Getting Connectwise Manage ready to integrate with MYOB : Innovent Support

The following settings must be configured in ConnectWise Manage 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 Manage, navigate to Setup > Setup Tables > Accounting Package. Configure the following settings:

Accounting Package Setup – Other
Export Invoices / Include Invoices – Yes
Export Expenses / Include Expenses– Yes
Transfer Expense as a Bill - Yes
Sales Tax Option / Include Sales Tax (GST) – 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
Set Zero Dollar Tax Amounts to 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