Integrating IncomeAccountFreight Linked Account is required if charging freight with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
Issue:
The problem here is that an invoice with freight on it will not sync over to MYOB. The error above comes up in the error logs.
Resolution
1) Go to Integrations – Accounting Integrations – MYOB Settings and take note of the account in “Freight Sales Account”
2) Log into MYOB through your AccountRight software
3) Go to Setup – Linked Accounts – Sales Accounts
4) Tick “I charge freight on sales”, and select an account in this area
5) Click OK to save.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.
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