Integrating Your Software with MYOB: A Step-by-Step Guide

Step 1: Access Accounting Interfaces in GuestPoint

• Log in to your GuestPoint software.

• Navigate to Management > Setup > Accounting Interfaces.

Step 2: Select MYOB as Your Accounting Software

• Within the Accounting Interfaces section, locate and select the option to connect with 'MYOB'.
  
  
  

Step 3: Authorize Connection with Your MYOB Account

• You will be prompted to authorize the connection with your MYOB account. This typically involves signing in with your MYOB login details. Follow the on-screen prompts provided by MYOB to grant GuestPoint the necessary access.
  
  
  

Step 4: Map GuestPoint Items to MYOB Items/Accounts

• Once the connection has been successfully established, click on the 'Mapping' option.

• Carefully assign the relevant items (e.g., revenue categories, payment types) from your GuestPoint software to their corresponding items, accounts, or categories within your MYOB chart of accounts. This ensures that data is accurately categorized and recorded in MYOB.
  
  
  

Step 5: Schedule or Trigger Roll Over Report Sends

• After completing the mapping process, you will have options for sending your roll-over reports to MYOB:

  • Schedule Automatic Sends: Configure a specific time for the roll-over report to be automatically sent.

  • Trigger Manual Sends: Choose to manually initiate the data transfer at the time of your daily or periodic roll-over.