Overview of WooCommerce + MYOB
Connect WooCommerce and MYOB to start syncing your daily sales transaction and managing settlements.
- Sales
- On a daily basis, the integration will find and sync settlements deposited on the integrated payment gateway or nonintegrated payment gateway into MYOB generating an invoice.
- You can customise your preferred sales summary view choosing from a wide array of formats.
- Transformation to single invoice with sales information including seller fees, subscription, refunds, and shipping charges in the line items and no payment applied to the final invoice pushed to the accounting package.
- Easily match the outstanding invoices to the deposit. The outstanding amount of the invoice would be consistent with the deposited amount.
Before you start
- Sign up for a WooCommerce account and a MYOB account (if you haven’t already).
How to set up WooCommerce + MYOB integration
- Register or sign in the Amaka dashboard to get started.
- Click the New integration button and select WooCommerce + MYOB from the integrations list to commence the setup.
- Sign in to your WooCommerce account by clicking the Connect new account button underneath WooCommerce logo. Follow the guided authentication process to grant all relevant permissions.
- You will need to ensure pretty permalinks are enabled in WooCommerce. Learn how to enable pretty permalinks in WooCommerce.
- You will need to confirm that your WooCommerce version is 5.8 or higher, and WordPress version is 4.4 or greater. See how to check your WooCommerce and WordPress version.
- Authenticate your MYOB account following the guided authentication process, 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.
If you have selected today’s date as your scheduled sync start date, your transactions will not appear in MYOB until tomorrow.
If you need assistance, you can close the wizard at any time and schedule a support session with one of our integration experts or contact your trusted accountant/bookkeeper for support. The integration will be saved as a DRAFT automatically.
Setup methods
Express setup
Every day, an invoice with your daily sales summary will be created into MYOB.The integration will automatically map sales and payments from WooCommerce into MYOB by creating the following default accounts:
Default accounts mappingTransaction Type Mapping
| Transaction Type | Account Name | Account Type |
| Sales | WooCommerce Sales | Sales |
| Coupons | WooCommerce Coupons | Sales |
| Shipping/Delivery Fee Revenue | WooCommerce Shipping/Delivery Fee Revenue | Sales |
| Transaction Fees | WooCommerce Fees | Expense |
| Adjustments | Adjustments | Sales |
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in WooCommerce.Recommended for professional bookkeepers and accountants.
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup. Schedule a call nowFAQ on how to set up WooCommerce + MYOB
Your WooCommerce version needs to be 5.8 or higher, and your WordPress version needs to be 4.4 or higher. You will need to validate this during the authentication step of the setup wizard. Due to the technical limitations (the integration is retrieving orders based on the filtering parameters introduced in WooCommerce 5.8), the user will not be able to proceed through the wizard – we will block it explicitly. See how to check your WooCommerce and WordPress version.
Yes, the integration is available globally.
As of the moment, support for Foreign Currency Transaction is not available for MYOB Business.
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.
You can set it when the WooCommerce+ MYOB integration runs a daily sync. As a default, it’s set to 3 am in your local time. Additionally, you can back sync your data by up to 12 months depending on what plan you’re on. Our support team can help you with this process.
The integration filters the accounts for each transaction and payment type. If you cannot find the account that you are trying to map, try checking the account category of the account. You can refer to default accounts mapping for the account categories appropriate to the transaction or payment type.
In case the account category is appropriate to the transaction you are trying to map, try checking the visibility of the account. You may need to tick the visibility for Sales, Other Payments and Other Receipts. Find out more.
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.
