You are now ready to connect Idealpos to your MYOB company file.
In Idealpos, go to Setup > Global Options > Accounting.
Select the Accounting Package > enter the path of the company file and Executable file Location > Enter the User Name and Password of the MYOB company file.
You can enter a ‘Resend to Accounting Password’ which is used when you have already sent data to MYOB and would like to resend them because of one reason or another. Without a password set, Idealpos will warn you that the data has already been sent; however it will allow you to resend the data but will not check if the data already exists in MYOB.
To test the connection, press ‘Get Accounts’. If the connection is successful, a list of the GL Accounts will be visible. At this time, Idealpos will detect if the GST Accounting Basis is set to ‘Cash or Accrual’ when retrieving Accounts from MYOB.
If your MYOB Company file has not been activated to use the MYOB Add-on Solution for ODBC Access, Idealpos will fail to connect.
‘Drag and Drop’ the GL Account Codes into the empty boxes on the left. Alternatively, type the GL codes into the empty boxes.
The ‘Print’ button on the right hand side will print a list of accounts. We recommend you print the GL accounts that are linked to the POS functions to send to your Accountant or Bookkeeper for professional advice on choosing the correct accounts.
