MYOB

MYOB allows users to access to their datafile from another application via an API (Application Programming Interface). This basically means that what if budget™ can access the features of MYOB to extract requested data.

You can use the API to bring across your expense and/or product information.

info to create the link

To create the secure API link you just need your MYOB username and password.

getting the data

To have what if budget™ obtain data from MYOB…

Make sure you are in the budgets section.

Choose main menu > import data

Choose link to accounting system > MYOB AccountRight Live or Essentials

Enter your user name…

to import expenses…

Choose report type > expenses

Choose choose date range > the timeframe you require

Click get data

The window will switch to the ‘MYOB IdentityServer, enter your username and password for MYOB. Click on login.

the link created between what if budget™ and MYOB is remembered for a short time, so if you go to extract further information it may be that you don’t need to enter your username and password for a short time

The expense information you requested is imported into what if budget™.

When you import your expenses, a new budget is created with the expenses attached. Your new budget will be called “From MYOB – timeframe chosen”, reflecting the date range you chose to import. You can rename your budget if needed, with the budget loaded, just modify the name in the ‘loaded budget scenario’ field and press tab.

Each time you get expense data, a new budget will be created.

to import products/services…

Choose report type > products/services

Click get data

The window will switch to the ‘MYOB IdentityServer, enter your username and password for MYOB. Click on login.

the link created between what if budget™ and MYOB is remembered for a short time, so if you go to extract further information it may be that you don’t need to enter your username and password for a short time

The products/services information you requested is imported into what if budget™.

The data extracted from MYOB is not live, in that when you make changes in MYOB, it does not then automatically update into what if budget™.

Each time you get products/services data, any new products added in MYOB will add into what if budget™. Any items that have updated pricing information will update in what if budget™. Be careful though, if you change product/service information in what if budget™, those changes will be lost if you again import products/services into what if budget™.

For more information on MYOB accounting software, click here