recording payments received in Myob then using a report to export payments to Echidna

SStevenson

Good morning,

 

We use a client relationship management system called "Echidna".  Is there anyone who uses Echidna in conjunction with MYOB?  We are invoicing through Echidna and we can upload the sales to Myob but we are unsure how to upload the received payments from our clients in MYOB to Echidna.  Is there a report we can use to export from MYOB to Echidna to reflect the payments received.

 

Thank you, i hope we  hear from someone soon.

 

ChrisMYOB

Hello @SStevenson 

 

There is a range of sales reports which you are able to export. I have linked a Help Article listing the variety of the different sales reports available.

 

There are also a bunch of export fields that relate to the sales that you can get out of AccountRight.

In regards to importing this information to Echidna, as this is a 3rd party software, you would need to first speak to them about what data can be imported and how to import it. 

 

Please let me know if the information about exporting data has assisted you.