This article explains the export preferences for customer cards, supplier cards and items (products), where you will be able to control how they get exported into MYOB.


How to access this


  1. Open the Configuration menu.
  2. Open the Export Settings tab.
  3. Open the Cards and Items sub-tab.




Export Settings - Cards and Items




Card


Create MYOB Customer Card

If enabled, customer cards will be created in MYOB along with the invoices if they are not registered yet.

Update MYOB Customer Cards

If enabled, customer cards will be updated in MYOB when exporting invoices to reflect any changes made to the contact in Connectwise.

Create MYOB Supplier Cards

If enabled, supplier cards will be created in MYOB along with the purchases if they are not registered yet.

Update MYOB Supplier Cards

If enabled, supplier cards will be updated in MYOB when exporting purchases to reflect any changes made to the contact in Connectwise.

Supplier Card ID Prefix

Use this setting if companies in Connectwise are used as both: clients to invoice and suppliers to purchase. When exporting them into MYOB they need to be registered as different cards: one as a customer and another one as a supplier. Set up a prefix that will be used as part of the exported supplier Card ID so that it doesn’t conflict with the customer Card ID (which won’t use any prefix).

More info here.

Create MYOB Supplier Cards for Employees

If enabled, supplier cards will be created in MYOB for staff members along with the expenses if they are not registered yet.

Update MYOB Supplier Cards for Employees

If enabled, supplier cards will be updated in MYOB for staff members when exporting expenses to reflect any changes made to the contact in Connectwise.




Item


Create MYOB Items

If enabled, items will be created in MYOB along with the invoices or purchases if they are not registered yet.

Update MYOB Items

If enabled, items will be updated in MYOB when exporting invoices or purchases to reflect any changes made to the product in Connectwise.

Truncate if Card ID is too long

Customer and Supplier Card IDs have a maximum length of 15 characters in MYOB, although Connectwise supports a longer value. If a customer or supplier has an ID longer than 15 characters then the item will not be exported and an error message will be displayed for you to modify the company’s ID.

Enable this option if you want the integration software to export customers and suppliers with the ID truncated to 15 characters.




See also:

Back to the Export Settings Home


Other Export Settings

Export Settings - Transactions

Export Settings - Tax Preferences


Other links

Connection to Connectwise and MYOB