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Visualcare integrates with MYOB AccountRight and MYOB Advanced via API to export client invoices and worker payroll data. Once connected, you map Visualcare services to MYOB accounts and export on demand from the Data Export area.

Connecting to MYOB

1

Open accounting software settings

Go to SettingsData ExportAccounting Software.
2

Select MYOB as the export target

Choose the MYOB option from the Invoice Export and/or Timesheet Export drop-downs, depending on what you want to export. Click Save.
3

Authorise the connection

Click the Authorise button and follow the prompts to connect to your MYOB company file. You’ll need your MYOB login credentials and the company file details.
4

Verify the connection

Once connected, the settings page shows the connected MYOB company file. Check the details to make sure the right file is linked.

Setting up for export

Before exporting, make sure the following are configured:

Client accounting codes

Each client needs an Accounting Code set on their profile so Visualcare knows which MYOB customer to send invoices to. Open the client profile and select the code from the Accounting Code drop-down.

Service accounting codes

Services in MaintenanceServices need accounting codes mapped to the correct MYOB accounts. This controls how invoice line items are categorised in MYOB.

MYOB jobs (optional)

If your organisation uses MYOB jobs to track costs by project or funding type, map the relevant job to each service or agreement. Missing job mappings cause export errors.

Worker accounting codes

For payroll exports, each worker needs an Accounting Code on their profile linking them to the corresponding MYOB employee or supplier contact.
After setting up or changing contacts in MYOB, use the Sync buttons under SettingsData Export to pull the latest MYOB data into Visualcare’s drop-downs.

Exporting data

Invoices

Navigate to TimesheetsData Export and select the invoice export option. Choose the date range and any filters, then click Export. Visualcare sends the invoice data to MYOB via the API connection.

Payroll

Navigate to TimesheetsData Export and select the timesheet export option. Choose the pay period and click Export. Timesheet data is sent to MYOB for payroll processing.

Common export errors

Running into issues?

See Integration troubleshooting for common errors and fixes.

Xero integration

Connect Visualcare to Xero for invoice and payroll export

Billing to accounting software

Overview of accounting software export options

Supported integrations

Full list of integrations supported by Visualcare