Magik Posted March 15, 2009 Share Posted March 15, 2009 Hi There, Just looking about to see if there is any connector or MYOB export tool for WHMCS. Does anyone know of one or know a good method to get data into MYOB? I just got my bill from my bookkeeper and it hurt! Some utility to streamline the process would be awesome!... Thanks... 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted March 15, 2009 Share Posted March 15, 2009 Hi There, Just looking about to see if there is any connector or MYOB export tool for WHMCS. Does anyone know of one or know a good method to get data into MYOB? I just got my bill from my bookkeeper and it hurt! Some utility to streamline the process would be awesome!... Thanks... IM looking at writing an addon for myself. Just haven't gotten around to it. Myob has 2 methods of inbut/output the best one is just importing Journals. This is quite easy to do. Ill have another look at this now that there is some interest. 0 Quote Link to comment Share on other sites More sharing options...
MonkeyMagic Posted March 16, 2009 Share Posted March 16, 2009 I would be most interested in this too ... as well as a Direct Debit Module that just collects details and displays in Admin section. 0 Quote Link to comment Share on other sites More sharing options...
tfghost Posted March 17, 2009 Share Posted March 17, 2009 Hey Shaun I'd also be interested in a module for importing to MYOB 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted March 17, 2009 Share Posted March 17, 2009 Here is what im thinking just so i can get some input. Each product is assigned a income account Each gatway is assigned a bank account. Then the code will export jrnl enteries between these 2 accounts when the invice is accepted. Is anyone using the accural accounting method. If this is the case we may have to make a whmcs debtors account. Then the journal the transactions through it. It may sound a lil complicated but i write accounts s/ware for a living. The main question is cash accounting or non cash accounting. Single invoices that arn't assigned to a product will show as an exception and allow you to either select the code from a list of "exception accounts" or enter the myob income account (X-XXXX). Thoughts ? 0 Quote Link to comment Share on other sites More sharing options...
tfghost Posted March 17, 2009 Share Posted March 17, 2009 Shaun sounds like a good idea. It does sound a fair bit complicated . I'll be willing to help with beta testing if you want (once you do it ) And am wondering around about how much you'll be charging for this. Also would we be manually creating the original accounts into MYOB or would the module do that for us? -Jeremy 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted March 17, 2009 Share Posted March 17, 2009 And am wondering around about how much you'll be charging for this.-Jeremy Would be less than 80AUD. Roughly Depends how long it takes. Also would we be manually creating the original accounts into MYOB or would the module do that for us? You will have to create account (eg Income accounts) this mod WILL NOT import customers. Why, cause there is no point duplicating the info already in your whmcs. When you goto the super market the Coles head office dosn't store that you brought a bottle of milk. They just store that that day they make $300,000 dollars 0 Quote Link to comment Share on other sites More sharing options...
MonkeyMagic Posted March 17, 2009 Share Posted March 17, 2009 Shaun, I am an accountant, so I can speak the lingo and understand what is to be done. Can you explain perhaps what you are intending to do - how you intend to bring these invoices, amounts, customers etc into MYOB. From what you wrote above, you are just intending to import the totals rather than individual invoices, assigning the invoices to a customer, and having that invoice open if still unpaid in WHMCS, or closed if recorded as paid in WHMCS. Can you explain further Shaun - don't be afraid to make it complicated - I should understand it - i hope lol 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted March 18, 2009 Share Posted March 18, 2009 MonkeyMagic. I am not going to import invoices and customers into myob as this just just double entry. Also when you change invoices in whmcs you have issues changing them in myob. What im going to do is insert summary journals into myob. Mostlikly create a new WHMCS debtors account. 0 Quote Link to comment Share on other sites More sharing options...
MonkeyMagic Posted March 18, 2009 Share Posted March 18, 2009 ok, question then is, how will you post the totals. Example. Revenue for the month is $10,000. That Revenue is made up of say: Linux Shared hosting: $1000 Windows Shared Hosting: $1000 Linux Reseller Hosting: $1000 Windows Reseller Hosting: $1000 Linux VPS Hosting: $1000 Windows VPS Hosting: $1000 Linux Dedicated Servers: $1000 Windows Dedicated Servers: $1000 Domain Names: $1000 SSL Certificates: $1000 So, are you going to import the totals with the break downs as above, or as one big 'Revenue'? Additionally, I think Cash Method is a better way to go - ie. only PAID invoices are imported to MYOB. If you go the Accrual Method, and import all invoices issued, those invoices may be cancelled, voided, changed, etc in WHMCS - then you have the issue of how to bring those changes into MYOB. So stick to Cash Method and there is no need to worry about what happened in WHMCS - because the only thing of concern are the invoices that customers actually paid. 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted March 18, 2009 Share Posted March 18, 2009 ok, question then is, how will you post the totals. Example. Revenue for the month is $10,000. That Revenue is made up of say: Linux Shared hosting: $1000 Windows Shared Hosting: $1000 Linux Reseller Hosting: $1000 Windows Reseller Hosting: $1000 Linux VPS Hosting: $1000 Windows VPS Hosting: $1000 Linux Dedicated Servers: $1000 Windows Dedicated Servers: $1000 Domain Names: $1000 SSL Certificates: $1000 So, are you going to import the totals with the break downs as above, or as one big 'Revenue'? Additionally, I think Cash Method is a better way to go - ie. only PAID invoices are imported to MYOB. If you go the Accrual Method, and import all invoices issued, those invoices may be cancelled, voided, changed, etc in WHMCS - then you have the issue of how to bring those changes into MYOB. So stick to Cash Method and there is no need to worry about what happened in WHMCS - because the only thing of concern are the invoices that customers actually paid. Monkey if you read the first post. Each product will be assigned to a myob account. I like the cash method 2 but we have to be sure that some people are not using the accrual method of accounting. 0 Quote Link to comment Share on other sites More sharing options...
MonkeyMagic Posted March 18, 2009 Share Posted March 18, 2009 ok, so each user - eg. ourselves - would be able to assign each product to a myob account - like a setup feature. That would be awesome! 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted March 18, 2009 Share Posted March 18, 2009 ok, so each user - eg. ourselves - would be able to assign each product to a myob account - like a setup feature. That would be awesome! Yeah thast's it to a T. Its the only way that makes sence cause everyone is different and has a unique chart of accounts > ; ) 0 Quote Link to comment Share on other sites More sharing options...
MonkeyMagic Posted March 18, 2009 Share Posted March 18, 2009 Perfect - I was worried that you were going to go 'too simple' which would be a pain and cause more problems than it solves. But I like your thinking = definately on the right track and it would be a fantastic Add-on. 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted March 18, 2009 Share Posted March 18, 2009 I use myob as well. So ill be making it to suit me. Im going to design it right so i can snap it into other programs. 0 Quote Link to comment Share on other sites More sharing options...
MonkeyMagic Posted March 18, 2009 Share Posted March 18, 2009 Looking forward to it - I'd be happy to beta test anything you come up with. 0 Quote Link to comment Share on other sites More sharing options...
Damo Posted March 18, 2009 Share Posted March 18, 2009 This looks great. We use the cash accounting method as well. I'm in the process of getting the past few months entered now because when we dropped Modernbill I had to change the process that was in place - all to cumbersome. 0 Quote Link to comment Share on other sites More sharing options...
tfghost Posted March 18, 2009 Share Posted March 18, 2009 Shaun your definately on the right track Count me in as a definate for purchasing this module. Its exactly what I need an the price is right 0 Quote Link to comment Share on other sites More sharing options...
visualtron Posted January 8, 2010 Share Posted January 8, 2010 Any update on this Shaun? 0 Quote Link to comment Share on other sites More sharing options...
visualtron Posted January 12, 2010 Share Posted January 12, 2010 No one using MYOB? 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted January 18, 2010 Share Posted January 18, 2010 about time for an update. All the inital ground work research has been done. I now just have to find time to code it. Im now launching another company myself using whmcs / myob so i can expect more transactions. Therefore this is a higher priority . 0 Quote Link to comment Share on other sites More sharing options...
ksstudio Posted May 8, 2010 Share Posted May 8, 2010 I ma sure most hosting provider collect their payment in advance from customers (such as quarterly, annually, bi-annually ... etc). Hence accrual method (some called it as deferred method) is the more accurate method of recognizing the income. 0 Quote Link to comment Share on other sites More sharing options...
Shaun Posted May 17, 2010 Share Posted May 17, 2010 Most hosting providers in australia < 3million dollars actually used cash basis. As myob is primarly AU im looking at going towards that. However each time i look at this a new can of worms appears. 0 Quote Link to comment Share on other sites More sharing options...
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