Strongbox subscribers have the ability to connect directly a MYOB account using an Admin account.
Requirements:
- The target client must create an Admin account in their MYOB Business company.
- This account type is required to approve the connection to Strongbox.
- The password for the Admin account. This account is required to approve the connection with Strongbox.
Create Data Collection
There are 3 windows to move through in order to create your data collection.
1. First configure your desired options for the data collection. Make sure you have selected the radio button to Connect directly, and then click the Next button at the bottom of the dialog box in order to move forward to select the time frame you'd like to collect.
2. Now you can select the month of the current fiscal year and you can either choose to gather through that month for FYTD or you can choose up to 5 additional years of data. You can also choose your Preferred Basis of Accounting at this step as well.
3. Finally, you can select the accounting data that you want to include in the data collection. Please note that Transactions can potentially be a large data collection and may slow down the generation of workbook output. After clicking Next, you will move on to selecting your accounting system.
Select your accounting system
To share your financial reports click the button for MYOB Business
Confirm connection choice
Click the Connect to MYOB button to launch the MYOB Business login screen.
Sign In to MYOB Business using your admin login information
In the official MYOB Sign In window, provide the Email and Password for your account with access to the correct MYOB company.
Link your company User ID to your my.MYOB online account
You will need to link your company User ID to your my.MYOB online account to enable secure access to your company file and provide access to Strongbox. A pop-up will come up with instructions on how to continue granting permission to your file.
MYOB will confirm that you are authorizing Strongbox access to your account
MYOB will then allow you to select which entity or entities you would like to give Strongbox access to
Collecting the financial reports
On the Strongbox Portal Workspace list you'll also see an indication of an import in progress.
Congratulations!
You've successfully collected reports from MYOB!
When the Data Collection is complete, the portal will update with a success message which includes a link to the appropriate collection where you can download the completed workbook.
