---
title: "MYOB Desktop Setup"
description: "This process will assist you in setting up and configuring your MYOB Desktop product Integration with CareMaster."
canonical_url: "https://support.caremaster.com.au/articles/myob-desktop-setup-VwVgxsnBgu"
md_url: "https://support.caremaster.com.au/articles/myob-desktop-setup-VwVgxsnBgu.md"
---
# MYOB Desktop Setup

This process will assist you in setting up and configuring your MYOB Desktop product Integration with CareMaster.


## Importing the MYOB Accounts into CareMaster

Begin in your MYOB Desktop account and go to File, Import / Export Assistant, and choose Export data.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=bc810771-52e9-4814-8ad7-a935a50a424a " =691x412")


Select Accounts and Account Information and press next.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=122d1cff-fb4c-4934-b5e3-3b151667ad36 " =538x317")


Please choose a Comma Separated Format and include headers.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=475f4382-a822-429c-8a28-6dd9abcaada0 " =293x156")


You will need to select these columns for this export:

Account Number / Account Name / Account Type / Description / Header / Tax Code / Inactive Account

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=c3dededb-ba82-4b5e-ad13-5a55306e823a " =538x292")


Once Exported, Open the file and delete the top row to remove the left and right brace. ![](https://support.caremaster.com.au/api/attachments.redirect?id=2cb2dbed-3520-4964-bac0-22f76882c56b " =1012x179")


Save this TXT file and it is ready for Upload. This will be used to assign your Chart of Accounts for your invoicing reporting.


In CareMaster, from the MYOB dashboard, go to Accounts, and choose your relevant file making sure to select the txt file  and upload.  ![](https://support.caremaster.com.au/api/attachments.redirect?id=7da21280-5c6f-43a6-ab7a-a84fbd5d2bc5 " =442x111")


You will now see all of your MYOB Accounts listed in CareMaster.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=24bfc278-65d3-4aff-bb22-f073062619b0 " =589x213")


## Setting up your Chart of Accounts

Now you have your Accounts imported into CareMaster, you can assign these to your Chart of Accounts in CareMaster.

Go to your MYOB Dashboard and select Settings. ![](https://support.caremaster.com.au/api/attachments.redirect?id=da84d6a8-e121-435b-a2bb-17edd0bb351a " =147x139")


On the right hand side choose your different Chart of Accounts from the dropdown for:

Wage and Salary Expenses 

Employee allowances (generic)

Employee travel allowance

Default services income

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=1ad215b1-a751-468b-8be5-a76fc8ac2c05 " =294x272")


## Setting up your Tracking Categories

Your Tracking categories let you assign Categories in Invoices to your Service Organisations, 

Using this feature, you can have Invoice Lines for Services belonging to a particular organisation, use a specified Category when exporting an MYOB csv file.

Go to the MYOB Dashboard and Tracking categories.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=9990e498-f30f-4566-97a2-ff3b767973ee " =180x186")


Here you can see the existing categories that will appear on the export file.

Press + new category to create a new one. Give it a category name and a description if you need and Save. Click on Service Org links to see the Service Organisations available for linking.  ![](https://support.caremaster.com.au/api/attachments.redirect?id=0f922516-50ef-4019-b1b6-dcca9252fb1e " =589x332")


You can search by name or link status. 

For a new connection, edit your required Service Organisation, and choose a category to link to and save link.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=a5541a07-04ad-48b4-8e97-8446d9084ec2 " =589x199")

To remove a connection, edit the relevant Service Organisation and Unlink.



## Setting up the MYOB Payroll Categories in CareMaster

 

Before you can begin the timesheet process. The organisation’s MYOB Payroll Categories will need to be entered into CareMaster. The Payroll Categories are matched by name when importing timesheets into MYOB.

 

Please note, the Payroll Categories must be entered manually into CareMaster, identical to how they appear in MYOB. Currently MYOB does not have the function to export the categories.

 

To add the Payroll Categories, in CareMaster go to menu Admin > MYOB > Payroll Categories

 Click on the New Payroll Category button. 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125314505/original/Pq_H_0HnJCIR1JATWcec_bUjWQC-bZ7vSQ.png?1696809733 " =441x")


Enter the Payroll Category description and select the category’s Type from the drop-down list and press Save.

 

The description must be identical to how it is appears in MYOB. 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125314508/original/kMrTb4U64myuQIFttQ0QtvGtjdM3P44ebA.png?1696809733 " =390x")


 

Repeat this process for all your organisation’s MYOB Payroll Categories.

 

Alternatively, you can press the Generate Categories button to create the payroll categories in accordance with the SCHADS Award automatically in CareMaster and then add them into MYOB. The Payroll Categories will need to be entered into MYOB exactly as they appear in CareMaster. 

 

To generate the Payroll Categories in CareMaster, click on the Generate Categories button.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125314503/original/EqSDrl2kB7wCL-i7jKSfxE1ff7ltJ5NHzw.png?1696809733 " =552x")


## Setting up the MYOB Payroll Categories in MYOB Desktop

To set up the Payroll categories in MYOB Desktop, go to Lists, Payroll Category List and Wages.

Reminder: The names have to be identical to the CareMaster Payroll Categories to match when imported for payroll.

Create a + New Wages Item.

Type the exact name for your Pay item as in CareMaster and select Hourly or Salary. 

Set your ATO Reporting category as per the MYOB guidelines.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=18eb8110-7dd3-407f-bf53-6753b5e01619 " =461x419")


In the Wages Information choose if a Regular rate with a multiplier and add the multiplier, or a fixed Hourly rate and input the Hourly rate and press ok.

Continue to do this for all required CareMaster Pay categories to match the MYOB Pay Items.


## Assign the Earning Rates and Assignments

 

Go to menu Admin > MYOB > Settings

Scroll all the way down the page until the MYOB Payroll Category Assignment settings. 

Select the SCHADS Award from the dropdown list

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125314512/original/NllPy6Gzrsz_rjQjLigcSwD9c620ebVbJA.png?1696809734 " =381x")


Assign the required payroll category to each assignment.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125314506/original/N7iQ2vPBSKpV053g2BjXbsNWXZpVjjSHjg.png?1696809734 " =460x")


Repeat the same process for the MYOB Payroll Categories Allowance Assignments, Default Tab and Save Assignments.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125314510/original/byqTybp5eFm6iVVAFtLHHQx38NeJmxjDbA.png?1696809734 " =511x")

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=0e9638f9-4c9e-4ec0-89e1-80554f0d5b2a " =140x33")



## Participant & Worker ID

Your participants and workers need to have an ID in CareMaster that matches an ID in MYOB for the invoicing and payroll data to sync correctly.


### Assigning the Participant MYOB Card ID

All participants need to be set up in MYOB with their first name and last name. Identical to what is in CareMaster. MYOB also matches the participants Card ID field. If these do not match, their invoice data will not be imported into MYOB.


In CareMaster, go to each participant’s profile and click edit in their Service Provider Tab. Scroll down to the Card ID field to enter the participants MYOB Card ID number, then press Save.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51125403932/original/lO4Or5dwXEbBfLFRkBN6Coz_gSPfyd-OwQ.png?1696825693 " =461x190")


Repeat the process for each participant within the organisation.


### Assigning the Worker’s Employee Number

 This process will need to be completed for each staff members worker profile in CareMaster.

 

Go to the worker’s profile. Menu Staff/Volunteers > List.

Go to the worker’s Employment Information tab and press the Edit button.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51126378777/original/f1eO63ouhSrEN7GJrCkXBfdLm3VJ_nH8TQ.png?1697414660)


Enter the workers employee number.   

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51126378882/original/HWWbV7VuWtOfiVgoIIy3Vw0wAfet9KqY9Q.png?1697414678 " =384x157")


The Employee Number in CareMaster, must match the employees MYOB Employment Card ID number. MYOB requires this information for the timesheet import file.

 After entering the information scroll down the screen and press the Save Button.