Once you have downloaded and run the HarvestMyobIntegrationSetup.exe file, the installation process will begin.
You will then be prompted to choose a folder to which the software will be installed. Our recommendation is to leave this setting as is.
Click "Next" to continue.
You will then be prompted to choose a Start Menu Folder to which the software will be installed. Our recommendation is to leave this setting as is.
As soon as you're done, click "Next" to continue.
Then, you'll be prompted with this dialog screen which will give you the option to create a Desktop shortcut. Our recommendation is to tick the box as shown:
Click "Next".
Lastly you will see a "Ready to Install" dialog, which will review your installation settings with you. It should look similar (if not exactly) like this:
Click "Install" to start the installation process.
You will see an installation dialogue installing all the necessary files, and at the end of the installation process you will see the following dialog screen:
Our recommendation is to leave the "Launch Harvest-MYOB Integration" option un-ticked.
Our recommendation is to launch it after you have completed the steps in the section below titled "Running the application as an Administrator".
Click Finish to complete the installation.
You should then be able to launch the application using the application's icon which should now be located in one of 2 places:
- Your desktop.
- In your program files menu. Click Start --> All Programs --> Innovent Business Solutions --> Harvest MYOB Integration
Running the application as an Administrator
It's important to note that this application must run with Administrative priviledges, or else the connection to MYOB via the ODBC Driver will fail.
So we recommend setting making a slight change to this desktop shortcut as follows:'
1. Right-click on the shortcut and select properties like so:
2. In the dialog screen that follows, click on the "Compatibility" tab, and make sure that the "Run this program as an administrator" checkbox (in the "Privilege Level" section) is ticked as shown below:
3. Click "Apply" and then "OK" to complete the process.
Double-click on the desktop shortcut to launch the application.
Note: Now that the application is set to run as an Administrator, you may be prompted with this message, particularly if you're running this application on Windows Vista, Windows 7 or higher:
Simply click "Yes" to this message, and the application will launch.
Once you launch the application, a splash screen will load the application and displaying the current version.
A few moments later you will see the Configuration Screen.
In the "Connection Settings" tab, you'll need to enter your login credentials for Harvest and MYOB.
In the "Export Settings" tab, you'll need to ensure that all the configuration fields are set according to your Integration needs.
For more information on the Configuration Screen usage please refer to this section.
Once you're done with entering all the required configuration settings, click "Save" to save your changes.
You will then be taken to the application's main screen from where you will be able to export Invoices found in your Harvest account in to your MYOB file.