01. Getting started for MYOB users

Step 1: Setup an EzzyBills trial account

Go to www.ezzybills.com to sign up a free trial EzzyBills account. In the sign-up form, choose Integrate With MYOB.

Step 2: Connect to MYOB

2.1 Login to EzzyBills. Click Apps, find MYOB, and click Connect. You will see Connect to myob page, click the “Connect” button below.

2.2 Enter username and password to sign in.

2.3 Then choose a company file and click connect.

Step 3: verification and testing

3.1 View and verify the corrected MYOB file (if you have multiple files)

Where: Apps > Settings > “Account Setting” tab > “Organization“.

3.2 Upload bills to test

Where: Dashboard

• On the Dashboard, you will see the file upload area, with a unique EzzyBills upload email. Upload a bill to test, from from your computer, or email an invoice to EzzyBills

[Screenshot below: Dashboard upload area and 1st successfully exported bill to MYO]

Once it is uploaded, an invoice row will show up, showing the status of the processing. Wait for a few minutes, once the processing is finished, you will see the information (screenshot above). In the bracket is the “Bill Number” – use this number to find the bill that we have just exported to your MYOB.

3.3 Find the bill in MYOB

Use the bill number in EzzyBills on the invoice tile to find the bill in MYOB.

[Screenshot below: an example bill that is exported to MYOB by EzzyBills]

[screenshot below: a service bill created by EzzyBills in MYOB]

• The screenshot above is an example of a service bill.
• EzzyBills can also create item bills – you will need to “Enable Stock Invoices” in Settings,
• An invoice file shall be attached to this bill in MYOB

Additional Notes

The legacy way to connect to MYOB is through company file user name and password. It used to be in EzzyBills Setting, but they have been removed.

Step 4: need help with data extraction?

If any invoice data are not extracted the way you want, please email to support@ezzydoc.com for help.

EzzyBills uses AI and machine learning to extract invoice data, with machine learning taking some time to work. If you want to resolve issues quickly, please email us. Or read the self help guides below.

Tip of the day:

• for supplier matching, we use supplier business number or phone number or address in your accounting software to find the best match. Find out more by clicking one of the links below.