MYOB Groups · Track 1 · Tutorial 1 of 2

Connect each MYOB company file

Each company in your group keeps its books in its own MYOB company file. Connect each one once, and BrizoConsol reads its figures every night from then on.

You will needYour group and its companies in the Organisation Hierarchy, as in Build your group structure. A MYOB login with access to each company file. Administrator access in BrizoConsol.

By the endWattle Pty Ltd, Wattle Fitouts Pty Ltd and Kauri Ltd each connected to their MYOB company file, with their currency, fiscal year, chart of accounts and trial balances loaded.

1Understand what is connected

In this series’ running example, Your Group reports in Singapore dollars and owns three companies that each keep their books in MYOB: Wattle Pty Ltd and Wattle Fitouts Pty Ltd in Australian dollars, and Kauri Ltd in New Zealand dollars.

Three MYOB company files, Wattle Pty Ltd, Wattle Fitouts Pty Ltd and Kauri Ltd, each connected to its own company under Your Group in BrizoConsol, which reads their settings, chart of accounts, trial balances, recent invoices and bills, and recent ledger lines — One connection for each company; the group itself is not connected.

Read from MYOB	Each company file’s currency, fiscal year and country, its chart of accounts, its monthly trial balances, its recent invoices and bills, and the ledger lines behind its recent months.
Never written	BrizoConsol only reads. Nothing you do in BrizoConsol changes your MYOB data.
The group	Your Group is not a MYOB company file. It holds the consolidated figures BrizoConsol builds from the three companies.

2Check the companies are in the hierarchy

Open Settings → Global Settings → Organisation Hierarchy.
Check the three companies sit under Your Group. Add any that are missing with + Add Organisation, and click Save Changes.

A company you have just added can’t be connected until the hierarchy is saved: its Connection section says Save hierarchy first before connecting newly added entities.

3Connect a company

Click Wattle Pty Ltd in the tree, and in its Connection section click Connect to MYOB.
Sign in to MYOB. If your login has more than one company file, choose Wattle Pty Ltd’s.
Allow BrizoConsol access. You come straight back to BrizoConsol, and the first load starts.

MYOB connects one company file each time you sign in, so the file you choose in MYOB is the one linked to Wattle Pty Ltd. There is no second choice to make in BrizoConsol.

4Let the first load finish

A Loading your MYOB data window shows each stage as it runs:

Connecting to MYOB	Checks the connection.
Importing organisation and chart of accounts	Currency, fiscal year and country, and every account in the company file.
Loading trial balances	Month by month, up to 24 months back, within what your plan keeps.
Loading recent invoices and bills	Last month and this month.
Preparing financial data	Queues the four months before that for invoices and bills, and refreshes the group.
Loading journal lines and profit and loss by job	The ledger lines for last month and this month. The profit and loss by job is worked out here only once you switch it on — see Bring in jobs and categories.

After that, the connection refreshes every night: the last 12 months’ trial balances and ledger lines, and the last 3 months’ invoices and bills. If BrizoConsol finds accounts that aren’t mapped yet, it offers to open Account Mapping — see Build the group chart from a MYOB company file.

Ledger lines are part of the accounting detail on the Free, Pro and Premium editions. On Standard, they aren’t read.

5Check the connection

In the Organisation Hierarchy, click Wattle Pty Ltd again.

Organisation Hierarchy with Wattle Pty Ltd selected: connected via MYOB, currency AUD and fiscal year from MYOB, data source MYOB — The MYOB company file it is linked to (1), and the settings MYOB now supplies (2).

Check

The panel says Connected via MYOB with the company file’s name, Data Source shows MYOB, and Currency and Fiscal Year Starts say From MYOB. On Data Loading, the months are marked loaded.

Currency and fiscal year now come from MYOB and can’t be edited in BrizoConsol. The fiscal year starts the month after the last month of MYOB’s financial year — July for Wattle Pty Ltd, whose year ends in June. If it is wrong, correct it in MYOB; the next load brings it in.

6Connect the others

Repeat steps 3 to 5 for Wattle Fitouts Pty Ltd and Kauri Ltd. Each company has its own connection, so each can be signed in with a different MYOB login if your companies are managed by different people.

All three companies keep their books in AUD or NZD while the group reports in SGD. That needs the Free, Pro or Premium edition: on Standard, the connection is refused because Standard consolidates in one currency. Set up their exchange rates and translation as in Handle foreign currency companies.

7If something does not look right

What you see	What to do
A Token expired badge on a company	MYOB no longer accepts the connection. Click Reconnect Now in its Connection section and sign in again. Nothing loaded so far is lost.
You selected a different company for Wattle Pty Ltd…	You reconnected and chose another company file than the one linked before. Click Cancel and reconnect with the right file, or Continue with selected company if the change is intended.
MYOB did not return an authorisation code. Please reconnect and approve access.	The MYOB sign-in was cancelled. Connect again and allow access.
MYOB did not return the selected company file. Please reconnect and approve access.	No company file was chosen in MYOB. Connect again, and choose the file before you allow access.
The MYOB connection could not be matched to an organisation. Please start the connection again.	The sign-in was finished in another tab or after a long wait. Start again from the company’s Connection section.
This group consolidates in SGD, so a company in AUD needs the Pro edition.…	The group is on Standard, which consolidates in one currency. Upgrade from Standard to connect it.

Want more detail? See the documentation

Connecting an Entity to MYOB Organisation Hierarchy Data Loading

Next in Connect your MYOB company files Build the group chart from a MYOB company file All tutorials