The FYI Practice Sync app allows you to connect and manage the synchronisation between FYI and MYOB, either the Accountants Enterprise (AE) or MYOB AO version.
This integration is available to FYI users in Australia and New Zealand.
For more information on MYOB refer to MYOB Accountants Enterprise or MYOB AO.
Note: Xero Tax cannot be connected when using Practice Sync.
This article contains the following sections:
- Obtain the Install Guide
- Enable the Practice Sync MYOB AE/AO Integration
- Configuring the MYOB Sync Settings
- View Synchronisation History
Obtain the Install Guide
Before proceeding with the integration, we recommend you contact your FYI consultant to obtain a copy of the Install Guide.
This guide, and your FYI consultant, will provide you with the essential information required during the configuration.
Click here to contact FYI.
Enable the Practice Sync MYOB AE/AO Integration
Once you have spoken to an FYI consultant and have reviewed the Install Guide, you can proceed with integrating FYI with MYOB.
Step 1 - Download the Practice Sync App
- In FYI, click the Automation menu option
- Click the Apps tab
- Locate the Practice Sync MYOB AE/AO tab and click the Settings cog icon
- Click Download Sync App; the file will download and the options will be displayed in the browser.
Step 2 - Select your Preferred Practice Management Sync Source
Once you have prompted the download of the Practice Sync app, you will need to select MYOB as your preferred Practice Management Sync Source so that FYI can synchronise your data.
- In FYI, click the Automation menu option
- Click the Apps tab
- Locate the Practice Management Sync app tile and click the Settings cog icon
- In the Practice Manager drop-down, select MYOB AE/AO
- Click Save
Follow the instructions below to install the Desktop App, and return to the Practice Sync MYOB AE/AO app to configure the settings.
Step 3 - Install the Practice Sync Desktop App
- Run the downloaded setup file
- The Practice Sync app will start automatically.
- Select the Database Type of "MYOB"
- Enter the settings as confirmed by your IT team.
- Click Test Connection to confirm you can connect to FYI.
- Click Save to save the settings and begin your initial synchronisation.
Configuring the MYOB Sync Settings
Within FYI you can manage your synchronisation settings for MYOB to suit your business requirements.
Field Sync Options
The Practice Sync options give you the ability to control which fields are synchronised.
To disable an option, click the toggle to switch the option off. Any previously synchronised data will be removed during the next sync.
Incremental Sync
Enable the Incremental Sync to perform a full bulk synchronisation for the first initial synchronisation. From that point, only changes to active clients will be synchronised.
To perform a bulk synchronisation each time, leave this option disabled.
Change Synchronisation Frequency
By default, the synchronisation frequency is set to 15 minutes. This can be adjusted by clicking the drop-down and selecting one of the options up to 120 minutes (2 hours).
Company Field Information
These fields allow for custom information to be used during the integration. You will be able to enter:
- Company Number
- Business Number
- Tax Number
- Home Address
- Business Address
Click the field to enter the details and click the Tick icon to save the changes, or X to cancel.
To update existing details click into the field and change the value, then press the Tick icon to save the changes (or X to cancel).
To delete the value entirely, highlight the value, press the Delete button on your keyboard and click the Tick icon to save the changes.
Flush Cache
Click the "Flush Cache" button to ensure the cache is flushed during the next synchronisation. A message will briefly display to confirm your request, and the "Flush Cache" button will be inactive until the cache flush has been completed.
View Synchronisation History
The Practice Sync MYOB AE/AO settings in FYI display the date the app was connected and the date of the last synchronisation.
Updates will be added to the Practice Activity log when sync options are toggled on/off, an error is recorded, or when a sync has been completed e.g. Clients: 34 Synced. Refer to the Practice Activity article for more information.
Click the line in Practice Activity to view detailed information in the drawer.
To receive a notification when there has been an update with a status of "Action Required" or "Failure", FYI offers a Practice Activity Alert custom automation process. Refer to Practice Activity Alert for step-by-step instructions.