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OnboardMe + MYOB Business
Customers are created from onboarding, invoices are pushed on acceptance, and payments and settlements are posted so your MYOB file stays reconciled.
What syncs
What moves between OnboardMe and MYOB Business.
Clients ⇄ both ways
Customers linked, created and updated from your clients.
Invoices ⇄ both ways
Invoices pushed on acceptance and per bill. Unpaid invoices come in for debtor management.
Payments ⇄ both ways
Payments, surcharges and settlements posted via a clearing account. Payments made in MYOB come back.
How it works
How OnboardMe works with MYOB Business.
Step 1
Connect MYOB
Sign in to MYOB and choose your company file.
Step 2
Map accounts
Choose revenue accounts, tax codes and payment accounts.
Step 3
Bill and get paid
Invoices are created on acceptance and marked paid when payment is collected.
Setup
Getting connected
Connect by signing in to MYOB and choosing your company file.
- Pull customers, revenue accounts and tax codes on demand.
- Map revenue accounts, tax codes and payment accounts.
- Bill edits update the MYOB invoice until it’s paid.
Related
More in Accounting.
Xero Accounting
Contacts, invoices and payments in Xero without re-keying, reconciled automatically.
QuickBooks
Two-way customer sync, invoices created automatically and payments reconciled.
FreeAgent
Sync contacts, projects and invoices from OnboardMe to FreeAgent.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
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