MYOB Essentials now receiving Bills and General Journal entries!

We are very excited to announce that as a MYOB Essentials & Squirrel Street integration user, you can now export your receipts via Squirrel Street to your MYOB Essentials account to :

  • General Journal entry; find this in the Banking Reconciliation section of MYOB Essentials
  • a Bill entry with attachment support; find this in the Bills section of MYOB Essentials
General Journals

If you have chosen this option, you can find your receipts totals in the ‘Banking reconciliation’ section. Make sure you select the correct bank account and the date you wish to reconcile.

Bills

If you have chosen this option, you can find your receipts listed in the Purchases>Bills area. If the receipt is an invoice, you can access the invoice directly in your MYOB Essentials account. If it is a copy of a receipt, then you can find the link to the Squirrel Street image in the notes section of the bill.

Squirrel Street will also attach the original image of the document to the Bill, as well as the preview link. Here’s what that will look like in MYOB:

Activation:

To immediately activate this on your existing integration, go to your Integrations page (or click here if you’re logged in to Squirrel Street) and click on ‘Edit’ to apply the changes.

Here’s where you can select the options:

If you don’t already have an integration connected, you will need to set this up by clicking on ‘Link another account’ and following the steps outlined here.

More details:

To find out more about the ways you can speed up posting receipts from Squirrel Street to MYOB, check out our super detailed integration walk-through here.

If you are unsure as to which option to use, speak to your accountant or bookkeeper. Or find a Squirrel Street endorsed ProPartner here.

This is just one of the many enhancements Squirrel Street are looking forward to bringing you in the new year.

Stay tuned for plenty more!

Related Posts

Leave a comment

SHOEBOXED AUSTRALIA IS NOW SQUIRREL STREETLEARN MORE
+