Knowledge Base - Help Center

How to import data from MYOB using web?

Updated on August 11, 2023

1. On your Scenario Dashboard, click on “Make A Scenario”

2. The Import Data window will appear.

3. Click “Provider Options” and Select “MYOB”.

4. Link your MYOB Company or choose a company that you already linked.

5. Name your scenario.

6. Select your prefered currency (Applicable for Accelelerated plan only).

7. Set your Cash Threshold (default is set to 0) then Specify your Start Date and End Date.

8. Click the corresponding toggle button to Include Invoices and Bills.

9. Click “Import”.

Note: Make sure to allow pop-ups in your browser for this.