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Getting started with the MYOB Wizard
Getting started with the MYOB Wizard

For MYOB AccountRight and Essentials Users only

Support Team avatar
Written by Support Team
Updated over a week ago

MYOB AccountRight

If you’re using AccountRight, when you first log-in our Wizard will take you through the process of linking MyTrucking and AccountRight. Simply follow the steps in the wizard and before you know it you’ll be good to go.

This will import into MyTrucking
     • Products from the “Items” in MYOB (if you use Item invoicing)
     • Vehicles from the “Jobs” in MYOB
     • Clients from the customer cards

It will also authorise MyTrucking so that your invoices will be automatically created in MYOB when sent from MyTrucking.

You need two passwords to authenticate with MYOB. Your My.MYOB password used to login to MYOB (usually your email and password) and the Administrator password to access the Company File.

NOTE: You are required to have Administrator access to MYOB to authorise the connection.  

When the wizard has completed your system will be set up ready to start adding jobs.

MYOB Essentials

The MYOB Essentials Wizard will also establish the connection and configure your system so you are ready to go in minutes.  

Essentials does not currently have a tracking function so there is no "jobs" feature in MyTrucking for Essentials.

Essentials only uses "Item Invoicing" when connecting to another system.
Items set up in Essentials will be imported as Products. If Products are created in MyTrucking, they will create Items in Essentials.

Need more help?

Reach out to our MyTrucking Experts from the Messenger or search for more Help Articles.

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