The following settings must be configured in ConnectWise PSA to allow ConnectWise Integration for MYOB to receive transactions in the required format. If these settings are not configured correctly ConnectWise Integration for MYOB will fail when attempting to export to MYOB.

You need to follow these steps only once.

 

Settings - Accounting Package


In ConnectWise PSA, navigate to Setup > Setup Tables > Accounting Package. Configure the following settings:

  • Accounting Package Setup – Other
  • Export Invoices – Yes
  • Export Expenses – Yes
  • Sales Tax Option – Yes
  • Export Procurement Items – Yes (this option will only be available if you have the Inventory feature enabled)
  • Inventory SOH Option – Yes
  • Suppress Memo Entry? – No
  • COGS Option – Yes
  • Sync Payment Info from Accounting Package  N/A
  • Include COGS and Inventory Account for Drop Ship items?  N/A
  • Zero Dollar Tax Amounts Are Non-Taxable  Yes
  • Number of Segments – 3
  • Segment 1 Caption – Account
  • Segment 1 Type – Account
  • Segment 2 Caption – Job Number
  • Segment 2 Type – Account
  • Segment 3 Caption – Non-Product ID
  • Segment 3 Type – Class