Idealpos can interface to MYOB Accounting Software, providing a direct transfer of reconciled sales, payments and supplier invoices to MYOB. General Ledger accounts in MYOB are linked to Sale & Purchase Categories in Idealpos, along with other POS Functions. Sales and banking figures from each POS terminal are consolidated in the ‘End Sale Period’ function by performing an ‘End of Shift’ at each POS terminal. Once the banking figures are reconciled, the consolidated sales and banking totals are then sent directly to MYOB. Supplier Invoices are also sent to MYOB.
We strongly recommend that you seek professional advice from your Accountant or Bookkeeper before using this module. Linking the wrong General Ledger Accounts in Idealpos can result in data being transferred incorrectly.
If you’ve already got MYOB installed on your system and you are upgrading to a new version of MYOB, please ensure that you upgrade to the same edition (e.g. PC Edition or Server Edition) as what is already installed. Upgrading a Server edition to a PC edition or vice versa may result in a communication error when Idealpos tries to communicate with the MYOB API.
Our MYOB Accounting Interface has been designed so that you do not have to re-create your selling or inventory items in MYOB. Instead, Idealpos transfers sales and purchase data to MYOB in Categories. This interface does not support the transfer of individual stock items to MYOB; therefore ‘Cost of Sales’ journals for sale transactions are not sent to MYOB.
You can check if your software is licensed for MYOB by checking the product options in your licence gateway. If you are using the Head Office and Site Management Licenses, you will be required to have an “MYOB” for each Site.
Select ‘Online Licence’ mode, enter your Username and Password and ‘Connect’.
Idealpos can also interface with the following version of MYOB Accounting Software via an API:
Connection Settings for Idealpos MYOB API
GST Accounting Basis – Cash or Accrual MYOB
Global Debtor Export for Cash Based Accounting MYOB
How to enable the Global Debtor Export for Cash-Based Accounting
Performing a Sale on a Customer Account
Tender Types with MYOB Accounting Interface
Sales Categories with MYOB Accounting Interface
Purchase Categories with MYOB Accounting Interface
Other POS Functions for MYOB Accounting Interface
Reconciled Sales and Takings Report Idealpos
Explanation of Account Sales with ‘Accrual’ GST Accounting Basis
Explanation of Account Sales with ‘Cash’ GST Cash Basis MYOB
Explanation of Account Adjustments MYOB