Ignition and MYOB

Learn how to use the MYOB integration to map your clients, sync data and create invoices automatically when a proposal is accepted.

Nicole Baptiste avatar
Written by Nicole Baptiste
Updated over a week ago

The MYOB integration is only available in Australia and New Zealand. This integration is currently in BETA.

Connecting MYOB to your Ignition account allows you to automatically generate upfront and monthly recurring invoices in MYOB from a proposal or instant bill in Ignition.

Please note: We currently only can connect with MYOB Business and AccountRight online*.

AccountRight online*

Customers that are using the AccountRight desktop solution can upload their company file online.

See MYOB's support page for further instruction.

Once the file has been stored online, users can access their file using a browser from anywhere. Just login with your credentials at app.myob.com


Interactive demo

demo gif


Enabling the MYOB integration

  1. Navigate to Settings Labs page

  2. Toggle on MYOB integration

By toggling on the MYOB integration, you'll be able to connect your MYOB account via the Apps page.


Connecting your account

  1. Navigate to the Apps page and click on the MYOB tile

  2. Click on Connect your account which will launch a pop up modal requesting sign-in

  3. Provide the email address of the user you wish to connect

  4. Click sign-in

  5. Select the company file you want to connect to. You'll see a list of all the companies your user has access to.

  6. Confirm the App settings and click Enable app

Authorisation failed

If you’re unable to connect to Ignition, it’s likely the user who has tried to connect is not connected to any business files.

Please try again with a different user, or make sure the user has access to the correct business file.


App settings

Invoice settings

Create Invoices

Controls whether invoices will deploy to MYOB by default on all newly created Ignition clients. You can change this on a client basis through the Invoices tab when viewing a specific client.

Default Sales Account

Choose which default sales account you would like your services to link to by default, this can be later customised within each service item you create. This is what determines which account each service will be linked to.

Include Service Descriptions

Controls whether to display service descriptions set on your proposals on your invoices. Some important considerations:

  • Ensure your service descriptions aren't too long - or you will end up with a 10 page invoice!

  • Invoice descriptions only allow for plain text - but Ignition Service Descriptions allow for some formatting. Avoid using advanced formatting in Ignition service descriptions (e.g., tables) as they won't transfer to invoice descriptions. Alternately, put tables etc in "included" services - as these are not used on invoices.

Invoice Terms

  • Manual Invoice Terms - This will set the due date on your invoices to that number of days after your invoice date for any non-recurring invoices. Eg. If 0 is entered, then for an upfront invoice, the due date will be the same day as the invoice day.

  • Automatic Invoice Terms - This will set the due date on your recurring invoices to that number of days after your default company invoice day.

Sync settings

Nominate whether you would like MYOB to keep client names in sync with Ignition.

If client name sync is on, then each time new invoices are created in MYOB by Ignition, the contact name in MYOB will be updated to match Ignition. This is a one-way sync from Ignition to MYOB - changes in MYOB will not be reflected in Ignition.

Tax rate mapping

Linking your accounting ledger tax rates to Ignition

When you connect MYOB to Ignition, you'll need to map tax rates in the accounting ledger to tax rates in Ignition. This allows Ignition to apply the correct tax rates when invoices are created in your ledger.

You'll only have to map tax rates that have been added in Ignition, not all the rates in the ledger. Click here for some more information around configuring your tax rates!

Be sure to click the orange Save button after you are done!


Client creation and sync

Creating clients in Ignition that exist in MYOB

If clients already exist in MYOB, when creating a new proposal you can search your MYOB clients from the dropdown.

Once selected make sure to Save client before continuing

Once saved, clients will sync names if you have this setting enabled.

Creating contacts in MYOB from Ignition

Mapping to existing contacts

Ignition uses the Client Name to determine if a new client should be created in MYOB.

If the Client Name in Ignition exactly matches a Client Name in MYOB, then Ignition will assign all invoices to that existing client.

When creating a new client in Ignition, you can ‘map’ the Ignition client record to an existing MYOB record so that any new invoices generated from Ignition will link to that existing client.

For example, if your client has two entities: Entity A and Entity B.

You want the Ignition proposal to address Entity A, but the invoices to be allocated to Entity B in MYOB, you will manually map them via Ignition.

To do this, simply click into Clients → Select the Client → Edit Client → Apps Tab > App Client Mapping → Select the MYOB client you want to map to.

Creating new MYOB contacts

If you create a client in Ignition that does not match any existing MYOB contacts, Ignition will create a new record in MYOB.

In Ignition, if the Client name and Contact name match exactly, the contact will be created in MYOB as an Individual.

If the Client Name and Contact name do not match, the contact will be created in MYOB as a company.

Client sync

New clients created in MYOB will sync to Ignition once per day, and will be made available in the dropdown from the proposal editor. If you've created a client in MYOB and would like to create a proposal for them immediately, navigate to the Apps tab and click the manual Sync button.


Linking services in your library to your chart of accounts

Services in your library by default will be mapped to the Default Sales Account as nominated in your invoice settings.

You can nominate specific sales accounts to each service so that you can allocate revenue to this account from invoices raised from Ignition.

Note: Only income accounts are available to be mapped to services.

Invoices will automatically create in your ledger if the Create Invoice settings is turned on. Clicking on the invoice number will navigate to the invoices page in MYOB where you can search for your invoices.

Once an invoice has been raised in MYOB, revenue from the service line item will be attributed to the nominated Account.

Note: If you are using Ignition automatic payments, we’ll add a note to the invoice which lets the client know what payment method will be charged and when.


Payments and invoice reconciliation

When you receive your first payment, Ignition will create a new chart of accounts (type bank) named Ignition Payments.

When you receive a payment, Ignition will mark your invoices as closed automatically, but you'll still need to reconcile the disbursals you receive in your bank account.

To automate this process, you will need to setup a bank rule in your MYOB account.

Read below for instructions on how to set this up:

MYOB bank rule

Rather than depositing each payment you receive via Ignition individually, each day (depending on if payments have been received) we pay you a 'Practice Payment' which is a lump sum of all the client payments that have cleared overnight. This will save you hours in reconciling your bank statement!

If you wish to reconcile your bank statements as well, you will need to allocate each of these Practice Payments to the IGNPayments account to balance them.

Create a new receive money transaction rule and label the Description as IGNITIONPAY, so the payments are reconciled correctly.

  1. Navigate to Banking → Bank rules

  2. Create new → receive money transaction

Click image to enlarge!

Feedback

If you have feedback about the MYOB integration, please reach out to our Product Team directly via myob-beta@ignitionapp.com.

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