If you're using the Calxa Online browser app, refer to this article instead.



This help note will explain how to create a new organisation in Calxa by connecting to your MYOB Essentials data, and will also show you how to update an existing organisation. Please refer to the help note Things you need to Know – Using Calxa with MYOB for more details on how Calxa works with MYOB Essentials.


Contents

Create Organisation from MYOB Essentials

Update your Organisation from MYOB Essentials

Reconnect to your MYOB Essentials Organisation


Create Organisation from MYOB Essentials


1. Click on the Organisation Management button

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2. Click on the Create new from drop down menu and select MYOB Essentials Australia or MYOB Essentials New Zealand


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3. On the MYOB Essentials Authorisation screen use your my.MYOB credentials and click Sign in




4. Click on your my.MYOB id on the left side first. If you don't see it there click on the Add my.MYOB ID button above to add it. Next click on the organisation you want to import on the right side, then on click Select Company.

 



5. Calxa will run through the process of importing your MYOB Essentials company data

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6. When Calxa has finished importing your company data the new organisation will be visible in the Organisation list

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Update your Organisation from MYOB Essentials


1. Click on the Organisation Management button

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2. Select the organisation you want to update from the Organisation List and click Update


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3. If prompted use your my.MYOB credentials and click Sign in


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4. Otherwise allow Automatic Authorisation by waiting or clicking Authorise


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Note: Use Log Off button if the remembered my.MYOB user is incorrect. You can then login with alternate credentials.



5. Calxa will run through the process of updating your organisation from the current MYOB Essentials data

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Reconnect to your MYOB Essentials Organisation


To reset the long term authentication token to your MYOB Essentials file follow the steps below.

 

  1. Click on your organisation in the Organisation List. 




  2. Look at the Organisation Update section at the bottom left. Click on Create long term access token. 



  3. Now follow the instructions in steps 3.-4. shown above in Create Organisation from MYOB Essentials. When completed return to step 4. below.


  4. Click the Update button to proceed with updating from MYOB Essentials.