OverviewConnect Square and MYOB to start syncing your daily sales transactions.
- On a daily basis, the integration will sync a summary of your previous day’s sales data from Square into MYOB AccountRight or Essentials generating an 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 Square sales and payments in MYOB.
Before you start
How to setup the integration
- Register or sign in the Amaka dashboard to get started.
- Click the New integration button and select Square + MYOB from the integrations list to commence the setup.
- Sign in to your Square account by clicking the Connect new account button underneath Square logo. Follow the guided authentication process to grant all relevant permissions.
- Authenticate your MYOB account following the same procedure, then click Save + Continue.
- Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
- 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 setupEvery day, an invoice with your daily sales summary will be created into MYOB.
The integration will automatically map sales and payments from Square into MYOB by creating the following default accounts:Default accounts mapping
Scroll horizontally for more.
Account and code mapping
|Sales Type||Default MYOB Account Name||Default MYOB Account Type||Default MYOB Account Code||Default MYOB Account Tax Code (AU)||Default MYOB Account Tax Code (NZ)|
|Shipping/Delivery Fees||Square Shipping/Delivery Fees||Income||4-0102||FRE||Z|
|Service Charges||Square Service Charges||Income||4-0103||GST||S15|
|Square Fees||Square Fees||Expense||6-0100||GST||S15|
|Square Chargebacks||Square Chargebacks||Expense||6-0101||GST||S15|
|Tips||Square Tips||Other Current Liability||2-0100||N-T||N-T|
|Gift Card||Square Gift Card||Other Current Liability||2-0101||N-T||N-T|
|Square Balance Adjustments||Square Balance Adjustments||Other Current Asset||1-0103||N-T||N-T|
|Payment Type||Default MYOB Account Name||Default MYOB Account Type||Default MYOB Account Code||Default MYOB Account Tax Code (AU)||Default MYOB Account Tax Code (NZ)|
|Card Payments||Square Balance||Bank||1-0100||N-T||N-T|
|Cash||Square Cash Clearing||Other Current Asset||1-0101||N-T||N-T|
|Square Gift Card||Square Gift Card||Other Current Liability||2-0101||N-T||N-T|
|Bank Transfers||Square Other Payment Clearing||Other Current Asset||1-0102||N-T||N-T|
|Third Party Cards||Square Other Payment Clearing||Other Current Asset||1-0102||N-T||N-T|
|All Other Payment Types||Square Other Payment Clearing||Other Current Asset||1-0102||N-T||N-T|