How do I set to use this interface?

In the accounts centre record, select MYOB (in the legacy group).

Match-IT Defaults

In Match-IT press the F4 function key to get a list of defaults.  Click the ShowAllClasses checkbox.  Scroll to the CS module defaults.  Change the system value of AccountsExportSalesInvLines and AccountsExportPurchInvLines to Yes.

Match-IT Nominal codes

Open the list of code classes in Match-IT using the Functions | Standing Data | All Code Classes menu. Locate the NominalCodes line and go into the detail of the record.  Add each of the nominal codes that you actively make use of (or intend to make use of) in MYOB.  We suggest that you use the Match-IT Instance ID to represent the MYOB 5 digit code; adding the hypen if necessary to reflect the codes in MYOB.  Use of the Match-IT Description field is optional, but for example it can be used to describe what you use that nominal code for.

Match-IT VAT codes

Use the Functions | Standing Data | Accounts | VAT Codes menu in Match-IT and make sure that you have set up all the VAT codes that MYOB uses; by default they are S, E, Z, N-T, ECP and ECS.  Set the Match-IT code field to the MYOB code field.

To see the VAT codes in MYOB, use the Lists | VAT Code List menu.

Match-IT Currencies

Use the Functions | Standing Data | Units | Units of Measure menu in Match-IT and click the Currency tab.  Make sure that you have set up a currency for each currency that you actually use in MYOB. MYOB currencies are available from the Lists | Currency List menu.

For currency import/export to work correctly you also need to create a special export currency unit in Match-IT for each currency that will be used when exporting.  The UnitID (short name) of each of your Match-IT export currencies should start with the corresponding currency code in MYOB followed by a comma and then the a currency name; e.g. GBP,Sterling.  Having done this, create a synonym for each export currency and the original corresponding currency; e.g. between Sterling and GBP,Sterling.

Match-IT accounts centre

In Match-IT use the Functions | Standing Data | Accounts | Accounts Centres menu and enter the Detail of the Main account centre.  Select the MYOB account centre.  On the Run tab, in the Run this field you can optionally place a path to the MYOB executable, usually c:\Plus11\myobplus.exe.  The Working In field would then be the installation folder itself.  For example:-

Run this:        c:\plus11\myobplus.exe
Working In:        c:\plus11\

When you click on Run this, Match-IT starts MYOB.  You don’t have to use this facility and can safely leave these fields blank.

Match-IT ledger interface

In Match-IT use the Functions | Standing Data | Accounts | Ledger Interface menu and enter the Detail of the Main account centre.  This window defines the files that Match-IT and MYOB will write when exporting their data.  For example:-

CSV Export Files (files that Match-IT creates)

Cus Trans:        c:\plus11\csv\sl_trans.csv
Sup Trans:        c:\plus11\csv\pl_trans.csv
New Cus:        c:\plus11\csv\sales.csv
New Sup:        c:\plus11\csv\purchase.csv
 

CSV Import Files (files that MYOB creates)

Cus Balances:        c:\plus11\csv\sl_agedm.csv
Sup Balances:        c:\plus11\csv\pl_agesm.csv
Cus:                c:\plus11\csv\sales.csv
Sup:                c:\plus11\csv\purchase.csv

If you decide to use these files, you may need to create the csv folder.

Note that the Match-IT ledger files window may have slightly different field names than those shown above.  When referring to various import and export files in the sections below,  the document is referring to the appropriate filenames that you have defined in the ledger interface.

Make sure that you define the files in folders that can be written to by all Windows users that will use Match-IT and/or MYOB

Match-IT addresses

When entering addresses for your customers and suppliers in Match-IT it is preferable to use a fixed format of eight lines like this:-

Line 1
Line 2 (or blank)
Line 3 (or blank)
Line 4 (or blank)
Town
County
Postcode
Country

This is because MYOB has dedicated fields for the town, county, postcode and country.  Note that when Match-IT generates paperwork, it suppresses any blank lines in addresses, so this slightly artificial format does not impact your document layouts.

To emphasise this format it’s useful to change the address prompts to something like the above.  This can be done using the CS module Address line N prompt name defaults.  This means they can, if necessary, be redefined on a per customer/supplier basis.

MYOB dates

By default MYOB date format is dd/mm/yyyy and Match-IT assumes this when exporting.  If you have changed your MYOB date format, please reset it to dd/mm/yyyy or contact us to arrange your exported Match-IT date format to be changed; this is not a user configurable option at present.

How do I import my customer list?

Use the File | Export Data | Cards | Customer Cards to open the customer export window.  Select Comma-separated and Data Record. You would usually leave the result of the fields blank, but you can use them to control which customers are exported if necessary.  Click Continue and then click Match All.  This tells MYOB to export all customer fields. Click export and navigate to the export folder you identified in the Match-IT ledger interface (sales.csv). If the file does not exist you’ll need to enter it into the file field, but on successive exports you’ll be able it select it directly.  MYOB also remembers the export folder after doing this once.  When you click Save, the customers  will be exported.

How do I import my supplier list?

As above.  Work by example using the above instructions but export suppliers from MYOB using the File | Export Data | Cards | Supplier Cards menu. Export to the appropriate filename.

How do I import my customer credit balances?

Currently not available in the MYOB interface.

How do I import my supplier credit balances?

Currently not available in the MYOB interface.

How do I export new customer accounts?

Use the File | Import Data | Cards | Customer Cards menu to start the customer import window.  Select Coma-separated, Data Record and Reject Them from the drop down lists.  You may need to choose a value other than Reject Them in some circumstances; for example if an import failed and some of the customers were created and some were not. Click Continue, select the appropriate file and click Open.  The customers will be imported.

How do I export new supplier accounts?

As above.  Work by example using the above instructions but use the File | Import Data | Cards | Supplier Cards  menu in MYOB.

How do I export new sales invoices?

As above.  Work by example using the above instructions but use the File | Import Data | Sales | Professional Sales.

How do I export new purchase invoices?

As above.  Work by example using the above instructions but use the File | Import Data | Purchases | Professional Purchases.