MYOB Export

Easily export completed bookings from Blink to MYOB using CSV files, and seamlessly import them into MYOB AccountRight software, ensuring efficient invoicing and accounting processes.

You're ready to do your invoicing - see below for exporting into MYOB. 

Blink Export

After you've completed bookings, head back to your Bookings list and select "CSV Export" in the secondary header.

1. This brings up the Blink Export modal. Here you can choose from a variety of options including date, Export Type (MYOB) and whether you'd like to group your CSV by Purchase Order or by BookingID, as entered on the booking.
2. You can choose prefilled date ranges, or create a custom range to export your completed orders. Prefilled filters will be Completed status, excluding bookings that have been marked as "Exported"
3. At the top, you have the ability to automatically tag any exported bookings, to minimise double handling or uploading to your accounting software.
4. Select Export to CSV to download your file.

MYOB Import

After you've downloaded your CSV, you'll be able to import them into MYOB. To do so:

1. Open your MYOB AccountRight software.
2. Under File, select Import/Export Assistant.
3. This will bring up the Assistant modal, which will walk you through step by step.
4. Select Import Data to select your previously downloaded CSV file from Blink.
5. If no files are visible, select All Files from the visibility filter.
6. Here you can select any previously downloaded CSV reports. Select the relevant file you'd like to upload.
7. Choosing a file type, select Import Sales, and Sales type as Service Sales.
8. As the CSV document is a Comma-Seperated Volume, select Commas.
9. MYOB gives you the ability to Auto Match the Import fields with the Available fields recognized by MYOB.
10. Prior to importing the file, MYOB gives you a change to back up the Company File (Co./Last Name) per the CSV file.
11. Success! Your file has been imported without errors. If unsuccessful, select the View Log link to see all pertinent information to the upload.
12. To review the uploaded invoice, under Sales select the Sales Register.
13. Double-click on the Invoice you'd like to work on.
14. Here you can see all import information from the CSV import
15. As well as change the Tax (if needed)
16. MYOB also gives you the ability to add a customer purchase number if needed.
17. If everything looks good, MYOB gives you the option to Print, Email or Save (pdf).
18. Selecting Email for your method of Invoice sending will bring up the Send Invoice modal, where you can add all pertinent information.
19. Once you have sent your invoices, Blink gives you the ability to mark selected bookings as invoiced. Head back over to Blink, select the bookings on the Bookings list, and the option will appear to Mark As Invoiced.