The MYOB Connect preview performs a real-time check between Synergy and MYOB to see what data will be sent in the next sync. New invoices, credit notes, or payments that don't exist in Synergy / MYOB will be shown in the preview page. Use the Preview screen in MYOB Connect to:
- Resolve any warning messages shown for the data about to be transferred to MYOB.
- Check what invoices or credit notes will be created in MYOB.
- Check the invoice contact records that will be created in MYOB.
- Check what job items will be created in MYOB for the linked invoices or credit notes.
- Check which payments will be imported or exported to MYOB.
- Run the MYOB Connect sync once all errors shown have been resolved.
Tip: Learn more about previewing and running the sync to MYOB.