Overview
Note: Help content (except videos) has been updated to reflect the UI/UX changes in BQE CORE.
Data integration between BQE CORE and MYOB AccountRight can make your time billing, accounting and financial management tasks easier. Although CORE is a full-featured business management and accounting program, you might still be using AccountRight for integrated payroll, inventory, multiple currency transactions, profit and loss analysis, and other financial tasks. When integrated, CORE and AccountRight deliver a virtual program that ensures data accuracy, eliminates time-consuming duplicate manual data entry, enhances flexibility, and increases control over your bottom line. There are some differences between CORE and AccountRight that should be understood to ensure smooth and accurate data synchronization. Click to watch this video on managing data integration with MYOB AccountRight.
CORE integrates with MYOB AccountRight 2019.2.1 or above (it does not integrate with MYOB Essentials). CORE can sync data bidirectionally with AccountRight, which means it can send data as well as get data. The table below shows the direction in which data can flow between CORE and AccountRight. Whether it flows in one direction or the other (or both) depends on your sync settings. Click here for detailed mappings.
| CORE Data | Data Flow | AccountRight Data |
| Chart of Accounts |
<-> |
Accounts |
| Classes |
<-> |
Categories |
| Activity Items |
<-> |
Activities |
| Expense Items |
<-> |
Items Bought |
| Employees |
<-> |
Employees |
| Vendors |
<-> |
Suppliers |
| Clients |
<-> |
Customers |
| Projects |
<-> |
Jobs |
| Time Entries |
<-> |
Activity Slips or Time Sheets |
| Invoices |
<-> |
Invoices |
| Payments |
<-> |
Payments |
| Purchase Orders |
<-> |
Orders |
| Vendor Bills (Expenses) |
<-> |
Bills |
| Retainers |
<-> |
Client Credits |
During data synchronization, CORE either overwrites the duplicate data, if any, or leaves it as is, depending on the overwrite rules specified by you in Sync Settings. If you are sending CORE data from individual screens using the Actions > Send To option in the detail view, it does not obey the sync rules and filters set in the Sync Settings screen. The sync settings are effective when doing a batch sync from the Integrations screen. Sometimes you might have to enter data separately in both programs. You can manually check and merge the duplicate data or else use the Record Mappings option to match or un-match synced data between the two databases.
Although you can use our built-in data integration tool to sync your data between the two programs, there are some limitations in doing that. We recommend that option only if you continue to use both MYOB AccountRight and CORE for your business needs and plan to sync the data regularly. However, if you plan to switch to CORE completely and want to transfer all the accounting data and detailed transactions, we recommend using our Custom Conversion Services.
How To
Field Descriptions
| Field Name | Field Description |
| Integrations > AccountRight Sync Detail > Details | |
| History |
Displays a history of the previous synchronizations taken place between CORE and MYOB AccountRight, if any. This sync log shows you the date, time, description and action taken. |
| More: Clear Sync Log |
You can clear the sync log if you do not want to see the sync history between the two programs. |
| Export as CSV |
You have an option to export the sync log as a comma-separated values (.csv) file that can be viewed in Microsoft Excel or any other spreadsheet program. This allows you to focus on the most recent sync history while maintaining a record of the previous history. |
| Integrations > AccountRight Sync Detail > Sync Settings > Get > | |
| If record exists, overwrite? |
You can specify the rule for overwriting data in CORE when receiving it from AccountRight, if that record already exists here. For instance, if both CORE and AccountRight have a record for employee John Doe, this rule determines whether upon synchronization that record will be updated or not.
|
| Default Bill Rate |
You need to set a default bill rate of employees received from AccountRight. By default, the value is taken as 1. You can also change these values later in CORE > Employees. |
| Default Cost Rate |
You need to set a default cost rate of employees received from AccountRight. By default, the value is taken as 1. You can also change these values later in CORE > Employees. |
| Set bill rate as pay rate multiplier of |
CORE allows you to set the bill rate of employees received from AccountRight based on a pay rate multiplier. Thus, if pay rate changes in AccountRight, the bill rate can be easily updated in CORE. |
| Integrations > AccountRight Sync Detail > Sync Settings > Send > | |
| Ignore last sync date |
CORE ignores the date when it last synchronized data with AccountRight for the selected feature. The last sync date is used for reference when you want CORE to send data since this date. |
| If record exists, overwrite? |
You can specify the rule for overwriting data in AccountRight when sending it from CORE, if that record already exists there. For instance, if both CORE and AccountRight have a record for employee John Doe, this rule determines whether upon synchronization that record will be updated or not.
|
| Transfer Hours |
For time records only: Sends actual hours worked to AccountRight instead of billable hours (Client Hours). |
| Include purchase tax amount when sending vendor bills to AccountRight |
You can choose to include Purchase Tax Amount associated with the expense line items of CORE vendor bills when syncing them over to MYOB AccountRight. In this case, CORE syncs Charge Amount of the associated item bills to AccountRight instead of Cost Amount as it calculates the purchase tax in CORE on the Charge Amount and not the Cost Amount. Otherwise, the vendor bills are sent without the purchase tax. This option is selected by default for Australia and New Zealand regional settings. |
| Integrations > AccountRight Sync Detail > Sync Settings > Accounts > Default > | |
| Tax Code | Before sending data such as vendors, clients, and accounts besides adjustment entries from CORE, you can specify the tax code and rate to be assigned to them. Depending on the tax account specified here, different tax type and rate applies to the synced data. If the tax code is not set here, then items are transferred as non-chargeable or non-billable. |
| Activities Sent to AccountRight: Income Account | Before sending billable activities to AccountRight, you need to specify the income account to be assigned to them. This is the account that is posted to when the service and tax amounts transfer to AccountRight. If an income account is not specified here, then activity items are transferred as non-chargeable activities. |
| Expense as Items Bought: Income Account | Before sending expenses to AccountRight, you need to specify the income account to be assigned to them. This is the account that is posted to when the expense and tax amounts transfer to AccountRight. If an income account is not specified here, then expense items are transferred as non-chargeable expenses. |
| Expense Account | Before sending expenses to AccountRight, you need to specify the expense account to be assigned to them. This is the account that is posted to when expense and tax amounts transfer to AccountRight. If an expense account is not specified here, then expense items are transferred as non-chargeable expenses. |
| Activities/Expenses Sent to AccountRight: Tax Code |
You have to specify the tax code and rate for the activity and expense items being sent to AccountRight. This is important to handle taxes correctly when sending over invoices. Depending on the tax account specified here, different tax type and rate applies to the synced data, including invoices, bills and POs. Note: If you want to ensure that tax is not applied to non-taxable time or expense entries when sending invoices to AccountRight, you must choose the tax code accordingly here for those items using sync filters (Sync Settings > Send > Activity and Send > Expense). |
| Payment Sent to AccountRight: Deposit Account | You need to specify a bank or asset account to be assigned to the CORE payments transferred to AccountRight. This is the account into which payments are deposited in AccountRight. |
| Time Entries Sent to AccountRight: Payroll Category | Here you can set the default payroll category for the activity slips to be used when sending time entries from CORE to AccountRight. This is optional. |
| Do not send MST/MET/Item Taxes as line item... | Check this option if you do not want the main taxes (MET/MST) or item-level taxes (Tax 1/2/3) to be sent to AccountRight as separate line items. |
| CORE Code |
This is a list of various line items on CORE invoices that are being sent to AccountRight. You can assign the default AccountRight accounts and tax codes to each of them for those project invoices that are synced without time and expense details. |
| AccountRight Income Account |
Every invoice item in MYOB AccountRight must be assigned to an account. For summarized invoices where you are not sending time and expense details, you must specify default AccountRight income account here for various invoice items. These are the accounts that are posted to when the service, expense, tax, retainer, late fee and other invoice amounts transfer to AccountRight. |
| AccountRight Tax Code |
Every invoice item in MYOB AccountRight must be assigned to a tax code and rate. For summarized invoices where you are not sending time and expense details, you must specify default AccountRight tax account here for various invoice items. These are the accounts that are posted to when the tax amounts transfer to AccountRight. |
| Integrations > AccountRight Sync Detail > Sync Settings > Accounts > Project > | |
| Assign To |
When sending summarized invoices to AccountRight, CORE typically assigns the default tax codes set on the Accounts > Default tab to invoice line items, such as service amount, service tax, discount, late fee, etc. However, you can override those tax codes by assigning the project-level tax codes here. |
| Project/Project Group |
You can choose to specify the tax codes for various invoice line items at the project-level for the selected project or project group. |
| Integrations > AccountRight Sync Detail > Sync Settings > Accounts > Payroll > | |
| Assign To |
When sending time entries to AccountRight, CORE typically assigns the default payroll category set on the Accounts > Default tab to all types of time entries, such as regular time, overtime, vacation, etc. However, you can override that payroll category by assigning the employee-level payroll categories here. |
| Employee/Employee Group |
You can choose to specify the payroll categories for all types of time entries at the employee-level for the selected employee or employee group. If you assign payroll settings to an employee group (say ‘All’), you no longer have to go back to Sync Settings every time you add a new employee to that group. CORE automatically assigns these settings to the new employee. |
| Payroll Category |
The payroll categories are the types of time entries and related compensation offered to employees in AccountRight. CORE allows you to assign those categories to its payroll items such as regular time, overtime, vacation, sick, etc. on an employee or employee group basis. Each payroll category can have its own default G/L account. The time entry transferred from CORE will then accordingly correspond to the AccountRight payroll item. |
| Integrations > AccountRight Sync Detail > Sync Settings > Invoices > | |
| Do not send time details... | You can choose to send invoices to MYOB AccountRight with time details or without time details in a summarized format. Here you can choose the project contract types for whom you do not want to send time details, such as fixed, cost plus fixed fee, recurring with cap, etc. |
| Do not send expense details... | You can choose to send invoices to MYOB AccountRight with expense details or without expense details in a summarized format. Here you can choose the project contract types for whom you do not want to send expense details, such as fixed, cost plus fixed fee, recurring with cap, etc. |
Synchronization Rules
To ensure accuracy and completeness of data synchronization, CORE uses some synchronization rules. Some of these rules are not relevant for the first-time data synchronization between CORE and MYOB AccountRight, but might be applicable in future.
| CORE to AccountRight | AccountRight to CORE |
| MYOB accepts the transfer of transactions only if their dates are after the start date of the AccountRight company. Syncing of time, expense, invoice, and payment data is possible only if the record dates are after the start date of the company. Thus, when you are syncing data with AccountRight for the first time and manually entering invoices or payments from a prior fiscal year, be sure to check the start date of the AccountRight company to prevent loss of data. |
| CORE to AccountRight | AccountRight to CORE |
| When data is received from AccountRight, the system date is converted to UTC (Coordinated Universal Time) and is recorded in the Last Modified date field for each record. |
| CORE to AccountRight | AccountRight to CORE |
| Because AccountRight does not require or have the same data fields as CORE, CORE inserts placeholder data in the required fields—FromMYOB —when receiving data. As a part of the data checking procedure, you should change FromMYOB to whatever value you want for the field. |
| CORE to AccountRight | AccountRight to CORE |
| When you send data using the Send menu, follow the order of the listed items. For example, sync clients before projects and invoices before payments. | When you get data using the Get menu, follow the order of the listed items. For example, sync clients before projects and invoices before payments. |
| CORE to AccountRight | AccountRight to CORE |
| CORE syncs the Bank (IOLTA) account as a normal operative bank account to AccountRight. | If you are re-syncing an account from AccountRight that has trust fund transactions associated with it, CORE does not allow updating its account type. However, if there are no transactions associated with it, the account type is changed to 'bank' in CORE. |
| CORE to AccountRight | AccountRight to CORE |
| Prior to sending activities from CORE to AccountRight, if you have not specified the AccountRight accounts and tax code in Sync Settings, billable activity items transfer as non-chargeable activities to AccountRight. Chargeable and non-chargeable fields cannot be updated after data is sent. | It is a good practice to get activities from MYOB AccountRight with the correct accounts and tax codes into CORE. |
| CORE to AccountRight | AccountRight to CORE |
| When transferring employee data from AccountRight, CORE checks to see if the optional bill and cost rate fields in AccountRight contain values. If they do, it transfers them to an employee’s profile. If the fields are blank, CORE inserts $0 placeholder value in the Bill Rate and Cost Rate fields in the Employees screen. |
| CORE to AccountRight | AccountRight to CORE |
| When sending data to AccountRight, if you have vendor’s first name and last name specified, but not the company name, then the mapping is as follows: First name - First Name Last name - Last Name But if we have the company name and do not transfer first and last name of the vendor, then the mapping is as follows: Company – Name Designation gets set according to the fields transferred. It is true for client also. |
| CORE to AccountRight | AccountRight to CORE |
| Maximum length for Project ID and Activity ID in AccountRight is 15 characters. If you have integrated with AccountRight, you are warned if you create new projects and activities with more than 15 characters. | Because CORE requires assignment of a project manager and there is no corresponding field in AccountRight, CORE creates a new employee record with placeholder values FromMYOB as part of the sync from AccountRight to CORE. |
| When projects are sent to MYOB, those with the status Completed, Hold, Cancelled and Inactive are transferred as inactive. Projects with status other than these are transferred as active. | In MYOB, you might have billed customers rather than jobs. For such situations, CORE creates projects on the fly when you get invoices from MYOB. The Project ID is based on the Client ID on the invoice. If there is no project name, CORE puts the FromMYOB placeholder value in the Project Name field. |
CORE bypasses some project rules when getting transaction data like time and expense entries, bills, etc. because it restricts entering data on sync, leading to sync failures. These rules are ignored during sync:
|
| CORE to AccountRight | AccountRight to CORE |
| You should send approved time entries only if you do payroll in AccountRight. | You cannot sync time entries older than January 1, 1901 in CORE. If entries older than this are received in CORE, they are saved with the date January 1, 1901. |
| You can get time entries from AccountRight as Activity Slips or Timesheets. For activity slips, you can specify units as well as rates in AccountRight, which are then transferred to CORE. | |
| CORE bypasses project assignments, DCAA rules and Access Management restrictions while getting time entries from AccountRight into CORE. |
| CORE to AccountRight | AccountRight to CORE |
| Draft invoices are not sent to AccountRight. Also, invoices, including phased invoices, with zero value do not transfer. The only exception to this is retainers. You can send such invoices to AccountRight in spite of having a $0 bill value. | When getting invoices from AccountRight, several scenarios can arise.
|
| If a joint invoice is sent to AccountRight, it is converted into multiple invoices there with the respective projects and amounts, but a single client. | When getting invoices from AccountRight (having multiple items for multiple projects, but with the same client), CORE creates a joint invoice for them. In this case, the Invoice Client ID becomes the Project Client ID in CORE. However, if the clients on the invoices are different, then CORE does not get those invoices. |
| Invoices are sent to AccountRight with or without time and expense details (depending on your MYOB AccountRight edition). Full details can be sent, but the summary line items with zero values are skipped. | When getting invoices from AccountRight without time and expense entries, they are received as manual invoices. With some editions, time and expense data also transfers. |
| CORE allows the transfer of late fee charges to AccountRight just as standard invoices. | Project-level accounts are used for invoices transferred to CORE via data synchronization. |
| The invoice items are sent to service amount, expense amount, and discount. Discounts are applied prior to the taxes on the items. For invoices created in CORE with Main Service Tax (MST) and Main Expense Tax (MET) attached to them, the values of Service Amount, Expense Amount and Discount are sent to the respective fields in AccountRight (value prior to taxes). To each item, GST is assigned as the tax code, and the MST and MET amount is assigned as the tax amount for Service Amount and Expense Amount. GST includes item taxes when transferring invoices. | When getting invoices from AccountRight into CORE, the ePayments option is turned on by default for those synced invoices. |
| If a split billing invoice is sent from CORE, it syncs as multiple invoices against the clients that are associated with the projects part of the split billing invoice. However, only the time and expense details of the project that has Split Billing enabled in CORE are synced; for other projects involved, time and expenses sync as summarized items against the adjustment items 'COREServiceAmt' and 'COREExpenseAmt'. |
| CORE to AccountRight | AccountRight to CORE |
| When sending retainers to AccountRight, both client and project retainers are transferred as client credits in AccountRight. | When getting the retainers from AccountRight, the value is stored as client retainer in CORE. |
| CORE to AccountRight | AccountRight to CORE |
| When invoices are sent from CORE, the payments are transferred along with the invoice data. | AccountRight payments transfer to CORE along with the related invoice data. If a payment does not have associated invoice data (for example, invoice number), it is transferred as a client retainer to CORE. |
| As with retainer payments, CORE syncs 'Accept as Trust Fund' payments as a zero value invoice to AccountRight against the CORE adjustment items 'CORERetainerChargeItem' and 'CORERetainerPayment'. CORE also syncs the 'Use Trust Fund' payment as a negative invoice line against the adjustment item 'CORERetainerChargeItem', thus adjusting the invoice amount with respect to the payment amount. | If the Client ID on the invoice in CORE does not match with the Client ID on the AccountRight payment, it is not transferred to CORE. |
| Project-level accounts are used for payments transferred to CORE via data synchronization. |
| CORE to AccountRight | AccountRight to CORE |
| Project PO numbers are mapped with the Customer PO numbers in AccountRight when you sync the associated invoices from CORE to AccountRight. | CORE bypasses project assignments, DCAA rules and Access Management restrictions while getting purchase orders from AccountRight into CORE. |
| CORE to AccountRight | AccountRight to CORE |
| If the Reference Number is not specified for the vendor bills in CORE, on sending such bills to AccountRight, the Supplier Invoice Number field stays blank there. | CORE bypasses project assignments, DCAA rules and Access Management restrictions while getting vendor bills from AccountRight into CORE. |
| When sending vendor bills and expenses to AccountRight, they do not include the purchase tax by default. You can choose this option under sync settings. |
Connect with AccountRight
CORE allows you to sync your data with your MYOB AccountRight database by adding that software. You can then connect to your AccountRight data file. The authentication and company selection process is handled by AccountRight but CORE provides the synchronization feature to initiate the data transfer.
To add MYOB AccountRight in CORE, watch this video or follow these steps:
- Open the Integrations screen from the side menu > Settings.
- On the Applications panel, select your accounting software, AccountRight, from the list and click to connect with it.
- CORE tries to connect with your AccountRight database and prompts you to sign in. It then prompts you to authenticate your MYOB account using the two-factor authentication.
- After a successful sign-in, you need to allow CORE to access your MYOB account. Click 'Allow access'. When the information is verified, CORE establishes a connection with your AccountRight online account.
- On the AccountRight Sync Detail screen, click Select Company on the grid.
- On the AccountRight Company Login dialog, enter your Administrator login credentials:
- User Name
- Password (leave it blank if the password is not set in MYOB)
-
Click Save.
On the AccountRight Sync Detail screen, you can first set your synchronization rules and then start syncing data.
Specify Sync Settings
CORE provides you the ability to sync your data with MYOB AccountRight. But before doing that, you must review and set the synchronization rules for smooth and accurate data integration. AccountRight requires accounts for every item and transaction. A key step in the data integration process is to assign general ledger (G/L) accounts to CORE items prior to the synchronization. Before specifying the sync settings, read the above section on Synchronization Rules.
To specify your sync settings for AccountRight, watch this video or follow these steps:
- Open the Integrations screen from the side menu > Settings.
- On the Applications panel, click AccountRight on the grid (if you are already connected to the company file; else you have to add the software and log in).
- On the AccountRight Sync Detail screen, click Select Company.
- For the first time, you are prompted to log into your AccountRight company. On the AccountRight Company Login dialog, enter the required information (leave Password blank if it is not set in MYOB) and click Save.
- On the AccountRight Sync Detail screen, go to the Sync Settings > Send tab to select the default settings for sending data to AccountRight. Check Field Descriptions above for details.
- Next, go to the Get tab to select the default settings for getting data from AccountRight. You can also assign accounts to various items being synced. Check Field Descriptions above for details.
- Click Save Settings.
Sync Data with AccountRight
CORE allows you to sync your data with MYOB AccountRight. After specifying the synchronization settings, you can start the sync process.
To sync your CORE data with AccountRight, watch this video or follow these steps:
- Open the Integrations screen from the side menu > Settings.
- On the Applications panel, click AccountRight on the grid (if you are already connected to the company file, else you have to add the software and log in).
- On the AccountRight Sync Detail screen, click Select Company.
- For the first time, you are prompted to log into your AccountRight company. On the AccountRight Company Login dialog, enter the required information (leave Password blank if it is not set in MYOB) and click Save.
- On the AccountRight Sync Detail screen, depending on whether you want to get data from AccountRight or send data to AccountRight, click that option. Check Field Descriptions above for details.
- Get
- Send
-
On the drop-down menu, click the data you want to receive or send, say Account. It is best to follow the order of the menu for syncing data. Else, you can click All Items at the bottom of the list to sync all the data.
Assign Accounts for Data Sync
AccountRight requires accounts for every item and transaction. This is so because each item in MYOB is assigned an account to post the related transactions to it. A key step in the data integration process is to assign general ledger (G/L) accounts to CORE items prior to the synchronization. You can delete Chart of Accounts in CORE and replace it with the AccountRight accounts by syncing them over from AccountRight first. Similarly, you should also get the AccountRight class list into CORE and then assign both accounts and classes to items. Doing this ensures that all the items are correctly mapped to the correct income and expense accounts as well as classes.
Typically, companies prefer to map expense items individually as they do not use the same expense account for different expenses like mileage or outside consultant charges. It is preferable to create activity and expense (other charge) items in AccountRight and get them into CORE. This reduces the step of creating or assigning G/L accounts for them in CORE. By getting Chart of Accounts from AccountRight, you can map new activity and expense items directly to them in the CORE Activity Items and Expense Items screens. Similarly, you can map summarized invoices to a single income account by mapping the accounts on the Projects > Billing tab.
To specify accounts for CORE items, watch this video or follow these steps:
- Open the Integrations screen from the side menu > Settings.
- On the Applications panel, click AccountRight on the grid (if you are already connected to the company file; else you have to add the software and log in).
- On the AccountRight Sync Detail screen, click Select Company on the grid.
- On the AccountRight Company Login dialog, enter the required information (leave Password blank if it is not set in MYOB) and click Save.
- On the AccountRight Sync Detail screen, go to the Sync Settings > Accounts > Default tab.
- Select the default accounts, tax codes and payroll category for activity items, expense items and other data sent to AccountRight. Here, you can also select the default AccountRight income accounts and tax codes for each invoice line item in case you do not send time and expense details with invoices. Check Field Descriptions above for details.
Note: Tax items should be assigned to liability accounts. Also, if you leave this blank, default accounts specified at the item level are used.
-
Go to the Project tab if you want to override some of the default tax codes at the project-level. Check Field Descriptions above for details.
-
Similarly, go to the Payroll tab if you want to override the default payroll category at the employee-level. Check Field Descriptions above for details.
-
Click Save Settings.
-
Now go to the Invoices tab to select the project contract types for whom you do not want to send time or expense details with invoices to AccountRight. For example, you might prefer to skip sending expense details for fixed invoices, but send all the time details for hourly invoices. Check Field Descriptions above for details.
-
When you have finished, click Save Settings again.
Get Data from AccountRight
MYOB AccountRight users who are new to CORE should start by transferring their existing data to a new CORE database. After creating your CORE company and specifying settings, you can get your MYOB data into CORE using the Integrations feature and then verify the transferred data. As a best practice, you should delete Chart of Accounts in CORE and then get the accounts from AccountRight. This ensures that the activity and expense items synced are properly mapped to the AccountRight accounts.
To get your AccountRight data into CORE, watch this video or follow these steps:
- Open the Integrations screen from the side menu > Settings.
- On the Applications panel, click AccountRight on the grid (if you are already connected to the company file, else you have to add the software first and log in).
- On the AccountRight Sync Detail screen, click Select Company on the grid.
- On the AccountRight Company Login dialog, enter the required information (leave Password blank if it is not set in MYOB) and click Save.
- On the AccountRight Sync Detail screen, go to the Sync Settings > Get tab and specify your sync preferences for getting data, especially the date filters. Check Field Descriptions above for details.
- Click Save Settings.
- Then click Get and select the data on the drop-down menu that you want to get, say Account. It is best to follow the order of the menu for syncing data. Else, you can click All Items at the bottom of the list to get all the data.
Note: We recommend that you do not get the time and expense entries from AccountRight that are already invoiced. Use the date filters on Sync Settings to get only entries that have not been invoiced yet.
Send Data to AccountRight
CORE allows you to send your data to MYOB AccountRight using the Integrations feature. After setting the synchronization preferences in CORE, you can send your data to AccountRight and then verify the transferred data.
To send your CORE data to AccountRight, watch this video or follow these steps:
- Open the Integrations screen from the side menu > Settings.
- On the Applications panel, click AccountRight on the grid (if you are already connected to the company file, else you have to add the software first and log in).
- On the AccountRight Sync Detail screen, click Select Company on the grid.
- On the AccountRight Company Login dialog, enter the required information (leave Password blank if it is not set in MYOB) and click Save.
- On the AccountRight Sync Detail screen, go to the Sync Settings > Send tab and specify your sync preferences for sending data, especially the date filters. Check Field Descriptions above for details.
-
Click Save Settings.
-
Then click Send and select the data on the drop-down menu that you want to send, say Account. It is best to follow the order of the menu for syncing data. Else, you can click All Items at the bottom of the list to send all the data.
Map Records
After syncing your data between the CORE and MYOB AccountRight databases, you can view the mapped records as well as the unmapped records. You have an option to un-match the mapped records if they are not correctly matched in both databases. Similarly, you can match the un-mapped records, if needed.
Note: Groups are not included under this smart match feature.
To map records between AccountRight and CORE, watch this video or follow these steps:
- Open the Integrations screen from the side menu > Settings.
- On the Applications panel, click AccountRight on the grid (if you are already connected to the company file, else you have to add the software first and log in).
- On the AccountRight Sync Detail screen, click Select Company on the grid.
- For the first time, you are prompted to log into your AccountRight company. On the AccountRight Company Login dialog, enter the required information (leave Password blank if it is not set in MYOB) and click Save.
- On the AccountRight Sync Detail screen, go to the Record Mappings tab.
- Choose an option from the 'I want to map' drop-down and then review the un-mapped records of that feature on the Unmapped Records tab.
- Select the records on both sides of the grid that you want to map and click Map Selected.
After your confirmation, these records disappear from the Unmapped Records grid and appear on the Mapped Records grid.
Un-Map Records
After syncing your data between the CORE and MYOB AccountRight databases, you can view the mapped records as well as the unmapped records. You have an option to un-match the mapped records if they are not correctly matched in both databases. Similarly, you can match the un-mapped records, if needed.
Note: Groups are not included under this smart match feature.
To un-map the records between MYOB AccountRight and CORE, watch this video or follow these steps:
- Open the Integrations screen from the side menu > Settings.
- On the Integrated Products tab, click AccountRight on the grid (if you are already connected to the company file, else you have to add the software first and log in).
- On the AccountRight Sync Detail screen, click Select Company on the grid.
- For the first time, you are prompted to log into your AccountRight company. On the AccountRight Company Login dialog, enter the required information (leave Password blank if it is not set in MYOB) and click Save.
- On the AccountRight Sync Detail screen, go to the Record Mappings tab.
- Choose an option from the 'I want to map' drop-down and then review the mapped records of that feature on the Mapped Records tab.
- Select all the records on the grid that you want to un-map and click Remove Mapping.
After your confirmation, these records disappear from the Mapped Records grid and appear on the Unmapped Records grid.
Verify Synced Data
You should verify the transferred data in CORE and MYOB AccountRight after the synchronization process. This ensures that your information is accurate and complete before you begin normal processing. Data adjustments are needed especially in CORE after getting data from MYOB because it requires certain fields that might be optional in MYOB. You can verify the accuracy of data either by running reports or checking screens in detail.
Make sure to check the following data:
- General: Check the names or IDs of records (e.g., employees or projects) transferred from AccountRight. You can change them or replace the placeholders with actual data.
- Employees: When you get employees from AccountRight, make sure to check their profile, bill and cost rates, and security settings in CORE.
- Vendors: When transferred from AccountRight, CORE inserts $0 as placeholder value in the vendor records. If your vendors are going to enter time in CORE, be sure to revise the Bill Rate and Cost Rate for them.
- Clients
- Projects: CORE creates projects on the fly when you get invoices from AccountRight with missing projects. If there is no project name, CORE puts the FromMYOB placeholder value in the Project Name field. You must check and revise such names. You also need to assign a manager to all projects.
- Activity and Expense Items
- Time Entries: When you get time entries from AccountRight (as activity slips or timesheets), make sure to check the bill and cost rates in CORE because AccountRight does not require rates, but CORE does. For activity slips, you can specify units as well as rates in AccountRight, which are then transferred to CORE.
- Invoices
- Payments
- Accounts: Compare CORE and AccountRight accounts and aging reports. If the data is the same, your integration is successful. If it is not the same, the cause could be a journal entry that adjusted A/R or A/P. Or a record that did not transfer. The solution is usually making a manual adjustment in CORE.
After checking the data, you can change your sync settings to suit day-to-day synchronization, if you plan to do so.