How to set up and use the MYOB integration

Planyard’s MYOB integration eliminates manual data entry by automatically syncing approved cost documents. This ensures your accounting data stays up to date and aligned with your project budgets.

1. What data is transferred between Planyard and MYOB

• Approved costs: All approved cost documents in Planyard are sent to MYOB. Each entry includes a reference back to the original cost document for easy tracking.
• Contacts: Contact details are synced both ways — Planyard receives and sends contact data to and from MYOB.

2. Set up the MYOB integration

You need permission to edit company settings in Planyard and the necessary access rights in MYOB.

1. Go to Company in the top menu
2. Click Integrations
3. Under the MYOB logo, click Connect
4. Log in with your MYOB credentials and authorize the connection

Once connected, Planyard will automatically send all approved costs to MYOB.