Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


MYOB data sync:

...

5.After authorizing Brevity to access your MYOB Account, go back to Brevity and then go to Administration and then click on the Sync MYOB from the sub menu.


6. Before Brevity is able to talk to your MYOB company file, you will need to login with a username and password that has access to the company file.

Image Added

You will receive a confirmation once the login is successful...
Image Added


7. It will show you the MYOB data sync page. You can select several options in syncing the MYOB to this page. 

 


Sync Data - You can select if you want to sync from MYOB to Brevity or Brevity to MYOB.

...

Select Entitied to Sync - You can select different sections from Brevity or MYOB. You need to select an entity if you are syncing the data from Brevity or MYOB.


68. After selecting the options, click on continue button to see the data preview page.



79. All the data for the selected entities are shown in tabs, you can click the tabs to see the entity data.

810. If there are validation errors, then those are highlighted in red, you need to correct them before the sync otherwise those records will be skipped during the data sync.

...