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What information syncs with MYOB online?

MYOB Sync allows Fleetmatics WORK to update 3 types of data in MYOB's online solution:

  • Clients 2-ways
  • Clients 2-ways and Invoices 1-way from WORK to MYOB
  • Clients 2-ways, Invoices and Payments 1-way from WORK to MYOB

When syncing data between MYOB and Fleetmatics WORK, the following data “mapping” tables have been provided to show:

  1.  Which information gets synced, or is supported, by MYOB Sync
  2. Which fields match (or “map”) to the opposing system

This mapping information will help ensure you know whether certain information will sync, or not – and if so, where that information will go.

 

Fleetmatics Clients

MYOB Clients

Client Name + Client Code [1]

Name

-

Location: Bill To

Street 1 + Linebreak + Street 2

Address

Phone

Phone No. 1

Mobile

Phone No. 2

Fax

Fax

Email

Email

Not currently copied

Contact Name

Post Code

Post Code

Country

Country

State

State

City

City

Abn

Abn

-

Tax Code [2]

-

FreightTaxCode [3]

 

[1] The FM WORK Client Code should only be appended to the Client Name if the setting to allow Duplicate Clients in FM WORK is True

[2] This will be set based on MYOB Company preferences for TaxCode

[3] This will be set based on MYOB Company preferences for FreightTaxCode

 

 

Fleetmatics Invoice

Quickbooks Invoices

 

Invoice Details

Invoice Number

Number

 

Client Name

Client Name

 

-

Billing Address[1]

 

-

Terms

 

Invoice Date

Invoice Date

 

Invoice Due Date

-

 

Line Items

Item Name

Description

 

-

Account No.[2]

 

Total (Excl Tax)

Amount

 

Tax [3]

Tax

 

Totals

-

Totals will be calculated in MYOB

 

 

[1] The Billing Address on the Client in MYOB is used as the address on all Invoices synced from FM WORK to MYOB

[2] The Account No. used for each Item is the Account No. specified on the MYOB Integration settings in FM WORK.

[3] If an Item has a tax rate applied in FM WORK, it will be marked as taxable in MYOB. The tax rate used on the Invoice in Quickbooks will be taken from the Quickbooks Client Settings/Tax Settings not directly from FM WORK.

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