MYOB NetoSync FAQ



Find our frequently asked questions below regarding MYOB NetoSync for Desktop.

Where should I apply payments to orders, in MYOB or Neto?

If the order or invoice was created in Neto apply the payment in Neto. If you apply payments in both MYOB and Neto you could run the risk of overpaying an invoice.

How do I run a MYOB integration task to push or pull data to or from MYOB?

Once you have completed the configuration, you can import and export data between the two applications.

Data is automatically pushed to and pulled from MYOB at scheduled times throughout the day. You can define your schedule for each process by going to to Neto dashboard and navigating to MYOB > Process Manager.

Click on the process name and scroll to down to find the Schedule section.



In the example above, the process will run once every day at 10:00am. Each process takes a few minutes to run once it is initiated.

It’s important to note NetoSync needs to be turned on at your local computer or server and your local computer or server must be connected to the internet for integration processes to run.

Manual Data Integration

You can manually run an export or import process at any time to transfer data to and from MYOB. From the Neto dashboard follow the steps below.
1. Navigate to MYOB > Quick Tasks .
2. Click on the process you want to run.

Please allow up to 3 minutes for the process to run.

It’s important to note NetoSync needs to be turned on at your local computer or server and your local computer or server must be connected to the internet for integration processes to run.

Once this process is complete, you can view results of the process from the Neto dashboard by navigating to
MYOB > MYOB Processes.

Starting and Stopping NetoSync On Your Server

In order for Neto to communicate with your MYOB company file NetoSync must be turned on. Processes will not run if NetoSync is not turned on.

The controls or icons for turning on and turning off NetoSync are usually located on your desktop or in a folder called “NetoSync”.

Starting NetoSync

To start NetoSync click on the “Start NetoSync Icon”. This is usually located on your desktop or in the NetoSync folder on your C:/ drive.

Stopping NetoSync

To stop NetoSync click on the “Stop NetoSync Icon”. This is usually located on your desktop or in the NetoSync folder on your C:/ drive.

MYOB Export Log - Monitoring Your Integration

You can check on the status of records and transactions that have been exported to MYOB from the Neto dashboard by navigating to MYOB > MYOB Exports.

If a transaction or record cannot be exported to MYOB, the reason for error will be noted. You can then correct the error and the transaction or record will be written down to MYOB the next time the related process runs.

If a transaction or record have successfully exported to MYOB, the Result column will show Successful. No further action is required on your end in this instance.

How do I map payment methods in Neto to MYOB payment methods?

So that payments received in Neto can be written down to the correct accounts in MYOB, you need to map your MYOB payment accounts to relevant payment methods in Neto.

For example:
Visa payments may be mapped to the “Credit Card Clearing” account in MYOB, while Direct Deposit payments may be mapped to the “ANZ Bank Account” account in MYOB.

To map payment methods in Neto to MYOB accounts:
1. Go to Setup & Tools > Payment Methods
2. Click the Payment Method name to map to MYOB account
3. On the payment method page, scroll down to the Accounting section and select your MYOB account from the Accounting Account dropdown list.
4. Save your changes and close
5. Repeat the same steps for all payment methods to be mapped to MYOB

Note: if you do not see your accounts in the drop down list then you have not linked your MYOB file to your Neto account and imported your chart of accounts or the account may not be setup correctly in MYOB. You can also enter the account number for the related account in the space provided below the dropdown list rather than selecting it (e.g.: 1-0190).

How do I edit my MYOB integration settings?

You can configure different integration rules from the Neto dashboard by going to Addons > MYOB and click Configure. The default settings usually suffice for most businesses however.

Example of some of the rules you can set at the above mentioned page:
• Do not use MYOB prices - If ticked, you must manage your pricing in Neto
• Use MYOB qty for store qty – Untick if you do not want the MYOB qty to control your available stock levels.

What do I need to do to prepare my data for MYOB integration?

Step 1. Setup a Shipping Item.

So that shipping costs for sales, returns or credits can be accounted for in MYOB, you must create an item in MYOB with the item code SHIPPING. This item should be setup as an item that is “Sold” (you can use any income account). You do not need to set it up as an item that is “Inventoried” or “Bought”.

Step 2. Setup a Surcharge Item.

So that surcharges can be accounted for in MYOB, you must create an item in MYOB with the item code SURCHARGE. This item should be setup as an item that is “Sold” (you can use any income account). You do not need to set it up as an item that is “Inventoried” or “Bought”.

For the above two items make sure that the item code matches exactly (case sensitive).

Step 3. Ensure your SKU’s are valid.

The item code or SKU is the unique identifier in Neto. The SKU in Neto must match the item code field in MYOB exactly for items to Sync. If the item codes do not match in both systems, product data will not sync. SKU’s in Neto are limited to 24 characters and can only include letters, numbers, dashes, underscores and periods. All other invalid characters will be stripped. Make sure that your SKU’s adhere to these rules in MYOB.

If you are importing items from MYOB into Neto then the items will be populated in Neto automatically and therefore the SKU’s will match.

Step 4. Ensure your customers have valid card ID’s.

The customer card ID or username is the unique identifier for customers in Neto. The username in Neto must match the card ID field in MYOB exactly for customers to Sync. If the usernames/card ID’s do not match in both systems, customer data will not sync. Usernames in Neto are limited to 24 characters and can only include letters, numbers, dashes, underscores and periods. All other invalid characters will be stripped. Make sure that your card ID’s in MYOB adhere to these rules.

If you are importing customers form MYOB to Neto then the customers will be populated in Neto automatically and therefore the card ID’s will match. Customers created in Neto are exported to MYOB with sales records.

If your customers in MYOB do not have valid Card ID’s you must add these before importing.

Step 5. Connecting Your MYOB File to Neto.

So that your MYOB file and Neto can communicate with each other, you must install and configure NetoSync. NetoSync is a small application that must be installed on the computer/server that hosts your MYOB company data file.

How does Neto integrate with MYOB?

Neto integrates with MYOB using the MYOB ODBC using our NetoSync software.



NetoSync is installed on a computer at your store/office. It connects to your Neto Webstore and passes the data to MYOB using ODBC.

The data is validated by MYOB ODBC before it is written to your MYOB file.

Data is automatically pushed to and pulled from MYOB at scheduled times throughout the day. You can define your schedule by going to: MYOB > Process Manager. Each process takes a few minutes to run once it is initiated.

Important! Do not setup automatic schedules until you have completed all steps in this guide.

You can also manually run an import or export task at any time by going to MYOB > Quick Tasks. Each process takes a few minutes to run once it is initiated.

Related articles
MYOB integration - the complete how to guide

What data is pushed to and pull from MYOB?

The following is the data that is pushed (exported) to MYOB and pulled (imported) from MYOB.

Pushed / Exported:
• Invoices
• Customers
• Payments
• RMA / Refunds

Pulled / Imported:
• Customers
• Products (Items)
• Inventory (stock numbers)
• Purchase Orders
• Chart of Accounts and Tax Codes

What versions of MYOB are supported?

Neto integrates with the following MYOB accounting products:
• MYOB Premier Enterprise v17, V18 and V19
• MYOB Premier v17, V18 and V19
• MYOB Accounting
• MYOB Accounting Plus
• MYOB Account Right Premier v19
• MYOB Account Right Premier Enterprise v19
• MYOB Account Right Accounting v19
• MYOB Account Right Accounting + v19

How can I map a price group from MYOB to the Neto RRP?

  1. You can define which MYOB price will map to which Neto field by going to the Neto dashboard and navigating to Addons > MYOB > Click Configure button > Pricing & Tax Settings > MYOB Price Group ID for RRP.

  2. Select the price group from the drop-down menu.

  3. Save your changes.

How do I update my MYOB ODBC driver to correct export errors?

See link for full instructions: http://myobaustralia.custhelp.com/app/answers/detail/a_id/34491

Who needs to install this update and why is it needed?

You should install this update if you:

• use AccountRight v19.7 (Plus, Premier or Enterprise), and
• use an add-on solution with your AccountRight v19.7 software, or
• use a write back key to import data via the MYOB ODBC driver into your AccountRight v19.7 software.
Who needs to install this update and why is it needed?

You should install this update if you:

• use AccountRight v19.7 (Plus, Premier or Enterprise), and
• use an add-on solution with your AccountRight v19.7 software, or
• use a write back key to import data via the MYOB ODBC driver into your AccountRight v19.7 software.

Why is the ODBC update required?

The ODBC driver originally installed with your AccountRight v19.7 software will not return an error if an error is encountered during an ODBC import. This means the ODBC driver will advise that an import has been successful even if an error is encountered.

How do I test my MYOB ODBC connection?

The MYOB ODBC TestConnection utility checks that your MYOB ODBC Direct driver is installed correctly and that your data source (MYOB company file) is accessible.

To use the TestConnection utility:
1. Using Windows Explorer, go to the MYOBODBCAU8\bin\iwinnt (or the latest version shown) folder on your hard disk and double-click TestConnection.exe. The MYOB ODBC TestConnection window appears.
2. Select the DSN option and then select the appropriate name from the Driver Name list.
3. Select the DSN you created for your MYOB company file from the MYOB Data Source Name (DSN) drop-down list and then click Test.
4. If the connection is:
successful, the bottom section of the MYOB ODBC TestConnection window will display details of the company file you have connected to. unsuccessful, see ‘Troubleshooting a connection’, for help checking your installation and data source setup.

Receiving this error message in your Neto MYOB log?

[MYOB ODBC] - Company file does not exist.

Use the test mentioned above to test your connection locally. If the test fails, you will need to setup NetoSync and MYOB ODBC again.

How do I apply a used credit in MYOB?

Credit can be used in Neto to pay for an order. When credit it used to pay for an order, the credit will appear in your “credits to apply in MYOB” log.

Due to limitations with the MYOB API, these credits cannot be applied to related invoices in MYOB automatically, therefore you need to apply these manually in MYOB.

Use the “credits to apply in MYOB” log to locate a list of credits to apply in MYOB. Once you have applied a credit, remove it from the list of credit to apply.

How to apply used credits in MYOB:
1. From the Neto dashboard, navigate to MYOB > Credits to apply
2. Here you will find a list of credits that need to be applied in MYOB
3. Apply credits in MYOB manually (see MYOB user guide for how to apply credits to orders in MYOB)
4. Once applied, remove the credit from your list of credits to apply by selecting it and clicking “mark selected as applied and approved”

What sort of account do I need to create in MYOB?

Unfortunately, we cannot advise on how to set up an account in MYOB. Please consult your accountant or bookkeeper, who can better advise you. Once you have setup your account codes in MYOB you will need to map the payment methods in Neto to MYOB accounts.

To map payment methods in Neto to MYOB accounts:
1. From the Neto dashboard, navigate to Setup & Tools > Payment Methods
2. Click the Payment Method name to map to MYOB account
3. On the payment method page, scroll down to the Accounting section and select your MYOB account from the Accounting Account drop-down list.
4. Save your changes and close
5. Repeat the same steps for all payment methods to be mapped to MYOB

Note: if you do not see your accounts in the drop down list then you have not linked your MYOB file to your Neto account and imported your chart of accounts or the account may not be setup correctly in MYOB. You can also enter the account number for the related account in the space provided below the dropdown list rather than selecting it (e.g.: 1-0190).


  • Last Modified: 18/11/2016 Neto Version: 6.3