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    Home  >   FAQs   >  How do I configure MYOB Accounting on Vtiger CRM?
    FAQs in this section
    What is MYOB? What is MYOB Vtiger CRM integration? What are the benefits of MYOB integration with Vtiger CRM? What are the prerequisites for MYOB integration? How do I install MYOB Accounting? How do I configure MYOB Sync with Vtiger CRM? How do I sync MYOB data with Vtiger CRM? What is the MYOB-Sync Log? What are MYOB Items and Invoices Tax Management with Vtiger CRM? What is the MYOB and Vtiger CRM field mapping? What are MYOB Vtiger integration limitations? What modules are available for MYOB Accounting - Vtiger CRM integration? How do I install Tally in Vtiger CRM? How do I configure Tally in Vtiger CRM? How do I sync data between Tally and Vtiger CRM? What is the field mapping for Ledgers in Tally and Organizations in Vtiger? What is the field mapping for Stock Items in Tally to Products in Vtiger? What is the field mapping for Sales Vouchers in Tally and Invoices in Vtiger? What is the field mapping for sales orders in Tally Vtiger integration? What are the key enhancements made to the Tally and Vtiger integration? What are the limitations of Tally and Vtiger integration? What is the behavior of Tally and Vtiger integration? What is the QuickBooks integration with Vtiger CRM? How do I install QuickBooks? How do I configure and set up QuickBooks with Vtiger? How do I synchronize QuickBooks with Vtiger? How does field mapping work in QuickBooks - Vtiger integration?  What are the limitations of the Vtiger - Quickbooks sync process? Can I integrate Stripe with Vtiger CRM? How do I integrate my Stripe account with Vtiger CRM? How do I use the Stripe gateway in Vtiger What modules can I sync between MYOB and Vtiger CRM? How do I sync contacts between MYOB Contacts and Vtiger CRM Contacts? How do I sync MYOB Contacts to Vtiger CRM Organizations? How do I sync MYOB Invoices to Vtiger CRM Invoices? What is the field mapping for sales orders in the Tally and Vtiger integration? What is the Sub-Voucher type value from the Tally account mapped in the CRM? Can I sync the Bundle product type in Vtiger to the bundle in Quickbooks? What is Instamojo? What is the purpose of Instamojo integration with Vtiger CRM? What are the prerequisites for Instamojo integration with Vtiger CRM? What are the benefits of Instamojo integration with Vtiger CRM? How do I install the Payments module in Vtiger CRM? How do I configure Instamojo in Vtiger CRM? What are the options for creating a payment record in Vtiger CRM? What are the columns in Payment’s List View? What are the Summary View actions in the Payments record? What is the Send Link option in the Payments record? What is the Pay Now option in the Payments record? How do I export a Payment record? How do I print a Payment record? Can I delete a Payment record? Does Instamojo support all currencies?

    How do I configure MYOB Accounting on Vtiger CRM?

    Table of Contents
    Let us learn how to authenticate and configure MYOB Accounting on Vtiger CRM.
    Follow these steps to configure MYOB on Vtiger CRM:
    • Step 1: Setting up MYOB on Vtiger CRM modules
    • Step 2: Authenticating MYOB account
    • Step 3: Configuring MYOB settings on Vtiger CRM
    Note: You will be navigating between MYOB and Vtiger CRM screens for the above steps. We have considered the Contacts module as an example. You can go to any related module where you want to configure MYOB Accounting.

    Step 1: Setting up MYOB on Vtiger CRM modules
    1. Log into your CRM account.
    2. Click the Main Menu.
    3. Go to Contacts (Organizations or Products or Invoices).
    4. Click Sync. The Sync window will open.
    5. If MYOB was successfully installed, it would be visible in the Sync window.
      1. You can also see the Sync Log and Settings beside MYOB in this window.
        1. Clicking Sync Log directs you to the MYOB Sync Log page.
        2. Clicking Settings directs you to the MYOB settings page for the Contacts module.
      2. There are multiple ways to go to the Settings page. You can click Settings to go to the Settings page from here. Or, you can go to the Sync Log page > Settings to access the Settings page.
    6. Click Settings to configure MYOB accounting.
    Step 2: Authenticating MYOB account
    You will be directed to the MYOB Pre Sync Settings screen. Under Pre Sync Settings:
    • In the Sync Records From field, choose the time span you want to sync records from.
    • Enter the Company File.
    • Retrieve the Company File
    Follow these steps to retrieve and input the Company File:
    1. Login to your MYOB account.
    2. On the MYOB Home screen, copy the Company ID in the MYOB essential URL from the address bar as shown below. (to a Notepad or a document).
    3. Go back to Vtiger CRM Contacts Module>MYOB Pre Sync Settings page.
    4. Paste the Company ID in the Company File field on the MYOB Pre Sync Settings page.
    Step 3: Configuring MYOB settings on Vtiger CRM
    You will be directed to the MYOB Settings screen. 
    1. You need to enter or select the following information for configuring MYOB settings:
      1. System Settings
      2. Sync Settings
      3. Tax Sync Settings
      4. Inventory Accounts Sync Settings
      5. Organizations Sync Settings
      6. Contacts Sync Settings
      7. Products Sync Settings
      8. Invoices Sync Settings
    2. In the System Settings section, add or select the following information:
      1. Debug Mode - Lets you enable/disable storing synced data in Debug Log.
      2. Background Sync Frequency - Select the duration for Background Sync Frequency.
    3. In the Sync Settings section, add or select your:
      1. Default Sales Account 
      2. Default Purchase Account 
      3. Default Selling Tax 
      4. Default Buying Tax 
      5. Default Empty Tax 
      6. MYOB Contact Sale Layout 
      7. MYOB Contact Invoice Delivery 
    4. In the Tax Sync Settings section, select the following information:
      1. Sync Direction - You can choose the way you want to sync data in the following ways:
        1. Sync from Service to Vtiger - Sync from MYOB to Vtiger
        2. Sync from Vtiger to service - Sync from Vtiger to MYOB 
        3. Sync both ways - Sync from MYOB to Vtiger and Vtiger to MYOB
      2. Enable Tax Sync - Enable it if you want to sync data from MYOB for the Contacts module else, disable it.
    5. The Sync Direction settings, as illustrated above, remain the same for the Inventory Accounts Sync Settings, Organizations Sync Settings, Contacts Sync Settings, Products Sync Settings, and Invoices Sync Settings.
    6. Enable Inventory Accounts Sync, Organizations Sync, Contacts Sync, Products Sync, and Invoices Sync if you want to sync data from MYOB for the Services, Organizations, Contacts, Products, and Invoices modules else, disable them.
    The procedure of configuring MYOB Accounting for related Vtiger modules remains the same. 

     
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