Before You Begin:
Before connecting MYOB, ensure:
- You can access the MYOB organisation you want to connect
- You have sufficient permissions within MYOB to authorise integrations
- Your BCB account has been created and onboarded
Connect MYOB:
Step 1. Open the Integration Centre
Navigate to: Setup -> Integration Centre
Step 2: Select MYOB
Locate the MYOB Integration card and select Connect
Step 3: Sign into MYOB
You will be redirected to MYOB. Log in using the account connected to the organisation you wish to use
Step 4: Select your Organisation
If your MYOB account can access multiple organisations, choose the organisation you'd like to connect.
Step 5: Grant Access
Review the permissions requested and authorise the connection.
Once approved, you'll be returned to BCB.
Running Your First Sync
Once MYOB has been connected:
1. Open the Integration Centre
2. Locate MYOB
3. Select Sync Now
The first sync may take longer than future syncs as BCB imports your accounting information for the first time.
What Happens After Syncing?
After syncing completes, your MYOB information becomes available throughout BCB.
Depending on your data, you may see:
- Accounts appear in Accounts & Balances
- Categories become available in Categories
- Transactions flow into Cashflow
- Contacts become available for forecasting and planning
What You'll See in BCB
Once your MYOB data has been synced successfully, information from MYOB will begin appearing throughout the platform.
Depending on the information available within your MYOB organisation, you may see:
Accounts & Balances
Imported account information can contribute to your Accounts & Balances view.
Categories
Categories from MYOB become available throughout BCB and can be used in forecasting and reporting.
Transactions
Transactions imported from MYOB can contribute to forecasting and cashflow visibility.
Cashflow Forecast
Imported accounting information helps build your baseline forecast and provides the foundation for future planning.