Learn how to connect or reconnect your MYOB account to Reach Reporting.
Connect MYOB to Reach Reporting: A Step-by-Step Guide and Troubleshooting TipsConnect MYOB to Reach Reporting
In order to connect to MYOB to sync your data, you must have an "File user" access to the company file you are trying to sync.
If you are unsure if you have File User access, you can locate user settings within MYOB under the gear/settings icon. Under "Users and permissions".
To connect a MYOB company, within the software, click on "Add Company" and then choose MYOB. Then you will need to log in to your MYOB account to authorize. You will see the below popup for authorization.
After verifying your MYOB login, click on Allow access
The initial syncing process may take several minutes, but you only need to do this once. Your company will automatically sync when your data is updated within MYOB.
Important - MYOB Header Categories
Header categories in the MYOB Chart of Accounts are used to group your accounts/ detail categories and help you organize the structure of your reports.
When your data is pulled into Reach Reporting, we map Header Category names from your Chart of Accounts to the default names shown in the table below. Default labels can be changed in Reach Reporting Company Settings under Financial Statement Labels.
If your Header Category names are not found in the list below, you will see a duplicate in Reach Reporting. The check is NOT case-sensitive and will also remove special characters. You can either change your category name in MYOB, or contact support to have your Header Category name added to the list.
| Currently Supported MYOB Header Category Names | |
| Income | Income, Earnings, Sales, Revenue, Proceeds, Revenue from Operations |
| Cost of Goods Sold | Cost of Sales, Cost of Goods Sold, COGS, Cost of Products Sold, Cost of Inventory Sold, Direct Costs, Production costs, Cost of Merchandise Sold, Cost of Revenue, Labor Costs |
| Expense | Expenses, Expense, Operating Costs, Operating Expenses, Overhead, Overhead Expenses, Expenditures, Non Labor Expenses |
| Other Income | Other Income, Non-Operating Income, Additional Income, Other Revenue |
| Other Expense | Other Expenses, Other Expense, Non-Operating Expense, Additional Expense |
| Assets | Assets, Business Assets, Operating Assets, Core Resources |
| Current Assets | Current Assets, Short-term Assets, Liquid Assets, Cash Equivalents, Operating Assets |
| Bank Accounts | Bank Accounts, Cash Accounts, Cash and Cash Equivalents, Bank Deposits |
| Accounts Receivable | Accounts Receivable, Accounts Receivables, Trade Receivables, Customer Receivables, Receivables, Debtors, Outstanding Invoices, Sales Receivables, Accounts Receivable (A/R), AR |
| Other Current Assets | Other Current Assets, Other Liquid Assets, Non-specific Current Assets, Other Short-term Assets |
| Fixed Assets | Fixed Assets, Non-current assets, Long-term assets, Capital assets, Tangible assets, Durable assets, Fixed investments |
| Other Assets | Other Assets, Additional assets, Non-specific assets |
| Liabilities | Liabilities, Liability, Obligations, Debt, Financial Obligations |
| Current Liabilities | Current Liabilities, Short-term Liabilities, Current Obligations, Current Liability, Current Debts, Short-term Debts |
| Accounts Payable | Accounts Payable, Accounts Payables, Trade Payables, Creditors, Payables, Outstanding Liabilities, Supplier Payables, Accounts Payable (A/P), AP |
| Credit Card | Credit Card, Credit Cards |
| Other Current Liabilities | Other Current Liabilities, Other Short-term Liabilities, Non-specific Current Liabilities |
| Long-Term Liabilities | Long-Term Liabilities, Non-Current Liabilities, Long-term Obligations, Long-term Debts, Long-term Payables, Fixed Liabilities, Non Current Liabilities, Long Term Liabilities |
| Equity | Equity, Net Assets, Ownership, Capital, Stockholder Equity, Equity Capital |
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