Integration: Zapier and AccountRight
Come on MYOB, go and talk to Zapier and get integrated so you can give your customers the option to automatically sync and integrate with hundreds of other online services to help improve automated workflow in small business! Integrate everything so your customers can benefit. A lot quicker this way than fielding thousands of requests. I think your ROI would be sub a year and frustrated customers would start to disappear. "Any plans to integrate Zapier and MYOB?"18KViews57likes27CommentsImport/Export: Include Subtotals, Headers and Blank lines in the export of Sales/Purchases
Dear MYOB, Can the header, subtotal and blank lines in a salebe includedin exported / imported data? This iskey information which is being omitted off data being exported / imported from one data file to another. My client is a electricaltradesman who uses the item type sale to list materialsand labour soldand needs a section to type in notes for location and work performed that can be viewed on the screen in its interity (not hiden by expandable field). This information needs to be stable data and have the ability to beimported / exported. ' Kind regards, Vanessa Romano " Import/export sales - complete including header, subtotal & blank lines"6.4KViews17likes9CommentsImport/Export: Increase number of lines that can be imported
It appears you can only import invoices with about 5 - 7 lines, any more than this and the invoice doesn't import. On previous versions I had no problems importing invoices with 30 or so lines. As I do this at every month end the suggestion from the report team that I manually key the invoices, or break itinto several invoices just won't work. Can you please upgrade the number of lines that can be included in a single invoice. "importing invoice data from a csv file"7.5KViews11likes7CommentsCards: Synchronise cards to web based applications
Many of my clients no longer use Outlook but Gmail As CRM becomes an increasing focus for small biz and the mobile app provides access to contacts this is a high priority from my perspective. Also synchronising to a group of contacts rather than the whole lot would be critical too. Thanks Synchronise Cardsto web based contacts like Gmail as well as Outlook?3.4KViews10likes1CommentImport/Export Assistant: Default settings
Hi, Every day we import sales data using the import/export assistant. It would really save time if one could save some default settings. So on the first page we alays have to click import data. On page 2 we alwsys have to click sales and then service sales, and then we have to select the same file from the same location. (our excel macro that makes the data nice and friendly makes the same file in the same location each time) On page 3 we have to change the first line contains to data On page 4 we always click match all On page 5 we click import. It would save so much time if MYOB could remember just a few of these settings, or in preferences allow you to set some defaults so that you don't need so many clicks each import. "Default settings for import/export assistant"10KViews10likes15CommentsExport to Excel: Cell formats of date, debit/credit amounts and other columns
There is no excuse why MYOB reports cannot be exported to excel or any other programme format in the correct formats for that programme. Not just as text across all columns. In MYOB a date column will always be a date. In a debit, credit of balance columns the data will always be a $ value. In other columns there may be general numbers and finally text. It just poor programming to say you cant export in the correct formats. how hard is it to work that out. This is one of the biggest reasons why we are considering switching to Xero. Lift you game MYOB. About time a programmer came out to real world and see what happens at the "coal face" "Exporting to Excel"5.4KViews8likes4CommentsImport/Export Assistant: Items - Include Quantity on Hand
Please can you once again add the option "Quantity On Hand" to the "Import/Export Assistant" when exporting the items fields. if this Could be added it would be very much appreciated. "Add "Quantity on Hand" to Import/ Export Assistant when exporting the "items" Fields"1.8KViews5likes1CommentImport/Export Assistant: Sales - Include Online invoice field
MYOB payby, works by activiating the "online payment" tick box on each invoice. There is no field in the import/export field range that captures this feature. So when importing batch invoices, every invoice has to be manually ticked. Please add a identifable field for "online payment" to enable effective importing of invoice data. "Adding field for import/export for "online payment" feature'4.1KViews5likes13Comments