Connecting Weel to MYOB AccountRight automatically exports your expense data to MYOB, ready for reconciliation. This article covers how to connect your company file and map your chart of accounts.
Before you start
You will need:
- Admin access to your Weel account.
- To be an Administrator for the MYOB company file you're connecting to Weel
- Your MYOB account email address and password.S
Steps
To connect Weel to MYOB AccountRight:
- Click Settings > Integrations.
- On the MYOB AccountRight tile, click Connect.
- You'll be taken to MYOB — log in with your MYOB account email address and password to authorise the connection.
- When logging in you need to be an Administrator on the company file you're connecting to Weel. Please contact the administrator of your MYOB company file if you don't have Administrator access.
- If prompted select your company file in MYOB and click Next
- You will be re-directed back to Weel to map your chart of accounts
What happens next
Once connected, expense data exports to MYOB automatically after it's completed, cleared and approved (if required):
- Card transactions and reimbursements export as Spend Money transactions.
- Accounts Payable invoices export as Purchase Bills, with payments recorded against them. Please note, invoice export is currently in beta — reach out to help@letsweel.com to have it enabled.
To pull the latest accounting codes from MYOB at any time, click Sync with MYOB in the Chart of Accounts tab.