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Receipt Bank Extract and MYOB AccountRight Live

It’s simple to link with your MYOB AccountRight Live account. Please login to your Receipt Bank Extract web account, then open your Account settings menu:

1. You'll be taken to the 'General' tab. Click 'Choose Integration'.

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 2. Select MYOB .

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 3.You’ll be taken to a MYOB authorisation page: enter your MYOB login details.

 4.You’ll then be redirected back to Receipt Bank. Select the client account you wish to integrate with, and your username and password for it.

If you're selecting your own account to integrate with, it's likely your username is 'Administrator,' and you'll have no password.

5.Once the integration is complete, make sure to select a default tax rate and a default freight rate (we recommend this as GST Free (0%))

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6.You can now submit items via email, mobile app or TripCatcher (UK).

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7.The system will auto-code your items, where possible. You can review and amend them afterwards.

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8.Duplicate items will be merged to prevent errors in MYOB. You can split these if you like.

9. If you're on a multi-user account, you can add up to 5 admin users from the Maintain users tab.

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10.Receipt Bank pushes across the original receipt or invoice image across to MYOB and this is included under the ‘Journal Memo’ field in MYOB as a direct link:

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