You can connect your Dext account with MYOB Essentials to publish your Costs and Sales documents directly from Dext to MYOB.
Before you start
To connect Dext with MYOB Essentials:
You must have the Admin role in Dext. If you don’t have access, ask your account administrator or accountant to update your role.
You must be able to sign in to MYOB Essentials and have permission to connect apps for the business.
No additional user or online access setup is required in MYOB Essentials.
Connect Dext to MYOB Essentials
Follow these steps to connect your Dext account to MYOB Essentials:
In Dext, go to Business settings > Connections.
Under Accounting software, click the Connect button.
On the list of available integrations, find MYOB, then click the Connect button.
Review the overview, then click Connect software. You’ll be redirected to the MYOB website.
Sign in with your MYOB Essentials login details.
You’ll see the Connect Dext Prepare to MYOB page.
Select the business you want to connect from the list, then click Connect.
After authorising, you’ll be redirected back to Dext to confirm the connection.
After connecting, Dext will automatically sync your MYOB Essentials data. To go further, create rules to automate data extraction.
After connecting
Once the integration is complete:
Dext pulls your contacts, accounts, and tax rates from MYOB Essentials.
You can publish transactions directly from Dext to MYOB.
To avoid publishing issues, review your default settings in
Business settings > Connections > MYOB > Settings.To ensure accuracy, set default tax and freight rates in Business settings > Connections > Accounting software (MYOB) > Manage button > Settings. If no tax rate is set on an item, these defaults will be applied automatically.
Note: Document images attach to Costs documents published to MYOB, but not to Sales documents.
Control how Dext uses MYOB bank data
The Bank section of your MYOB settings controls whether Dext imports bank data from MYOB and how it uses that data for Bank Match. To find it, go to Business settings > Connections, select Manage next to MYOB, then open Settings.
Sync bank data – when turned on, Dext brings bank accounts and bank transactions from MYOB into Dext. If you turn this off, Bank Match and Paperwork Match stop working, along with other features that rely on bank data. Bank data already in Dext stays as it is.
Autofill payment – when turned on, Dext automatically fills in the payment section for bank match, sending items to the paid area of the matched bank account for reconciliation. If it’s off, you can still fill in the payment fields from the item view.
Auto-publish – when turned on, Dext publishes items with a unique bank match automatically, where possible, with the payment fields pre-filled from the match information. You can only turn this on after you turn on Sync bank data and Autofill payment.
To learn more, go to How does Bank Match work in Dext?
Troubleshooting connection issues
If you can’t see your business during authorisation or the connection fails:
Confirm you’re signing in to the correct MYOB Essentials account.
Make sure you have permission to connect apps for that business.
Try disconnecting and reconnecting from Business settings > Connections.
If the issue continues, contact the Dext support team for help.