Configuration

Detailed explanation of all export settings and preferences

Document status for exported sales and purchases: invoice, bill, quote, order
A sale can be exported as: An Invoice. A Sales Order. A Quote (not available in MYOB Live) A purchase can be exported as: A Bill A ...
Tue, 13 Jul, 2021 at 12:09 PM
Exported Company Information: Customer and Supplier Cards
The company information of the client associated with every sale invoice you export from Connectwise gets exported into MYOB as a Customer Card. And those...
Thu, 11 Nov, 2021 at 12:21 PM
Exporting item invoices that include timesheets and other non inventory items
This article applies only when exporting sales using the Item layout and when some of the invoice details are for non-inventory items such as labour, do...
Tue, 13 Jul, 2021 at 12:18 PM
MYOB Mapping - MYOB Supplier Card for Staff Members
  MYOB Supplier Card for Staff Members ConnectWise Integration for MYOB uses the following information from ConnectWise Manage Company Screen to cre...
Thu, 11 Nov, 2021 at 12:22 PM
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...
Tue, 19 Jul, 2022 at 6:15 PM
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 abo...
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...
Thu, 11 Nov, 2021 at 12:24 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. MYOB Purc...
Wed, 19 Oct, 2022 at 1:12 PM