In this topic

• Introduction
• Export Chart of Accounts from MYOB
• Importing Your Chart of Accounts Into Ready pay (powered by ePayroll)

Introduction

This topic describes how to configure integration with the MYOB accounting system.

Export Chart of Accounts from MYOB

This section describes how to extract the Chart of Accounts from MYOB so that you can import into the payroll application. This step is required in order for you to make your chart of accounts available in Ready pay (powered by ePayroll).

NOTE: This section is provided to try to help you as much as possible, however, MYOB may change this process at any time. For further assistance with exporting your chart of accounts from MYOB, you should contact MYOB support.

1. Open MYOB
2. Click File then select Export Data then Accounts
3. On Export File Format select Comma Separated
4. On First Record select Header Record
5. Select Month
6. Click Continue
7. Select Account Number, Account Name, Account Type and Header. Account Type and Header are optional fields and not all versions of MYOB have this. You do not need to select any balances.
8. Click Export
9. Save the file (leave the save as type on Text Files)

Importing Your Chart of Accounts Into Ready pay (powered by ePayroll)

This section describes how to import the General Ledger Account Name, Number and Type from the MYOB GL file so that Pay Codes and Liabilities can be mapped.

• Log on to Ready pay (powered by ePayroll)
• Go to the Administration -> Custom GL screen
• If you have not previously set up your General Ledger Intergration, you will be shown the Accounting System Automatic Import screen. If you have previously set up your General Ledger Integration and are making a change, then you will need to click the Import button at the top of the screen.
• Select the MYOB radio button
• Select the Chart of Accounts file that you exported from MYOB
• Click the Next button
• A list of all your MYOB GL accounts will appear. Deselect any GL accounts that you do not want imported into the payroll system.
• Click the Import button
• Map your paycodes and liabilities to a GL account using the instructions at Mapping the Payroll to GL Accounts.

NOTE: After you have finished setting up your accounts and mapping, you will need to contact Ready pay (powered by ePayroll) to set up additional payroll and month end reports containing your journal entries.