MYOB
      Back to home
      1. Knowledge Base
      2. ResBook PMS - Integrations
      3. MYOB

      Connect to MYOB Using ResBook PMS

      System Settings - Connect to MYOB

      Provided that you have the MYOB accounting software on your computer, go to Settings (the gear icon) then select [System Settings] and scroll to find [MYOB]


      Please note: If MYOB is not on your ResBook PMS account, please submit a request.

      Step 1: Connect

      Click on [Connect to MYOB] and follow the instructions to connect.

      Alternatively, if this button is not visible then you will have the below interface, click on click here as highlighted to get started and follow the prompts. 


      Step 2: Operating ResBook PMS

      When using ResBook PMS to generate invoices, this can be done in 2 forms:

      Type Scenario ResBook PMS user Updated to MYOB
      1) Guests check-in Full payment is taken when a guest(s) checks in Invoice is generated; payment is collected at the counter and entered into ResBook PMS. The invoice is balanced. All invoices sent to MYOB would be displayed under Sales Register > Open Invoices.
      2) New Bookings New Bookings enter ResBook PMS Invoices are generated soon after bookings enter/is entered into ResBook PMS. All invoices sent to MYOB would be displayed under Sales Register > Open Invoices.

      Establish which method you will use for invoicing before filling out the details as on MYOB settings.


      Step 3: Configuring MYOB for ResBook PMS




      a) Simplest tracking:       To keep things simple and have all bookings mapped to one GL code, you will need to assign the GL code created within MYOB and to the 'Default GL Code' as per screenshot:


      b) Comprehensive tracking: If you wish to record each stock unit, please generate these under MYOB's Accounts List for all rooms/properties you are selling.

      In Resbook PMS, go to Settings (the gear icon) and select [Stock Conigurations] then find [Stock Units] then select the stock unit you wish to record and under the 'Name/Description' tab, enter the GL code next to the 'GL Code' field.



      Please note:       Any stock units not marked with a GL code, will be recorded automatically against the Default GL code (as indicated above).


      Step 4: Selecting how ResBook PMS updates invoices to MYOB




      Setting Update Type Explanation
      Arrival Date Automated All invoices for bookings generated soon after you check guests in will be updated to MYOB overnight.  (Step 4.1)
      Pushed Date to MYOB Manual updates ResBook PMS user manually updates MYOB .
      Invoice Generated Date Automated Applies to all bookings to which the ResBook PMS user has generated invoices for. These invoices are sent to MYOB  overnight. (Step 4.2)

      To automatically send invoices to MYOB, switch to [Yes]. Then save the settings.