To do so please:
Click on your name icon
Choose "Account Settings"
Then untick "Show Australian Tax Categories" and hit save
This guide shows the Shoeboxed direct integration for AccountRight Standard or Plus, version 2014 of MYOB and above. . Check the bottom right end corner of your AccountRight window, you should see the following online icon:
-This FAQ is for AccountRight Live/cloud based company files and not for file/desktop based AccountRight.
-For the AccountRight file/desktop based AccountRight, please click here.
-Shoeboxed also supports AccountRight 19, and you can find information about working with that version by clicking here.
Connecting your Shoeboxed Account and your MYOB AccountRight 2013, 2014 and 2015 Live (Using cloud stored file).
Please follow the link below to get to the integration portal and choose MYOB AccountRight Live:
Please follow the steps below:
Log in to Shoeboxed
Log in to MYOB AR Live
Select Shoeboxed account and MYOB AR Live account business accordingly. (note that when you select the MYOB AR Live it will prompt you to put in the password for the live file that you are trying to connect to).
Click on Schedule.
Then you will be prompted to choose a default export type. So you can choose either to send transaction across as General Journal or Bill/Supplier Invoice or Spend Money.
Note for General Journal and Spend Money, you will be able to choose from which credit account it comes from. (See screenshot below)
You will be able to choose either to manually export them when you want to or if your wan the export to be automated then hit on the Submit button. (See screenshot below)
The very first Schedule might take a little while as the chart of account is being automatically imported from MYOB AR Live into your Shoeboxed account.
All the categories will have header "MYOB ARLive" in front of them. For example: "MYOB ARLive - 6-1200 General Repairs & Maintenance"
Exporting to MYOB AR Live as Bill/Supplier Invoice.
First make sure that your default export type is Bill/Supplier Invoice from the portal.
Once your documents are uploaded in your Shoeboxed account, go to your receipt tab and categorise your receipts accordingly.
Note: Whilst categorising you will be prompted to set rules up for future vendor to be allocated the same category.
Once your receipts are categorised with the MYOB AR Live chart of account categories, the system will automatically export those documents only. So make sure in Shoeboxed you assign a MYOB ARLive code to all documents that you want to export.
The export is scheduled to run every 2nd o'clock after the first schedule (e.g 12:00, 2:00, 4:00 and so on) and the last run and total documents exported will be displayed within the portal.
You can export them straight away from the portal by clicking on the Export now link.
You can edit the default export type from the portal by clicking on the Edit link.
You can remove the current mapping if need be from the portal by clicking on the Remove link.
You can also view the message in the Note field which will give you information on why the document hasn't exported.
Note to keep in mind of any financial year locked within your MYOB AR LIve account as export will fail if they belong to a particular locked range.
In your Shoeboxed account your exported items will have an "Exported" category or "Export failed" category next to each item. Once you've amended the gst amount for the item that have gst more than 10% go to the portal and click on Export now link in the portal.
Transactions will be exported into MYOB AR Live as Bill/Supplier Invoice.
To view them in your MYOB AR Live go to Command Centre then Purchase Register.
Note to view recent export you can view either (All Purchases) and filter by PO Number as MYOB AR Live assign the PO Number in sequential order.
Or you can make sure all bill are closed before exporting the new lot of documents from Shoeboxed then you can view only the new lot of documents in the Open Bills.
Exporting to MYOB AR Live as General Journal.
First make sure that your default export type is General Journal from the portal.
After you've categorised your documents just click on the Export now link from the portal.
To view them in your MYOB AR Live go to Transaction Journal then General.
Exporting to MYOB AR Live as Spend Money.
First make sure that your default export type is Spend Money from the portal.
After you've categorised your documents just click on the Export now link from your portal.
To view them in your MYOB AR Live go to Transaction Journal then Disbursement.
VIDEO TUTORIAL ON HOW TO SET RULES UP FOR FUTURE RECEIPTS FROM THE "MANAGE CATEGORY" PAGE.