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Accounting System: Linking Tradify with MYOB Essentials

1. Click on Settings in the main navigation bar. Next click on Accounting System.

2. You must login to MYOB before Tradify can access your MYOB account. The first time you send an invoice to MYOB, you’ll be asked to select your accounting software. This will only be requested for initial set up. ​Select MYOB Essentials.

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3. Click on Login to MYOB and you’ll be redirected to the MYOB website and asked to login and authorise Tradify.

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4. To authorise Tradify, simply login to your MYOB account by entering your MYOB username and password.

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5. Click on Allow access.

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6. Once authorised, you will automatically be redirected back to Tradify. Select the appropriate account codes for Labour, Materials and your Bank Account then click OK

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If unsure of the account codes to use, your accountant or bookkeeper can help you with this or for more information on the Account Code Selections, click here.

 

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