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Setting up surcharges for MYOB integrations
Overview
- Set taxes as surcharge to sync them as sales or income instead of taxes.
Setting up surcharges
If you've created taxes in Square but they are intended to record surcharges (e.g. card or public holiday), you need to select the appropriate option to sync them as sales or income.
Laura Tien
April 13, 2023
Map sales by product or category for Square integrations
Overview
- You can break down your sales and map specific accounts to each product or category to get better insights into your business.
Break down sales invoice by product or category
The integration can split the sales into multiple line items summarising each product or category total. Before you start, create the income or revenue accounts (if you haven't already) that you wish to see in your reports. For example, you may want to create an account called Food Sales and another one for Beverage Sales.
Laura Tien
April 12, 2023
Updating the tax types mapping
Overview
- Map the taxes you've set up in your POS or eCommerce app to the tax types in your accounting app.
Update tax types mapping
If you've made any changes in your taxes in your POS or eCommerce app, updating your integration tax settings is necessary to prevent sync issues.
Laura Tien
April 12, 2023
Overview
- Accounts and payment types mappings can be accessed by selecting Advanced setup.
- Map sales, discounts, payments and other accounts.
Update accounts mapping
You can update the accounts mapping in your integration settings at any time. If an account was previously used for mapping and you edited or deleted it, it might cause the account to be unmapped from the integration. Updating your integration's accounts mapping is necessary to prevent sync issues.
Laura Tien
April 12, 2023
Updating the bank accounts mapping for Square integrations
Overview
- Mapping bank accounts to automatic and instant transfers.
Update bank accounts mapping
If you've updated your linked bank account in Square, ensure the same account reflects in your accounting app. For the integration to sync the Square payout transfer, you must map the updated bank account in the integration settings.
Laura Tien
April 12, 2023
Order level refund for BigCommerce integrations
Overview
- Order level refund is used when you wish to refund a custom value. When this refund option is used, any existing order tax will not be recalculated as per the support document in BigCommerce (reference: BigCommerce Help Center).
How it works
When refunding a custom value and the tax is not being recalculated, it also means that the appropriate tax rate for the refund will not be synced. BigCommerce will always report zero tax for this type of refund and that’s why our suggestion is to map it to a 0% or tax exempt tax rate.
Laura Tien
March 21, 2023
Sales tax (Refunded line item) for BigCommerce integrations
Overview
- There are orders processed in BigCommerce where the tax rate and amount is no longer available after a refund has been processed. The “Sales Tax (Refunded Line Item)” mapping is a fallback tax type that will be used when the tax information can no longer be retrieved.
How it works
When an order has been paid and closed, the order will contain the tax rate and tax amount information. However, when a refund is processed after the order has been closed, the data that we can retrieve will no longer show the tax information on the refund and order.
Laura Tien
March 21, 2023
Show POS sales on GST report for MYOB integrations
Overview
- MYOB integrations use the accrual basis of accounting.
- Generate a GST report showing the GST from the sales on your POS system.
Data synced by the integration reflects on the accrual basis GST reporting. The integration pushes sales into an invoice with a zero total. Invoices with Closed status, are excluded from the cash accounting method.
Laura Tien
March 21, 2023
Invoice total amounts are zero for MYOB integrations
Overview
- Learn about how payments are synced
- Refund transactions are also synced into sales invoices
Invoice payments
Creating an invoice payment in MYOB requires a bank account to receive the payment. However, the integration syncs certain payment types into current assets and current liabilities clearing accounts. As a result, payments are synced into the invoice line items with negative amounts to be recorded in the current assets and current liabilities clearing accounts.
Laura Tien
March 21, 2023