![]() ![]() It is very important that you read over this entire document before you dive in and activate your QuickBooks Online integration. There are some key decisions you need to make on how you want to handle your sales revenue information syncing to your QuickBooks online account. It is important that you understand what Finale Inventory will and will not push to QuickBooks Online. This may require some Q&A with your bookkeeper or CPA. ![]() We will cover the basics of what the QuickBooks integration is capable of doing and if you want to configure Finale Inventory to sync sales revenue to your QuickBooks Online account. WorkGuru is now ready to queue information to be sent to MYOB when ready.The goal of this document is to guide you through the onboarding process for adding the QuickBooks Online integration to a Finale Inventory account. Do You Sell in Foreign Currencies? - Enables foreign currencies on Projects and Stock Sales.Ĭlick Save to confirm the default general ledger mappings.AlternateCurrencies - alternate currencies to be used for multi currency purchasing, use IBAN ISO currency codes (USD, EUR, NZD etc).DefaultCurrency - Default currency, use IBAN ISO currency codes (AUD etc).DefaultPurchaseTax - Default purchase tax to be used.DefaultSalesTax - Default sales tax to be used.RoundingAccount - Default account to map to the rounding fields on WorkGuru invoices and purchases.CostofGoodsSoldAccount - Default COGS account for cost of sale, stocktake and stock adjustment journals.DefaultInventoryAccount - Default stock on hand account.DefaultExpensesAccount - Default expense account for non-stock (not FIFO) products or project disbursement purchase orders.DefaultSalesAccount - Default income account.Accounting Integration - Defaults to MYOB.The list of accounts is contextual to the type of account is required for each setting (income accounts for sales, expense accounts for cost of goods etc): If you add or edit accounts in MYOB, click Get Chart of Accounts to download the updated chart of account list.Ĭlick Set Defaults and use each dropdown to assign the MYOB general ledger account. Note: If the required general ledger accounts are not displaying correctly in the drop downs, ensure that the Get Chart of Accounts function has been run. These default accounts can be over-ridden by assigning alternate general ledger accounts on the product and/or task line item level. This prevents the need to double enter this information in MYOB. This allows WorkGuru to pre-code the relevant line items before sending transactions to MYOB. The most important setup step when connecting WorkGuru to MYOB is to assign your default general ledger mappings in WorkGuru. ![]() Get Chart of Accounts - Import the current chart of accounts setup in the connected MYOB business.Get Tax Rates - Import the tax rates setup in the connected MYOB business.This will load the relevant information into the WorkGuru database. Click on the following and wait for the page to reload. The next step is to sync your Tax Rates, and Chart of Accounts from MYOB into WorkGuru so we can set up default accounts. Once connected successfully, WorkGuru will then return to your MYOB dashboard. MYOB will prompt to allow WorkGuru access to your MYOB account. Enter your MYOB credentials and click Sign In. MYOB will prompt you to securely login in and connect to your MYOB file. Once MYOB has been selected, go to Accounting -> MYOB and click Connect to MYOB. Go to the Accounting -> Settings and switch the default Accounting Integration to MYOB. To connect WorkGuru to MYOB, the only requirement is that you must have MYOB administrator level permissions to connect securely. Modified on: Tue, 12 Dec, 2023 at 5:04 PM Solution home WorkGuru Integrations MYOB Connecting MYOB to WorkGuru ![]()
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