Prepare to sync to MYOB AccountRight

Before you start syncing information between Synergy and MYOB AccountRight using MYOB Connect, some changes may need to be made first.

Tip: Not seeing the Connect module? Contact Total Synergy Support to request this to be added to your Synergy licence.

Jobs

If you have chosen to link an invoice to an existing project number within MYOB AccountRight, it will need to resemble the same number as setup in Synergy.

ClosedExample

MYOB AccountRight = 2018021 / the new number in Synergy is 20180021.  The only way to successfully sync new Synergy invoices to the existing job number in MYOB AccountRight is for them to be identical.

ClosedChange Jobs in MYOB AccountRight
  1. Go to the Job register in MYOB AccountRight.  Does the number contain the full 8 digit number Synergy has. 
  2. Renumber MYOB AccountRight so they match Synergy when new invoices are carried over.

Tips:

Card Files

A Contact within Synergy will need to be spelled exactly the same in MYOB AccountRight (or vice versa) to enable correct allocation of invoices. 

ClosedExample 1

MYOB AccountRight = Total Synergy & Synergy = Total Synergy Pty Ltd

In this case a new card file will be created and the invoice allocated to the new card file.  Which is not what you want. 

Action

  1. The name should be changed in MYOB AccountRight or Synergy first.
  2. Card Files in MYOB AccountRightcannot have duplicate card files - either in Customer OR Supplier
ClosedExample 2

MYOB has ACME Constructions setup as a Customer and Supplier.  When the sync occurs the MYOB AccountRight cannot distinguish between one or the other, so doesn't know where to allocate the invoice.

Action

  1. Change the Supplier card file in MYOB AccountRight so it is different from the Customer record.

Alternate Action

  1. In the event you have 2 Customer card files spelled exactly the same or even similar for that matter.  MYOB AccountRight have a nice feature called Combine Cards.  This function will merge the 2 customers, sales history, payments, notes etc with one overall record.
  2. If you are not wanting to change any of the information in either system, a card ID can be allocated to the card file in MYOB AccountRight.  The same number/ID is then allocated against the same Contact in Synergy (even if spelt completely different).  This will ensure correct allocation of invoices. 

Tip: Any card file not already in MYOB AccountRight will be added when the invoice is imported.

Invoice Numbers

In order for payments to sync back to Synergy or vice versa, the invoice number would also need to be the same as what’s in Synergy.  If they are not the same, the payment will not be imported to Synergy and an error will appear in the Synergy Connect log.

Want to learn more?

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