With OneSaas, you're able to setup your complete integration between WooCommerce and MYOB AccountRight within minutes using our simple setup process. Below is a step by step walk through, highlighting some useful key points throughout the process:
Begin here by connecting your apps to OneSaas. If you haven't already connected your apps, you can follow our guides to connect WooCommerce and MYOB AccountRight. Select Manage to move forward.
The configuration process described below is for a standard integration between WooCommerce and MYOB AccountRight. If you are also connecting a third app, then you'll have to configure this as you go through the setup process.
1. You will now be presented with three workflows, which are optional. In this walk through, these three workflows will be selected to demonstrate the full capabilities of the setup process.
- Sales from WooCommerce to be sent into your MYOB AccountRight
- Products from WooCommerce to be sent into your MYOB AccountRight
- If you have inventory turned on in your MYOB AccountRight, OneSaas can read this information and update WooCommerce.
2. Start the configuration process by selecting the first workflow - to sync WooCommerce orders into MYOB AccountRight, as shown below:
Once you've selected the first option to create orders in your MYOB AccountRight you'll be asked to:
- Select the WooCommerce order statuses from which the app will retrieve sales from to sync into your Accounting system.
(e.g. Depending on the nature of your business, you may want to also sync sales in the Pending payment or other statuses)
3. Click on Default Product and Advanced Options
A) Order Number Prefix - The prefix you input here is added to all orders retrieved from your WooCommerce account. For example: If you have order '1234' in WooCommerce and you add the prefix 'Woo-' in the configuration, your order will be retrieved into OneSaas with the order number 'Woo-1234' and sent to MYOB AccountRight accordingly.
B) Use Shipping Item - You may be charging your customers extra shipping charges on your sales. If this occurs, the integration can allow you to specify a dedicated "Item" to assign these shipping charges. This will allow you to easily track any revenue generated from shipping charges.
You can read more about how this works here.
C) Discount Product - Similar to the Shipping item option above, you can specify a dedicated discount 'Item' so you can track your discounts on sales.
D) Job Code - MYOB AccountRight uses job types to track income and expenses related to service jobs. This option allows you to assign job codes on sales.
E) Automatic Invoice Number - By selecting this option OneSaas will allow your accounting system to assign an automatic invoice number, e.g. to adhere to sequential invoice number rules, rather than using the invoice number provided by WooCommerce.
F) Original Customer / Customer's Organization / Generic Online Sale Customer - Most Accounting systems require a customer record to be specified when a sales invoice is created. This particular option allows you to choose the nature of the customer record that is being created. The default option is Original Customer, however if your WooCommerce customers specify a company name and you prefer to have that appear within your Accounting system instead, then you can opt for the Customer's Organization option.
You can read more about how this works here.
G) Payment due - Select the payment terms that apply to all transactions. Payments can be due on delivery (COD), when the transaction occurs (Prepaid), in number of days, or on a specific day. Note that EOM stands for End of Month.
H) DueDate Offset - A due date will be assigned if transactions do not have a due date. This is calculated using the transaction date and the Due Date Offset. If not set, transaction date is used as due date.
I) Invoice Delivery Status - This option will allow you to set the Delivery Status of sales when synced to your MYOB AccountRight.
4. Next, you'll be taken to the tax configuration page. Here, for each tax created / defined in your WooCommerce, you must select its corresponding sales tax in your Accounting system.
You can read more about the tax configuration here.
5. If you have no items set up within your Accounting system yet, or if you would like OneSaas to read WooCommerce items and create them within your Accounting system, you can enable the following option.
On the Items Settings configuration page, you'll have to select the Income and Expense Accounts to be used for Inventoried and Non-Inventoried items.
You can find more information on the integration of items here.
6.Next, payments configuration settings will allow you to select whether you want payment data from WooCommerce to be registered against your sales within your Accounting system.
If you want to map different payment methods to different clearing accounts, this can be done via the Advanced Options.
You can read more about how this works here.
Note: If you are unsure on which clearing accounts to use, please consult with your accountant.
Make sure you click on Save once you are happy with your changes.
7. The next workflow option will allow OneSaas to read all of your WooCommerce items and create them into your Accounting system. Some users prefer to only have items which are used in actual sales to be created (which is covered above). While other users prefer to take all WooCommerce items and send them through instead.
Please note, if you want different products to have different income/expense accounts, then this will all have to be set up within your Accounting system after the items are created by the app.
You can find more information on the integration of items here.
Make sure you click on Save once you are happy with your changes.
8. Finally, if you would like to send stock level data from MYOB AccountRight to your WooCommerce products, you can simply select and enable this option.
PLEASE NOTE: This option should only be enabled if you have stock levels set up prior to the integration. Otherwise you will risk wiping out your WooCommerce stock levels.
Select which field in your MYOB AccountRight LIVE you wish OneSaas to pull stock quantity from: Available Quantity, Quantity on Hand or Quantity Committed. Select the option that is appropriate to your business.
Once you are finished in configuring your integration set up, you can proceed in setting up your sync settings.
The Integration Starting Date setting specifies a filter against your WooCommerce order date. This means any orders dated before the specified date will not sync.
Once you have agreed to the OneSaas user terms and conditions, you can then turn on the automated hourly sync!
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