How to Integrate MYOB AccountRight and Essentials- first time setup, Sync Settings

How to Integrate MYOB AccountRight and Essentials- first time setup, Sync Settings

If you want to know how to connect MYOB AccountRight or Essentials to Hike, you’re in the right place.Hike enables you to integrate with MYOB AccountRight or Essentials to manage inventory, customers, suppliers and purchase orders.

INTEGRATIONS

Having already activated your MYOB AccountRight or Essentials account, you will find the MANAGE button to the right.

Click on the MANAGE button to reveal the drop-down list. Choose Sync settings from the list to proceed.


SYNC SETTINGS

This section exists to match all the settings in Hike to all the settings in MYOB AccountRight or Essentials. If this is not done correctly, your activity may not properly be recorded when synced between Hike or MYOB AccountRight or Essentials.

Let's go through the sections, explaining the relevant fields, starting at the top of the page:


MYOB AccountRight SETTINGS

  • Hike outlet for inventory sync

    Hike syncs all sales from one outlet only to MYOB AccountRight or Essentials; choose your outlet to sync inventory product
  • Purchase account code for inventory product

    Choose the corresponding MYOB AccountRight or Essentials account from the drop-down list
  • Sales account code for inventory product

    Choose the corresponding MYOB AccountRight or Essentials account from the drop-down list
  • Inventory asset account

    Choose the corresponding MYOB AccountRight or Essentials account from the drop-down list

NON INVENTORY PRODUCT

  • Purchase account code for non-inventory product

    Choose the corresponding MYOB AccountRight or Essentials account from the drop-down list
  • Sales account code for non-inventory product

    Choose the corresponding MYOB AccountRight or Essentials account from the drop-down list

INVOICE SETTINGS

Please select how you'd like to sync your sale transactions. There are two ways you can send sales transactions from Hike to your accounting software:

  1. Send individual transactions as invoices with all line items
    • Tick the Detail each invoice button
  2. Send receipt totals only when you close your register. The second option is not suggested if you are tracking inventory movement for your products
    • Tick the Send a summary by account button

ALMOST THERE, ONE-THIRD THROUGH!

  • Just a few more sections to go through!


TAX MAPPING

  • Hike tax

    Lists the taxes you have created in Hike
  • MYOB AccountRight sales tax

    Choose the corresponding MYOB AccountRight or Essentials account from the drop-down list
  • Purchase tax mapping

    Choose the corresponding MYOB AccountRight or Essentials account from the drop-down list

PAYMENT MAPPING

  • Hike payment option

    Lists the Payment names you have in Payment > Payment Types section, used to complete transactions
  • MYOB AccountRight payment option

    Choose the corresponding MYOB AccountRight or Essentials account from the drop-down list

ALMOST THERE, TWO-THIRDS THROUGH!

You're nearly at the end!


SYNC SETTINGS

Use this table to control how your data is sent to and from Hike

  • Sync type

    The type of data being synced
  • 2-way

    Tick this box if you want data sent to and from Hike and MYOB AccountRight or Essentials
  • Hike - MYOB

    Tick this box if you want data only sent from Hike to MYOB AccountRight or Essentials
  • MYOB - Hike

    Tick this box if you want data only sent from MYOB AccountRight or Essentials to Hike

INVOICE SETTINGS

MYOB will generate its own reference number for every one synced from Hike. Therefore, Hike will enter the invoice number in Hike into either of the two fields, comment and customer purchase order number, as a reference. Please choose it as per your requirements.

SAVE

If the SAVE button is lightly greyed out, it means there is a section you have not completed.

Otherwise, click the SAVE button to finish.

FIRST TIME SYNC

The first time that you click the SAVE button to finish, you will get the following screen appearing. Afterwards, the data will just save, but for now, there is one final step.


If you chose two-way sync, you will need to confirm what will happen the first time you sync. If the same data is in Hike and MYOB AccountRight or Essentials, you need to advise which is the primary data to overwrite the other.

Use this table to control how your data is sent to and from Hike

  • Sync type

    The type of data being synced
  • Hike - MYOB

    Tick this box if you want data only sent from Hike to MYOB AccountRight or Essentials
  • MYOB - Hike

    Tick this box if you want data only sent from MYOB AccountRight or Essentials to Hike

SAVE

Once you have made your choice for the first time sync, click the SAVE button to finalize. Hike will immediately start syncing with MYOB AccountRight or Essentials.


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