Help Center
Go back to Application
Help Center
Go back to Application
Onboarding Process
Exporting Customers and Inventory from MYOBExporting From XeroFive simple thingsMinimum Requirements
Setup How To Guides
Create a Customer, Add a Contact, and Link a SiteCreating a UserSpray and Spread RecordingUnderstanding Item Codes and GL/Account Codes
Xero Integration
MYOB Integration
Invoicing to MYOBLinking Customers to MYOBHow to obtain an Address List of Customers in MYOBConnecting To MYOBExporting from MYOB
Jobs
Anatomy of the Job Page - Part 2 (Tasks)Anatomy of the Job Page - Part 1 (Job Details)Anatomy of the Job Page - Part 3 (Products and Summary) How to use the Job CalendarHow to use the Task PreviewerHow to use TimesheetsJob Status and What They MeanUploading a file to a JobWays to Create a Job within JobFlow
Dockets
Adding Dockets to New or Existing JobsHow do Drivers Create DocketsHow Setup Docket TemplatesUnderstanding the Dockets System
Reporting
Invoice Settings

Exporting from MYOB

How to obtain an Address List of Customers in MYOB:
1. Along the bottom of the Command Centre there are 5 tabs, select reports.

2. Under “Card” select “Address List”
3. Click “Export to Excel“, this will open excel save this and send to Support@jobflow.nz

How to obtain an Inventory List in MYOB:
1. Along the bottom of the Command Centre there are 5 tabs, select reports.

2. Under “Inventory” select “Price List Summary”
3. Click “Export to Excel“, this will open excel save this and send to Support@jobflow.nz

 

Was this article helpful?

Powered by Product Fruits