Institute of Certified Bookkeepers
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Square Synchronisation via Amaka to MYOB Essentials

  • 1 post
  • # 117787

Hi, I have a client who is experiencing issues with the synchronisation of transactions recorded in Square POS not flowing through to MYOB Essentials. Despite contacting Square, MYOB & Amaka (third party interface provider) no-one seems to be able to help. I have researched online and help function within Square but nothing is presenting itself as a solution.

I am wondering if anyone else has experienced this problem and if so was it resolved and how? Thank you

  • 34 posts
  • # 119202

How to create an Amaka account?
Go to https://app.amaka.io
Sign up
Enter User Details
A verification code will be sent to your email address to verify your account
After verifying your account, you will be directed to the Amaka Settings

How to create a new integration?
Go to Integrations page and click on New Integration
Select the integration type, Square-MYOB AccountRight or Square-Myob Essentials.

Go to Integrations page and click on New Integration
Select the integration type, Square-MYOB AccountRight or Square-Myob Essentials.

Log in to your Square account and choose which store to connect, enter the account name and timezone.

Log in to your Myob account and choose which Company file to connect, enter the account name and timezone.

Click on next to create the integration.
How to set up the integration?
General Setting

MYOB AccountRight


MYOB Essentials


Due in – Invoice due date
Invoice Breakdown
Summarize into one invoice
Split invoices by location – for multiple stores, sync invoices by location
Invoice Contact – Refers to the name that will be inserted into the invoice as a customer contact. If invoices are split by location, customer contact will be the same as the store name in Square.
Select which locations you want to sync
For MYOB Essentials, you have to select which MYOB file to use.
Accounts
Map POS Accounts (Basis) – these accounts are all required, you will need to map everything to save the changes.
Invoice Format
Summary – the invoice will have 2 line items for sales in the sales invoice. One for taxed items and one for GST free items.
Categorized
By Product – the invoice will have a line item for each product sold.
By Category – the invoice will have a line item for each category.
Enable Fallback to Default Sales Account – when this toggle is on, any unmapped category or product will sync to the default sales account. If this is off and there products or items which are not mapped, the invoice will not sync. This toggle should also be enabled when:
there are deleted items
there are categories or items with space after the name, e.g “Food “
Payments
Capture payments as negative amounts → Payments will sync on the invoice as negative line items. If this is on, you will need to set the default tax type which is Not Reportable.


Please note that for MYOB Essentials, payments will always sync as negative line items on the invoice due to the following limitations:
Myob Essentials allows payments only to bank and credit card accounts. By syncing payments as negative line items on the invoice, the integration will be able to sync payments to non-bank and non-credit card accounts such as clearing accounts and gift card liability account.
To handle refunds.
Tax Type
Map the tax types for each POS accounts to the tax types in Myob

Advanced
Tracking Options → Map your sales by product, category or location in Square to Jobs in Myob.

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