Connect Weel to MYOB AccountRight to automatically export your expense data for reconciliation, then map your chart of accounts to complete the setup.
Before you start
- Owner, Admin, or Accountant access to your Weel account, or a custom role with the Settings permission enabled.
- Administrator access to the MYOB company file you're connecting.
- Your MYOB account email address and password.
Steps
- Click Settings > Integrations.
- On the MYOB AccountRight tile, click Connect.
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Log in to MYOB with your MYOB account email address and password to authorise the connection.
- You'll need Administrator access to the company file you're connecting. If you're not sure who has this, contact your MYOB company file administrator or MYOB Product Support.
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While approving access in MYOB, choose the company file you want to connect to Weel.
- This step replaces the old flow: Weel no longer asks for a separate company file username or password, so ignore any older instructions mentioning a company file dropdown or login screen back in Weel.
- You'll be redirected back to Weel. On the Integration Successful screen, click Continue to map chart of accounts.
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In the Chart of Accounts tab, select an accounting code for each category from the dropdown.
- Each selection saves automatically, so there's no separate save step to complete.
What happens next
Once connected, expense data exports to MYOB automatically once 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; invoice export is currently in beta and rolling out progressively.
To pull the latest accounting codes from MYOB at any time, click Sync with MYOB in the Chart of Accounts tab.
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