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Help @ Connect2Field ยป Connect2Field Accounting Connector Setup for MYOB

Topics

  • Getting Started 7
    • Log In - Log Out
    • Admin Dashboard
    • Connect2Field Help
    • Start using Connect2Field in 6 Easy Steps
    • Why use Connect2Field for your Service Business
    • Request a Demo
    • Manage Connect2Field Payments/Licenses
  • My Company Setup 4
    • Setup Basic Company Details
    • Customize the Main Menu Bar
    • Setup Tax Names for your Business/Country
    • Setup Tax Rates, Default Currency & Payment Types
  • User Setup 4
    • The different types of Users in Connect2Field
    • Creating Users in Connect2Field
    • Not Recieving SMS Notifications
    • Managing Field Worker Leave Days
  • Client Management 10
    • Creating & Searching Clients in Connect2Field
    • How to Delete Clients & Jobs
    • Customizing the Client Section in Connect2Field
    • Creating Custom Fields For Clients in Connect2Field
    • Creating and Using Customer types in Connect2Field
    • How to add Multiple Sites (Office Locations) to your Clients
    • Example: Use Custom Fields to Quick Search Clients
    • How to Book New Client Calls as Jobs
    • Call History - Book Existing Client Calls/Emails in Connect2Field
    • How to Manage/Bill Pre-Paid Client Contracts
  • Job Management 26
    • How to Create & Dispatch New Jobs in Connect2Field
    • How to setup Job Types & Default Service Notes in Connect2Field
    • How to Add Job Start & Job Finish Questions
    • How to Filter Job Central by Job Status
    • How to view Jobs & Job Locations on a map
    • Creating Recurring Jobs in Connect2Field
    • How to End/Cancel Jobs from Recurring
    • Viewing Master Recurring Jobs in Connect2Field
    • How to Add Sub-Jobs in Connect2Field
    • How to attach documents to a Job
    • Using Search in Job Central
    • Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
    • How to Print/Email a Job Card and attached images to a Job
    • How To apply colors to different Job Types ?
    • How to setup your Field Workers to receive Outlook Calendar Appointments
    • How to Add Fields to Job Central
    • Connect2Field WorkFlow / Standard Job Status - Explained
    • Example: Track Job progress with Custom Status Icons
    • Example: Capturing crucial Job Information using Custom Fields
    • How to Archive Completed Jobs
    • How to Un-Archive Jobs
    • How to Change Status of Multiple Jobs
    • Example: How to Charge/Bill your clients for your services using Connect2Field
    • Example 1: Planning your Field Work in Advance
    • Example 2: Planning your Field Work in Advance
    • How to Add Discount to Jobs
  • Invoice Management 9
    • How to Invoice your Customers for Service Jobs using Connect2Field
    • How to Invoice Customers for Service / Labor Hours
    • How to Configure Invoices
    • How to show Job Details & Additional Job Information in Invoices
    • Manage Client Accounts and Invoices
    • How to Email Invoices to Clients
    • How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
    • How to Group & Print Multiple Invoices for a Client
    • How to change Invoice Date
  • Work Force Management 7
    • How to use Connect2Field's Messaging System
    • Configuring SMS for Field Workers in Connect2Field
    • How to Customize Email/SMS Templates for your Field Workers & Clients
    • How to enable or disable Alerts to your Field Workers
    • How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
    • GPS - Tracking your Field Staff via Connect2Field Map
    • How to temporarily de-activate a Field Worker
  • Mobile Field Worker WebApp 12
    • Connect2Field Field Woker WebApp - Iphone Example
    • FieldWorker WebApp Configuration
    • Customize the Connect2Field Main Menu for your Mobile/Ipad
    • Control what fields appear while selecting a job from your Mobile/Ipad
    • Example: Use Tags for quick search of products in Iphone/Ipad
    • How to Update Product Prices while in the Field
    • How to Email Invoices to Clients while in the Field
    • Example: Creating Sub-Jobs while in the Field
    • How To Capture Clients Signature as Job Conformation
    • Reallocate Job to a different Field Worker while in the Field
    • How to Auto Populate Username/Password for your FW WebApp login on the iPhone
    • How to Enable/Disable Pricing Fields for the WebApp
  • Connect2Field Scheduler 5
    • Multi Person View
    • Day View
    • Week View
    • How to Re-schedule/temporarily remove a Job via the Scheduler
    • Creating New Appointments & New Jobs in Scheduler
  • Inventory Management 4
    • Adding Products & Services
    • Creating Tag Groups & Assign Products to Tags
    • Managing Warehouses
    • Inventory Management for your Fieldworker's Vans
  • Quote Management 3
    • How to Instantly Create New Jobs from Quotes
    • Create & Dispatch New Quotes
    • Viewing Quotes as Appointments on Scheduler
  • Reporting in Connect2Field 4
    • Types of Reports
    • Jobs Per Field Worker
    • Jobs Per Field Worker - Summary
    • Jobs Per Client
  • Customer Equipment Management 1
    • Working with Equipment Items
  • Supplier Management 3
    • How to add Suppliers in Connect2Field
    • How to configure Supplier Types
    • How to Add/Modify Custom Fields for Suppliers
  • Data Management 3
    • How to Export Jobs from Connect2Field
    • How to Import/Export Products & Update Inventory
    • How to Import/Export your Clients in Connect2Field
  • Accounts / Integration 7
    • Connect2Field Accounting Connector Setup for MYOB
    • Using the Connect2Field Accounting Connector with MYOB
    • Connect2Field - Xero Integration
    • Connect2Field - Saasu Integration - Service Invoices
    • Connect2Field - Saasu Integration - Item Invoices
    • Connect2Field - KashFlow Integration
    • Connect2Field - Capsule Integration
  • Customer Portal 3
    • What is the Customer Portal
    • Customer Portal Features
    • Customer Portal Setup
  • Case Study 1
    • Case Study - Plumbing / Mechanical Contractors Industry
  • Connect2Field Videos 1
    • How to schedule your Fieldworkers easy and quick
  • About Connect2Field 1
    • How To Subscribe To Connect2Field Updates

Last Updated

May 22, 2011

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  • Prev: How to Import/Export your Clients in Connect2Field
  • Next: Using the Connect2Field Accounting Connector with MYOB

Connect2Field Accounting Connector Setup for MYOB

The document explains how to setup the Connect2Field Accounting Connector to work 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

Login to Connect2Field

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1) Go to http://go.connect2field.com

Download the MYOB Connector application

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1) Click on options
2) Click on integration

Download Application

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1) Click on download
2) Save file to desktop

Installing Connect2Field Accounting Connector

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1) Double click on Connect2Field Accounting Connector Install.exe
2) Click Next
3) Click Close once the application has been installed

Running Connect2Field Accounting Connector

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1) Double Click on the Icon on the Desktop called Connect2Field Accounting Connector

Configuring the Connect2Field Accounting Connector

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1) Click Ok

Configuring the Connect2Field Accounting Connector

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1) Enter in your Connect2Field username and Password-
2) Click on Common

Configuring the Connect2Field Accounting Connector

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1) Unselect the Quickbooks tab

Configuring the Connect2Field Accounting Connector

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1) Enter in your MYOB user name and password
2) Select the location of your MYOB file
3) Select the location of your MYOB application file
4) Leave this as the default setting
5) Select your tax code for your country
6) Select the income account code where your invoices will be recorded against
7) Click Save

  • Prev: How to Import/Export your Clients in Connect2Field
  • Next: Using the Connect2Field Accounting Connector with MYOB

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