You can easily connect MYOB Advanced Business with vWork. When you integrate vWork and MYOB Advanced you can:
- Import your customers from MYOB Advanced into vWork.
- Record time and materials from vWork jobs on MYOB Advanced invoices.
- Automatically create invoices in MYOB Advanced when a vWork job is completed.
The MYOB Advanced Business integration is an optional feature in vWork. To add this to your account please email support@vworkapp.com. Our support team will contact you to discuss your requirements and add the MYOB Advanced Business integration to your vWork account.
Note: MYOB Advanced Business is one of two MYOB accounting products that vWork integrates with. If you want to learn about connecting MYOB AccountRight with vWork please read the article, AccountRight: connect vWork to MYOB AccountRight.
In this article
This article explains how to connect vWork with MYOB Advanced Business.
Topics include:
- Enable Invoicing in vWork
- Integrate MYOB Advanced with vWork
- Set how vWork shares invoice information with MYOB Advanced
- Integrate vWork with another MYOB Advanced account
- Related articles
Click the link above to go directly to that topic. You can return to this topic list by clicking this icon:
Enable Invoicing in vWork
Before you connect vWork and MYOB Advanced you must enable invoicing in the vWork Finance settings. The article, Invoicing with vWork, explains how to do this.
Integrate MYOB Advanced with vWork
You connect vWork with your MYOB Advanced account through the Integration settings in vWork.
Before you begin
To connect vWork with MYOB Advanced you need your:
- MYOB Advanced URL - it looks something like this:
https://examplecompany.myobadvanced.com - MYOB Advanced username
- MYOB Advanced password.
Connect MYOB Advanced with vWork
To connect MYOB Advanced with vWork to share information:
- Go to Settings > Integrations > Integrations
- In the URL field, enter the URL for your MYOB Advanced account.
💡Tip: You only need to type the red portion of the URL that we show in this example; we automatically add the rest of the URL for you:
https://examplecompany.myobadvanced.com - In the Username field, enter the username you use to sign in to MYOB Advanced.
- in the Password field, enter the password you use to sign in to MYOB Advanced.
- Click
to check the URL, Username, and Password match with a valid MYOB Advanced account.
- vWork displays 'Connection successful' to confirm that MYOB recognizes the MYOB Advanced sign-in credentials.
- Click
to finalize the integration and open the MYOB Advanced settings used to share information with vWork.
Set how vWork shares invoice information with MYOB Advanced
Once MYOB Advanced and vWork are integrated you can modify the default settings to tell vWork how often to send invoices to MYOB Advanced.
You can choose to manually send invoices or have them automatically pushed from vWork to MYOB Advanced in batches after a set duration of time has passed. The default setting is to automatically upload pending invoices in a batch every 1 hour (60 minutes).
Disable and enable automatic invoice batch upload
To disable or enable the automatic uploading of MYOB Advanced:
- Click to remove or add a checkmark to the Auto upload enabled checkbox.
- When the checkbox has a checkmark
auto-upload is enabled.
- When the checkbox is empty
you must manually upload invoices.
- When the checkbox has a checkmark
- Click
.
Note: Invoices are only ever uploaded when:
- The job's status is 'Complete' - i.e, the final step for the job is completed
- The invoice has been approved in the Job Editor if your vWork account has the 'Approve Invoice' checkbox feature enabled.
Integrate vWork with another MYOB Advanced account
If you have more than one MYOB Advanced account and want to change the account connected to vWork you must:
- disconnect the MYOB Advanced Account that is currently integrated with vWork,
- and then connect the new account using the process described above.
Disconnect MYOB Advanced
To disconnect MYOB Advanced from vWork:
- Go to Settings > Integrations > Integrations
- In the MYOB Advanced Integration Settings section click
.
- You'll see a pop-up message that warns you that you are about to remove the URL and MYOB Advanced sign-in information you used to integrate this MYOB Advanced account with vWork. You need to remove this information to enter the credentials for the MYOB Advanced account that you want to change to.
Click OK. - Now you can add and save the new MYOB Account sign-in credentials following the instructions above.
Related articles
- Once you have connected vWork and MYOB Advanced, you can import your MYOB Advanced customers into vWork. This process is explained in the article, MYOB Advanced: Import MYOB Advanced customers into vWork.
- When you are ready to share vWork invoices with MYOB Advanced you can find out more about this process in the article, MYOB Advanced: Share a vWork invoice with MYOB Advanced.