Configuration

Detailed explanation of all export settings and preferences

MYOB Jobs
This article explains how to map a Job Number for invoices, expenses and purchases. Jobs in MYOB are a form of categorisation of transaction...
Fri, 20 Aug, 2021 at 11:01 AM
MYOB Mapping - MYOB Item
  MYOB Item ConnectWise Integration for MYOB uses the following information from Connectwise's to create or update Item records in MYOB. Fields ab...
Tue, 13 Jul, 2021 at 12:26 PM
Payment Terms
Use this option to properly export the billing terms of an invoice into MYOB and get the Due Date calculated correctly. The Billing Term is selected i...
Tue, 13 Jul, 2021 at 12:29 PM
MYOB Mapping - MYOB Sales
  MYOB Sales ConnectWise Integration for MYOB uses the following information from ConnectWise to create or update sales in MYOB. MYOB Sales Sou...
Tue, 13 Jul, 2021 at 12:30 PM
MYOB Categories
This article explains how to map a Category for invoices, expenses and purchases. The category is a field with options available in a dropdown ...
Tue, 13 Jul, 2021 at 1:17 PM
MYOB Mapping - MYOB Purchases
  MYOB Purchases ConnectWise Integration for MYOB uses the following information from ConnectWise to create or update purchases in MYOB. ...
Mon, 9 Apr, 2018 at 3:17 PM
Level of detail in invoice descriptions
The description that goes in each invoice or purchase detail line is controlled by Connectwise and cannot be manually edited or mapped. The description...
Tue, 13 Jul, 2021 at 1:19 PM
Search Previous Exports
NOTE:   Integration tool for MYOB LIve only Description: Invoice Number Look up checks imported Invoices number from ConnectWise and checks to see if t...
Tue, 13 Jul, 2021 at 1:30 PM
Working with multiple MYOB files
Setting up your different MYOB company files If you run multiple businesses/branches and maintain separate MYOB company files for each one of them...
Tue, 13 Jul, 2021 at 1:26 PM