Set up your MYOB Integration

Available on Smokeball Bill, Boost and the Grow and Prosper+ Cloud Companion App

Use the MYOB integration to automatically send data around payments made in Smokeball to MYOB (all plans).

Before you begin

If you are connecting MYOB AccountRight, make sure you have configured the following:

  • The datafile is set to Online (if your datafile is not online please refer to the MYOB Help Article or contact MYOB).
  • User access settings are correct:
    1. Go to Setup and select User Access.
    2. Select the correct User ID in the left panel.
    3. Tick The user will sign on with a my.MYOB account and make sure the correct email address is entered.
    4. Select Close.

Integrate MYOB with Smokeball

  1. Go to Firm Settings in the Smokeball Web App.
    firmsettings.png
  2. Select MYOB from the left menu.
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  3. Select Connect to MYOB.
    • For MYOB Essentials v1: click the click here link.
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  4. A new tab opens in your browser, which redirects you to MYOB. Log in to MYOB and Allow access.blobid3.png
  5. Once connected, click back to Smokeball FMYOB integration settings.
  6. Select your MYOB Company File in the drop-down menu.
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  7. Tick Activate General Ledger.
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    • Operating Bank Account: select the operating bank account with account number 1.
    • Legal Fees Income Account: select the relevant Income account with account number 4.
    • Client Cost Recovery Income Account: select the relevant Income account with account number 4.
    • Client Cost Liability Account: select the relevant Expenses account with account number 6.
    • Surcharges Account: select the relevant Expenses account with account number 6.
  8. Click Save.

Upgrade to the new MYOB Integration

We have improved on the existing MYOB integration to better support firms operating on a hybrid or accrual-based accounting method. 

The original experience

Transactions entered into Smokeball would create a journal entry into MYOB to match the transaction. 

The new experience 

  • Invoices created in Smokeball are automatically created in MYOB.
  • When you apply payments, discounts, credit notes, interest or surcharges in Smokeball, they will also appear in MYOB.
  • You can now map your MYOB Bad Debts and Interest Charge accounts to Smokeball.
    • If you waive an invoice or partially waive an invoice, this will create a credit note. The credit note will map to the code you have set for Bad Debts in your Smokeball Firm Settings.

To upgrade to the new MYOB integration:

  1. Go to Firm Settings and select MYOB from the left menu.
  2. Click on the toggle next to Enable invoice integration. This option only appears if your Smokeball firm was set up prior to June 22nd 2023.
  3. Select Download Invoice Report – this report helps your accountant with the transition to the new integration by listing all current unpaid invoices in Smokeball. 
  4. Select the corresponding MYOB account under each account drop-down menu. 

    Important notes when mapping accounts
    • When mapping the codes in MYOB, ensure that the GST configuration for those accounts match the GST settings in Smokeball.
      • For example, if GST is included in a Smokeball item but the account in MYOB that it is mapped to is GST-free, this may cause discrepancies.
    • When an invoice is waived, a credit note is created that is attributed to the account set in Bad Debts. If you do not select a Bad Debts account, it will default to your Fee Income account.

    We recommend seeking advice from your accountant/bookkeeper if required.

How the new MYOB integration works

Once you have upgraded to the new MYOB integration, any new invoices created in Smokeball will automatically be created in MYOB. 

  • The debtor contact will also be automatically created in MYOB if they did not already exist in the system.
  • When a payment is applied to an invoice in Smokeball, it will also be reflected on the MYOB invoice. An invoice that is fully paid in Smokeball will be marked as paid in MYOB.
  • Credit notes applied to an invoice in Smokeball will also be created and applied in the corresponding MYOB invoice.
  • When a payment or credit is removed or reversed in Smokeball, this action is also reflected in the corresponding MYOB invoice.
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