Connect MYOB

You connect MYOB for one workspace. FreeAML stores the MYOB refresh token on the server. You do not see it again.

This connection uses MYOB sign-in. It stays turned off until FreeAML has a MYOB app. You register that app in my.MYOB and copy the API key, secret, and redirect address. You approve access as an admin for that company file. The public guide is the [MYOB Business API](https://developer.myob.com/api/myob-business-api/api-overview/getting-started/).

Connect the workspace

1. 1

   Sign in.

2. 2

   Open Integrations.

3. 3

   If this AccountRight file has a file user, enter that user before you connect. Leave both fields blank when the file has no user.

4. 4

   Under MYOB, select Connect with MYOB.

5. 5

   Sign in on MYOB’s page and approve access to one company file.

6. 6

   You return to Integrations. The label is the company file id MYOB returned.

Send a check

1. 1

   Search a customer by name or email.

2. 2

   Enter your client’s email and a reference. You do not enter their identity details. If the customer record has an email, it is filled in and you can change it.

3. 3

   Choose a service charge of $0, $25, $50, or $100. That amount is for this verification only.

4. 4

   Select Create verification. Your client pays. An individual check is $20. A company, trust, or SMSF check is $40. Your client chooses which one on the link and enters their own details.

5. 5

   The service charge, when you add one, is paid to this workspace.

When the check is complete or has failed, FreeAML writes one line to the customer Notes field. Notes holds 255 characters. The existing note stays when the line fits. MYOB has not published a webhook, so FreeAML checks for a completed check on a schedule. The report PDF is not uploaded.