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Onboarding Process
Five Tips for a Smooth JobFlow ImplementationBrowser and Device RequirementsAdding a New UserCreating an Individual Customer 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
Xero Invoicing Settings Set UpConnecting JobFlow to XeroExporting 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 Calendar Based SchedulerHow to use TimesheetsJob Status and What They MeanPreparing a Job for Scheduling
Dockets
Understanding the Dockets SystemHow To Setup Docket TemplatesHow do Drivers Create DocketsAdding Dockets to a New or Existing Job

Connecting to MYOB

Follow these steps to connect JobFlow to MYOB. Once connected, JobFlow can automatically create draft invoices in MYOB when a job is moved to the Invoice state.

1. Log in to JobFlow Admin

Log in using your JobFlow Admin account to access integration settings.


2. Open the MYOB Integration Settings

Click on the hamburger menu → Settings → MYOB settings

This opens the MYOB integration setup page.

3. Start the Connection Process

Click + Connect to MYOB AccountRight.

This begins the authentication process with MYOB’s cloud service.

 

4. Log in to MYOB AccountRight Cloud

A MYOB login window will appear.

  • Enter your MYOB AccountRight Cloud username and password.
  • Approve access when prompted.

5. Select Your Cloud Company File

After logging in:

  1. Choose your Company File from the dropdown list.
    • Only cloud‑enabled AccountRight files will appear.
  2. Enter the Company File Login and Password.
    • This is the login for the specific file stored in the MYOB cloud.
    • If your login does not work then use 'admin' and leave the password blank
  3. Click Save.

 

6. Confirm Successful Connection

If the connection is successful, you will see the confirmation 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.”

This means JobFlow is now authorised to create draft invoices in your cloud‑hosted MYOB file

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