Practice Sync Integration with MYOB AE/AO (Australia and New Zealand)

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.

Enable the Practice Sync MYOB AE/AO Integration

Step 1 - Download the FYI Sync Desktop App

  1. In FYI, click the Automation menu option
  2. Click the Apps tab
  3. Locate the Practice Sync MYOB AE/AO tab and click the Settings cog icon

    2635_Automation_Apps_Practice_Sync_MYOB.gif

  4. Click Download Sync App; the file will download and the options will be displayed in the browser.

    2636_Automation_Apps_Practice_Sync_MYOB_Settings.gif

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.

  1. In FYI, click the Automation menu option
  2. Click the Apps tab
  3. Locate the Practice Management Sync app tile and click the Settings cog icon

    2738_Automation_App_Practice_Management_Sync_tile.gif
  4. In the Practice Manager drop-down, select MYOB AE/AO

    2741_Automation_App_Practice_Management_Sync_settings_MYOB.gif
  5. Click Save

Follow the instructions below to install the FYI Sync Desktop App, and return to the Practice Sync MYOB AE/AO app to configure the settings. 

Step 3 - Install the FYI Sync Desktop App

The FYI Practice Sync desktop app is installed locally on your server/computer and used to integrate MYOB with FYI. An FYI Admin account is required as part of this process.

For detailed instructions refer to the article Installing the FYI Practice Sync desktop app.

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Once installed and connected, return to this article to configure the remaining settings for the MYOB integration.

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.

2638_Automation_Apss_Practice_Sync_MYOB_Settings_Toggle_Off.gif

Incremental Sync

Disabled by default, this setting controls whether the synchronisation performs a full synchronisation, or when enabled, only changes made since the last synchronisation.

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). 

Field Mapping

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
  • Accountant Responsibility

Click the field to enter enter the name of the field in FYI and click the Tick icon to save the changes, or X to cancel.

To update existing details click into the field, make the changes 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.
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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.

2631_Automation_Apps_Practice_Sync_CCH_Settings_Connection_Date.gif

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.

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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.

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