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Previewing the results on MYOB connect
Previewing the results on MYOB connect
Updated over 3 years ago

The MYOB Connect preview performs a real-time check between Synergy and MYOB to see what data will be sent in the next sync. New invoices, credit notes, or payments that don't exist in Synergy / MYOB will be shown in the preview page. Use the Preview screen in MYOB Connect to:

  • Resolve any warning messages shown for the data about to be transferred to MYOB.

  • Check what invoices or credit notes will be created in MYOB.

  • Check the invoice contact records that will be created in MYOB.

  • Check what job items will be created in MYOB for the linked invoices or credit notes.

  • Check which payments will be imported or exported to MYOB.

  • Run the MYOB Connect sync once all errors shown have been resolved.

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