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.

Log in to JobFlow Admin

Log in using your JobFlow Admin account
Admin access is required to configure MYOB integration settings

Open the MYOB Integration Settings

Open the Hamburger Menu
Navigate to Settings → MYOB
This opens the MYOB integration setup page

Start the Connection Process

Click + Connect to MYOB AccountRight
This begins the authentication process with MYOB’s cloud service

Log in to MYOB AccountRight Cloud

A MYOB login window will appear.

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

Select Your Cloud Company File

After logging in:

Choose your Company File from the dropdown list
- - Only cloud‑enabled AccountRight files will appear
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, use admin and leave the password blank
Click Save

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