MYOB Integration
Connect your UniPay account to MYOB and every invoice, transfer, and payout is recorded automatically. No manual data entry, no reconciliation headaches.
Overview
The UniPay–MYOB integration uses MYOB's official API (OAuth 2.0) to push your UniPay financial activity into your MYOB business as you go. It works with both MYOB AccountRight and MYOB Business (formerly Essentials). Once connected, new invoices created in UniPay are recorded as paid invoices in MYOB, and incoming transfers and payouts are recorded against the bank account you choose.
Everything flows automatically. You don't need to export files, copy transaction IDs, or touch MYOB after the initial setup. Your MYOB books stay current in real time.
Live integration. The MYOB integration is available now for every UniPay merchant, at no extra cost. Connect it in your merchant dashboard under Profile → Integrations.
Requirements
| Requirement | Details |
|---|---|
| MYOB account | An active MYOB AccountRight or MYOB Business subscription (myob.com) |
| MYOB role | Administrator, or a user with accounting and banking access (read/write required) |
| UniPay account | Required: create one here |
| Bank account in MYOB | At least one bank account in your MYOB Accounts list (used to record UniPay activity) |
Connecting MYOB
The connection is made through your UniPay Merchant dashboard. You will be redirected to MYOB to authorise access; no passwords are shared with UniPay.
- Log in to merchant.unipay.network or open the UniPay Merchant app.
- Go to Profile → Integrations.
- Find the MYOB tile and tap Connect.
- You will be redirected to MYOB's sign in page. Log in to MYOB if prompted.
- Select the MYOB business (or company file) you want to connect (if you have more than one).
- Review the permissions and click Allow access.
- You'll be returned to the UniPay Integrations page with MYOB shown as Connected.
- Select a bank account in MYOB to record your UniPay activity. See Selecting a bank account below.
Note: UniPay requests read/write access to your invoices, bank transactions, and account settings. It does not access your payroll or tax lodgements.
What gets synced
Once connected, the following UniPay activity is pushed to MYOB automatically:
| UniPay event | MYOB record | Type |
|---|---|---|
| Customer pays an invoice | Invoice marked as paid | Money in |
| Incoming transfer received | Received money / bank transaction | Money in |
| Bank payout | Spend money / bank transaction | Money out |
| Refund issued | Credit against the original invoice | Money in (negative) |
Each record includes the UniPay reference number, the transaction date and time, the amount and currency, and a description that identifies the source (e.g. UniPay invoice #UP-12345).
Selecting a bank account
When you first connect MYOB, you choose which MYOB bank account UniPay activity is posted to. This is typically a dedicated UniPay account in MYOB, but you can use any existing bank account in your MYOB business.
- After connecting, the Integrations page will show a Bank account dropdown.
- Select the MYOB bank account you want to use for UniPay activity.
- Click Save. All future syncs will post to this account.
To change the bank account later, go back to Profile → Integrations → MYOB → Settings and choose a different account from the dropdown.
Tip: If you don't already have a UniPay bank account in MYOB, you can add one in your MYOB Accounts list. Give it a name like "UniPay" and set the currency to AUD.
Syncing data
Syncing happens automatically; you don't need to trigger it manually. UniPay pushes each transaction to MYOB as it occurs, typically within a few seconds of the payment being confirmed.
Manual sync
If you need to repush recent transactions (for example, after changing your MYOB bank account setting), you can trigger a manual sync:
- Go to Profile → Integrations → MYOB.
- Tap Sync now.
- UniPay will repush all transactions from the last 30 days that have not yet been synced.
Already synced transactions are not duplicated. UniPay checks for existing MYOB records by reference number before creating new ones.
Sync history
A log of recent sync activity is shown on the MYOB integration settings page, including the last sync time, number of records pushed, and any errors.
Disconnecting
You can disconnect the MYOB integration at any time. Disconnecting stops new transactions from being pushed to MYOB; it does not delete any records that have already been synced.
- Go to Profile → Integrations → MYOB.
- Tap Disconnect.
- Confirm the disconnection. The MYOB tile will return to Not connected.
To fully revoke UniPay's access from the MYOB side, sign in to your MYOB account and remove UniPay from your list of authorised/connected apps.