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MYOB
MYOB is a comprehensive accounting platform designed to make financial management easy for businesses of all sizes. It offers solutions for tracking expenses, managing cash flow, and maintaining clear financial records. With MYOB, practices can reduce administrative workload, gain insights into their financial health, and focus on client care.
With MYOB you can:
- Streamline bookkeeping and invoicing: Easily track expenses, create invoices, and manage cash flow for a more organised financial process.
- Automate payroll and payments: Manage payroll and automate recurring payments, reducing manual work and ensuring timely transactions.
- Gain financial insights: Access clear financial reports to understand your practice’s performance and make data-driven decisions.
- Ensure tax compliance: MYOB supports GST reporting, BAS submissions, and other tax requirements, making end-of-year financial tasks easier to manage.
- Integrate with coreplus: Export data from coreplus and import it into MYOB to synchronise client invoices, simplifying account reconciliation and reporting.
The coreplus-MYOB integration allows you to export financial data from coreplus and import it directly into MYOB, streamlining bookkeeping for your practice. This integration enables practices to consolidate client invoicing, expenses, and payment records in one place, reducing data entry and ensuring up-to-date financial information.
Here’s how it works:
- Generate your client invoice report in coreplus.
- Export the report as a CSV file compatible with MYOB.
- Import the CSV file into MYOB to synchronise financial records, update invoices, and keep track of payments.
- Review imported records in MYOB to ensure accuracy and maintain organized financial records.
- Use MYOB’s reporting tools to analyse financial data and manage cash flow effectively.
Permissions
By exporting the MYOB report from your account, importing the data into MYOB, MYOB will be able to:
- View Client Demographics
- View Client Contact Details
- View Invoice
MYOB pricing is based on accounting features you need, charged in AUD with options for monthly or annual plans. See more on the MYOB pricing page.
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