Shopify + MYOB Setup Guide

Pamela Calilung
Customer success manager Request support

Overview of Shopify + MYOB integration

Connect Shopify and MYOB to start syncing your sales transactions, payments, products and stock-on-hand inventory values.

  • Sales
    • On a daily basis, the integration will sync a summary of your previous day’s sales data into MYOB generating an invoice or opt to sync each Shopify order into an individual MYOB invoice.
    • You can customise your preferred sales summary view choosing from a wide array of formats.
    • Capture all payment transactions including gift cards, tips, tax and payment fees.
    • Easily reconcile Shopify sales and payments in MYOB.
  • Cost of Goods Sold
    • Automatically synchronise the total cost from sold items and adjust the inventory amount, generating a journal entry.
  • Inventory
    • On a daily basis, the integration fetches all products from Shopify.
    • Each Shopify Product will only be created once as an MYOB Item.
    • An inventory adjustment is created on a daily basis to account for the stock movement between the stock count from Shopify and on-hand quantity in MYOB.

Before you start

How to set up Shopify + MYOB integration

  1. Register or sign in the Amaka dashboard to get started.
  2. Click the New integration button and select Shopify + MYOB from the integrations list to commence the setup.
  3. Sign in to your Shopify account by clicking the Connect new account button underneath Shopify logo. Follow the guided authentication process to grant all relevant permissions.
  4. Authenticate your MYOB account following the same procedure, then click Save + Continue.
  5. Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping, scheduler and inventory options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.

After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.


Express setup

Every day, an invoice with your daily sales summary will be created into MYOB.

The integration will automatically map sales, payments and inventory from Shopify into MYOB by creating the following default accounts:

Account and code mapping
Sales TypeMYOB AccountMYOB Account Type
SalesShopify SalesIncome
DiscountsShopify DiscountsIncome
Shipping/Delivery FeesShopify Shipping/Delivery FeesIncome
Shopify FeesShopify FeesExpense
TipsShopify TipsCurrent Liability
Gift CardShopify Gift CardCurrent Liability
AdjustmentShopify SalesIncome
Cost of Goods SoldShopify COGSCost of Sales
InventoryShopify InventoryCurrent Asset

For US regions only:

Transaction TypeQBO Account and Product NameQBO Account Type
Sales TaxShopify Collected TaxesOther Current Liability
Payment mapping
Payment TypeMYOB AccountMYOB Account Type
Shopify PaymentShopify Payment BalanceBank
CashShopify Cash ClearingCurrent Asset
Cash on Delivery (COD)Shopify Cash ClearingCurrent Asset
Gift CardShopify Gift CardCurrent Liability
Exchange CreditShopify Exchange Credit ClearingCurrent Liability
All Other Payment TypesShopify Other Payment ClearingCurrent Asset
Inventory mapping
Transaction TypeMYOB AccountMYOB Account Type
SalesShopify SalesIncome
Cost of Goods SoldShopify COGSCost of Sales
InventoryShopify InventoryAssets
Advanced setup

The advanced setup will allow you to choose your own custom mapping related to Shopify Sales, Cost of Good Sold, and Inventory. Take note that account filtering will only show MYOB Account Type which are Income, Cost of Sales, and Assets.

Recommended for professional bookkeepers and accountants.
Tax codes
ItemsTax Code
Items to SellGoods and Services Tax
Items to BuyGoods and Services Tax
SKU mapping
Products are mapped using SKU Values provided in the Shopify Field (Stock keeping Unit) and the MYOB Field (Item ID/Number). All SKU values from Shopify must be entered and unique across all product variants.
  1. Default Setup – Enabled, If the user does not require or intend on using SKU Values within MYOB.
    • The Integration will Proceed to map the product without SKU
    • SKU Number is not required/filled in Shopify Products
    • The Integration will create new items in MYOB regardless of items were already created prior to the integration
    • All Shopify Products have no SKU
    • The Integration will look up Shopify Products and make sure it has no duplicates
    • If SKU is detected or has duplicates and is not resolved the Integration won’t be able to create Product Mapping/Items in MYOB
  2. Disabled – The User may proceed to enable Advance Product Mapping
Advanced product mapping
  1. The Integration will fetch all Products in Shopify with SKU
  2. The Integration will fetch all Items in MYOB
  3. The User should map Shopify Products with MYOB Items created through the product filtering fetch in MYOB
  4. If left blank, the integration will auto-create a new MYOB item that will be mapped for the Shopify Product
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup. Schedule a call now

FAQ

Yes! Using our free integration, a summary of your previous day’s sales data is automatically synced from Shopify into MYOB as an invoice. This means you get perfectly reconciled accounts.
Forever free plan available. Visit our pricing page to find out more about premium features.
Of course! If you would like to request a walkthrough or discuss the capabilities of the integration in more detail, you may schedule a support session with one of our integration experts.
Sure, you can select the date that you wish the data to be synced from through the integration scheduler page.
In case you have revoked the access or changed credentials of an account used for an integration, you can easily reconnect it by expanding the options menu and clicking the Reconnect (or Edit) button in the Connected accounts page.
At any time, you can access your Amaka dashboard and disable an integration by either turning it OFF or deleting it entirely. You can follow the instructions here.

What’s next?

Need any help?
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