MYOB Setup
Connect Praxi with MYOB Business to push invoices, payments, and client contacts for streamlined accounting. Praxi's MYOB integration uses a one-way push model with graceful fallback — if MYOB is temporarily unavailable, syncs are queued and retried automatically.
Overview
The MYOB integration:
| Feature | Description |
|---|---|
| Invoice sync | Pushes Praxi invoices to MYOB invoices |
| Payment recording | Pushes Praxi payments to MYOB payments |
| Contact sync | Pushes Praxi clients to MYOB contacts |
| Sync history | A log of every sync with status and errors |
Data flows from Praxi to MYOB only. Use Praxi as your source of truth for client invoices — creating the same invoices in both systems causes duplicates and reconciliation issues.
Praxi does not import or reconcile data back from MYOB — run bank reconciliation in MYOB itself. Praxi's in-product payment reconciliation (Settings → Integrations → Xero → Reconciliation) is available for the Xero integration only.
Prerequisites
Before connecting MYOB:
| Requirement | Details |
|---|---|
| MYOB subscription | A cloud-enabled MYOB Business plan |
| MYOB company file | Active, cloud-enabled company file |
| Administrator access | MYOB admin login |
| Praxi permissions | Practice owner or practice manager |
If you use AccountRight desktop, your company file must be cloud-enabled (check Setup → Company Information in AccountRight) before Praxi can connect to it.
Connecting MYOB
- Go to Settings → Integrations → MYOB
- Click Connect MYOB
- Sign in with your MYOB credentials and authorise Praxi
- When prompted, choose your company file — each file is shown by name; click the one that matches your practice
- The connection card shows status Connected with your company file name and last sync time
Changing company files
If you connected the wrong file, or your practice moves to a new company file, click Change Company File on the connection card — no need to disconnect and reconnect.
Connection status
The connection card shows one of three states:
| Status | Meaning |
|---|---|
| Connected | Syncs are flowing normally |
| Needs Attention | The last sync hit an error — details shown on the card |
| Not Connected | No active MYOB connection |
Use Test Connection at any time to confirm Praxi can reach MYOB.
Sync Settings
Once connected, the Sync Settings tab controls what syncs and when.
What to sync
| Toggle | What it does |
|---|---|
| Invoices | Praxi invoices sync to MYOB invoices |
| Payments | Praxi payments sync to MYOB payments |
| Client Contacts | Praxi clients sync to MYOB contacts |
Sync frequency
| Option | Behaviour |
|---|---|
| Automatic | Syncs immediately when data changes (recommended) |
| Scheduled | Syncs in batches every hour |
| Manual only | Nothing syncs until you trigger it yourself |
Click Save Settings after making changes.
Accounts and GST
Transactions sync to your MYOB company file's default accounts and tax codes. Custom account mapping isn't configurable yet — the Account Mapping section of the Sync Settings tab shows Default Mapping Active in the meantime.
Most healthcare services (psychology, counselling, allied health) are GST-free under the GST Act. Review your first few synced invoices in MYOB to confirm the tax treatment is correct before BAS time.
Sync History
The Sync History tab lists every sync attempt with:
| Column | Detail |
|---|---|
| Status | Success, Skipped, or Failed |
| Type | What synced (invoice, payment, contact) |
| MYOB ID | The record's identifier in MYOB |
| Time | When the sync ran |
| Error | The error message, for failed syncs |
If MYOB is temporarily unavailable, Praxi queues sync operations and retries automatically when the connection is restored — failed entries in the history show what needs attention.
Reporting and BAS
Praxi remains your source for service-level detail (revenue by practitioner, client payment history, Medicare/NDIS reports). Use MYOB for whole-of-business reporting once data has synced:
| MYOB report | Purpose |
|---|---|
| Profit & Loss | Revenue by category |
| Aged Receivables | Outstanding invoices |
| GST Summary | BAS preparation |
| Bank Reconciliation | Match bank statements |
Before each BAS, confirm all invoices have synced (check Sync History for failures), then run MYOB's GST Summary. Most healthcare services report as GST-free sales.
Troubleshooting
Connection failed
If the OAuth sign-in fails:
- Verify your MYOB credentials and that your subscription is active
- Ensure the company file is cloud-enabled
- Try again in a private browser window
Status shows Needs Attention
- Read the error on the connection card
- Click Test Connection to check whether MYOB is reachable
- Check the Sync History tab for the failing records
- If the connection has expired, disconnect and reconnect
Duplicate invoices in MYOB
- Keep Praxi as the source of truth — don't create client invoices manually in MYOB
- Delete the duplicate in MYOB
- Praxi's sync history shows whether the invoice already synced
Disconnecting MYOB
- Go to Settings → Integrations → MYOB
- Click Disconnect and confirm
Disconnecting stops future syncs. Data already synced to MYOB is not deleted, and your sync history is preserved.
Best Practices
- Sync invoices and payments together — keeping both toggles on means MYOB always reflects paid status
- Use Automatic frequency — records land in MYOB as they're created
- Check Sync History weekly — catch failed syncs before BAS time
- Verify GST — healthcare services are mostly GST-free
- Brief your bookkeeper — make sure whoever manages MYOB knows invoices originate in Praxi