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Help Center
Go back to Application
Onboarding Process
Five Simple ThingsMinimum RequirementsCreating a UserCreate a Customer, Add a Contact, and Link a SiteUnderstanding Item Codes and GL/Account Codes
MYOB Integration
Connecting To MYOBLinking Customers to MYOBHow to obtain an Address List of Customers in MYOBExporting Customers and Inventory from MYOBExporting from MYOBInvoicing to MYOB
Xero Integration
Getting Started with the Xero IntegrationConnecting to XeroInvoice SettingsExporting From XeroXero Integration in JobFlow
Jobs
Anatomy of the Job Page - Part 1 (Job Details)Anatomy of the Job Page - Part 2 (Tasks)Anatomy of the Job Page - Part 3 (Products and Summary) Ways to Create a Job within JobFlowSpray and Spread RecordingUploading a file to a JobHow to use the Job CalendarHow to use the Task PreviewerHow to use TimesheetsJob Status and What They Mean
Dockets
Understanding the Dockets SystemHow To Setup Docket TemplatesHow do Drivers Create DocketsAdding Dockets to a New or Existing Job

Connecting To MYOB

Set-Up:
1. Login to your JobFlow Admin account.
2. Go to the Menu > Settings > MYOB.

3. Click ‘+ Connect to MYOB AccountRight’.

4. Login to MYOB AccountRight.

5. Select your Company File from the drop- down list and enter it’s Login and Password details. You Company File contains all your MYOB business data. Click Save.

 

6. If it connects successfully you should receive the message: “You are now connected to MYOB AccountRight. Now if you change a job to the invoice state in JobFlow a draft invoice will be created in MYOB.”

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