. The project/sub project account settings are displayed on the lower half of the screen. Work through the following to troubleshoot possible causes: 

• If your account segment is set to Fixed value: Ensure the code includes the dash i.e. 4-1000.
• If your account segment is set to Attribute: Go to Default Data > select Attributes > double click the attribute. Open the specified attribute group in your account segment settings. Check there is an Account name (number) allocated against each attribute item on the lower half of the screen.    
• If your account segment is set to Discipline: Go to Default Data > select Sub Project Discipline. Each Discipline here must have an Account Code allocated to it. 
• If your account segment is set to Cost centre: Go to Default Data > select Sub Project Cost Centre. Each Cost Centre here must have an Account Code allocated to it. 

With the above options there is also an option to supply an "alternate".

Ensure your system dates in Regional settings are set to dd/mm/yyyy and all regions are Australia not United States.

Locate Common Support > U.S Date Settings to learn more.

Tax accounts must have a linked account for Tax collected and Tax paid.

1. Within MYOB go to Lists > Tax Codes.  

2. Double click the GST or FRE tax code as reflected in your Sub project tax setting. Set an account against GST Collected and GST Paid.   

3. Please check with your bookkeeper/accountant for more information.

The following may cause this error:

MYOB has a setting that won't allow duplicate invoice numbers. If credits are set to be the same number as the original invoice number, the credit will be a duplicate invoice number. 

There's 2 options here:

1. change the Synergy Office settings so that the invoice and credit note numbers are not the same OR

2. change the setting in MYOB so that it will accept duplicates. This can be changed in MYOB Setup > Preferences > Sales tab. Uncheck the option for "Warn for Duplicate Invoice". 

Locate Office settings > Invoicing to learn more.

Setting in MYOB displays Accounts by name instead of number.

1. Open MYOB.

2. Go to Setup > Preferences.

3. Select Windows tab.

4. Uncheck the option Select and Display Account Name, not Account Number.

This warning message occurs if you have raised a $0 (zero dollar) invoice for a project, and then later selected to cancel the invoice. When you cancel the invoice the system creates a $0 credit note. As MYOB AccountRight cannot accept the $0 credit note, the item is blocked from being included in the sync.

This warning message will be shown only once, in the first sync to MYOB AccountRight after the $0 credit note is created.

If you require the credit note information to be in MYOB AccountRight, the data will need to be manually entered and applied to the original $0 Invoice.

One of the following options can be used or a combination of, if this occurs in multiple instances.

1. Use Card ID's.

2. Change the name of the supplier card slightly to make it different from the Client card in MYOB - even a full stop will do - though if you don't want to do this, use Card ID's.

3. Combine the duplicate customer cards within MYOB.

Locate Card ID's to learn more.