Using the Connect2Field Accounting Connector with MYOB
The Connect2Field Accounting Connector allows the following:
1) Clients to be uploaded from MYOB to Conect2Field
2) Clients from Connect2Field to be downloaded to MYOB
3) Invoices from Connect2Field to be downloaded to MYOB
Copying Customers from MYOB to Connect2Field
1) Click the button to copy all clients from MYOB to Connect2Field
Copying Customers from MYOB to Connect2Field
1) Customers are now been copied from MYOB to Connect2Field
Example Customer Record in MYOB
Example Customer Record in Connect2Field
1) Viewing details in Connect2Field which had been copied over from MYOB
Creating a Job in Connect2Field
1) Click on Job Central
2) Click on Add Job
3) Enter in Client Name
4) Click Save & Close
Creating an invoice in Connect2Field- Part 1
1) Click on View
Creating an invoice in Connect2Field- Part 2
1) Add Products and Services
Preview Invoice in Connect2Field
Copy Invoice from Connect2Field to MYOB - Part 1
1) Search for the invoices you want to send to MYOB
2) Select the invoice you would like to send to MYOB (Right click allows you to select all)
3) Click send Invoice button
Copy Invoice from Connect2Field to MYOB- Part 1
1) Confirm the invoices you want to send to MYOB
2) Click Next
Copy Invoice from Connect2Field to MYOB- Successfully Completed
View the invoice in MYOB
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