The list of what moves
We agree which system owns invoices, payments and customers, and which way each moves, before anything is connected.
Xero and MYOB integration: your books connected to the software you already run
Your job system, online store or till sends every invoice, payment and customer straight into Xero or MYOB. Nothing is typed twice. Built from scratch in Adelaide.
What does a Xero or MYOB connection do?
Invoice a job, and it appears in Xero or MYOB with the right customer, account and GST code.
Take a payment, and it is matched to that invoice.
Add a customer, and there is one record, never a duplicate.
Your bookkeeper keeps working in Xero or MYOB as before. What stops is the retyping and the month-end clean-up.
Who should connect their systems to Xero or MYOB?
- Built for
- You raise invoices in one system and type them into Xero or MYOB again. Your shop or counter matches takings to invoices by hand at month end.
- Replaces
- Friday-afternoon retyping of invoices. The spreadsheet import your bookkeeper cleans up every month. Duplicate customers across two systems.
- Not for
- One off-the-shelf system whose own Xero or MYOB add-on already does the job. Keep the add-on. We’ll tell you so.
What is included in a Xero or MYOB connection?
The right account and GST code
Every invoice line lands on the account, GST code and job your bookkeeper expects. You can change the list yourself.
One customer, one record
A new customer is checked by ABN, name and email first, so Xero or MYOB never gets a duplicate.
Invoices appear as you send them
Send an invoice from your job or store system and it appears in Xero or MYOB, same number, same moment.
Payments matched to the right invoice
A payment at the counter, online or in store is recorded against its invoice. No matching receipts by hand.
Anything that doesn’t match waits
When the two systems disagree, it waits on a list with the reason. A person decides. Nothing is written over.
A clean switch-over with your bookkeeper
It starts on an agreed date, after we match what is already in Xero or MYOB. Nothing is raised twice.
Not sure this is what you need? Call 1300 699 321 — ten minutes will tell you.
How is a Xero or MYOB connection built and priced?
Each stage ends with something you can open in Xero or MYOB and check with your bookkeeper.
See how a project runsFirst chat
We sit with whoever raises the invoices and whoever does the books, and list everything that reaches Xero or MYOB today. You check the list.
Plan and price
You sign off one written plan, in words your bookkeeper can read, saying exactly what will move. The price is fixed against it.
Build
Built one piece at a time: customers, then invoices, then payments, into a test copy of your books. You check each one as it lands.
Testing
We run your invoices, payments and customers through it and check every line with your bookkeeper. Nothing touches your real books until the figures agree.
Launch
It goes live on your real books from the agreed date. From then on, Xero or MYOB is fed by the software you already run.
Questions before you call
Can you connect our job system, online store or customer list to Xero or MYOB?
Yes, if your system can talk to other software: simPRO, ServiceM8, Cin7, HubSpot, most online stores and most tills can, and so can anything we built for you. We list exactly what will move before we quote.
Does our bookkeeper have to change how they work in Xero or MYOB?
No, they keep working in Xero or MYOB exactly as before. The difference is what they find there: invoices, payments and customers already entered on the right codes, and no import to clean up at month end.
What happens when something does not match?
It waits on a list with the reason — two versions of one invoice, a payment with no invoice — and a person decides. Until then nothing is written over in either system.
How much does a Xero or MYOB connection cost?
It depends on how many systems connect and what moves: customers, invoices, payments. We work that out in the first stage, then give you one fixed quote in writing that includes the code and the rights to it.
Do you connect Xero and MYOB for businesses outside Adelaide?
Yes, anywhere in Australia. Planning, building and the switch-over can all be done by video call, and Xero and MYOB are reached over the internet wherever your office is.
Get a fixed quote for a Xero or MYOB connection.
Call us, or answer a few short questions. We reply within one business day with a fixed price in writing.
1300 699 321
Mon–Fri 9–5, Adelaide time · we reply within one business day