Pre-requisites:

1. The User must be a MYOB Administrator or Accountant/Bookkeeper (with authority to import or export data). You can check your role on Setup menu > User Access).
   

Steps:

1. Go to the File menu > Import/Export Assistant.

2. In the Import and Export Assistant window select Export data and click Next button.

3. Select the Data Types you want to export from the Export list. If additional options appear in this window, you can complete them to filter the data that will be exported.

-    Tax Code List (Tax Rates)

4. Specify the Format for the export file. Select Commas option and include field headers in the file check box (the data in the exported file will be separated using commas and included the headers). Then click the Next button.

5. Click the Add All button. All Available fields will be displayed in the Fields to export.

 

6. Complete the selection, click the Export button.

7. Enter the name and select the location where you want to save the exported file and click the Save button. The data is exported and saved as a text file.

8. When the data has finished exporting, click the Close button.

9. Return to step 3 and this time select Accounts (Chart of Accounts) to export, and repeat steps 4-8.

Pre-requisites:

• Prism users subscribed to Finance module and configured to use MyOB. Contact support@prism.horse otherwise.
  

• Possess recently exported tax rates and chart of accounts files from MyOB.
  

Steps:

1. Go to Prism Finance > Configure > Tax Rate. Click on Import from MYOB.

2. Browse your computer and select the Tax Rates csv file recently exported from MYOB.

3. Upon import, results should appear in the Prism Finance > Configure > Tax Rates screen.

4. Go to Prism Finance > Configure > Chart of Accounts. Click on Import from MYOB.

5. Browse your computer and select the Chart of Accounts csv file recently exported from MYOB.

6. Upon import, results should appear in the Prism Finance > Configure > Chart of Accounts screen as per below.

Pre-Requisites:

1. Customer Accounts setup in MYOB

Each Prism owner’s billing account must match a corresponding Customer Card in MYOB.  

To ensure this match occurs between MyOB and Prism, you need to copy each customer’s Card ID from MYOB onto the Prism Owner Account profile.  

You can manually source the Card ID for each customer in MYOB.

Or you can export those Card IDs by performing the following:

1. Go to the File menu and choose Import/Export Assistant. The Import and Export Assistant appears.

2. Select Export data then click Next.

3. In the Export field, select Cards from the drop-down list.

4. Select Customer Cards to export and click Next. The Format step appears. 

5. Leave the default format options and click Next. The Select Fields step appears. The fields in the left panel are the fields you can export. You only need to export First Name, Co./Last Name, Email and Card ID

6. Click Export. The Save As window appears.

7. Specify where you want to save the file. Click Save.

3. You can Edit or Delete this Card ID where required, on each Owner Finance Account.

After Card ID is configured for Owner’s billing account, it will be used to map the Prism Owner with the respective Customer in MYOB, when exporting Invoices to MyOB.