From Setup to Sync: How Wbsync’s Wizard Makes WooCommerce and MYOB Work Together Automatically [ ![Wbsync](https://wbsync.com/assets/img/Wbsync-Logo-Blue.png) ](/) - [Integrations](/connections) - [Contact](/contact) - [Pricing](/pricing) - [FAQ](/frequently-asked-questions) - [**Login**](https://app.wbsync.com/login) - [START A FREE TRIAL](https://app.wbsync.com/register?ref=nav) 1. [How To](/how-to) 2. [WooCommerce to Myob Integration How-To](/how-to/woocommerce-myob) 3. From Setup to Sync: How Wbsync’s Wizard Makes WooCommerce and MYOB Work Together Automatically From Setup to Sync: How Wbsync’s Wizard Makes WooCommerce and MYOB Work Together Automatically ============================================================================================== You’ve done the two connection pieces. Your WooCommerce store is linked. Your MYOB file is linked. Now comes the part that actually makes your life easier: telling them how to work together. This is where the **WooCommerce to MYOB Sync Wizard** shines. It’s not a scary technical screen — it’s a friendly, guided tour that asks you smart questions and then does the heavy lifting. What the Wizard Really Does (In Normal Language) ------------------------------------------------ Think of it as the “matchmaker” between your store and your accountant’s software. It asks: - Which of my stores am I syncing? - Which MYOB company file should receive the data? - When should a sale in WooCommerce become an invoice in MYOB? - Where should the money from Stripe/PayPal/etc. actually land in my chart of accounts? - How do I want new customers handled so I don’t get duplicates? Once you answer those questions, the wizard turns the answers into a live, automatic workflow. The Wizard Experience – What It Feels Like ------------------------------------------ Most people describe it as: 1. **Click “Start Wizard”** (or similar prominent button on the dashboard) 2. **Pick your two connections** — it usually pre-selects them if you only have one of each 3. **Answer a handful of simple questions** about order statuses, customers, and payment methods 4. **Review a summary screen** that shows exactly what will happen 5. **Hit Activate** and… that’s it. From that moment on, when a customer finishes checkout on your site and the order reaches the status you chose, Wbsync quietly creates the matching record in MYOB. You can go check it 2–3 minutes later and see the invoice sitting there with all the right numbers. The Settings That Actually Matter (Explained Simply) ---------------------------------------------------- **Order Status** Most store owners choose “Processing” or “Completed”. This stops abandoned carts and pending payments from cluttering MYOB. **New Customers** “Match by email if possible, otherwise create new contact” is the sweet spot for most businesses. It keeps your MYOB clean while still capturing every buyer. **Payment Methods** This is the one your accountant will care about. Make sure Stripe sales go to your Stripe clearing account, PayPal to the PayPal account, cash-on-delivery to the right income line, etc. Get this right once and you’ll save hours at tax time. **Taxes & Shipping** Usually best to let the tax amounts from WooCommerce flow through and decide with your accountant whether shipping is posted as income or as a separate reimbursable expense. The First Week After Activating ------------------------------- - Place 3–5 test orders yourself (use a small discount code if you want). - Watch them appear in MYOB. - Check the Wbsync activity log — it tells you exactly what was sent and whether anything needed attention. - If something looks slightly off (wrong account, missing tax code, etc.), just edit the sync settings. It’s all changeable. After a week you’ll probably forget the integration is even running — which is exactly the point. Real Benefits You’ll Notice --------------------------- - Monday morning bookkeeping that used to take 90 minutes now takes 10 (mostly just a quick glance at the logs). - Far fewer “Where did this payment come from?” conversations with your accountant. - You can confidently look at your MYOB reports knowing they include every online sale. - You stop dreading the end of the month. Honest FAQ from People Who’ve Actually Done This ------------------------------------------------ **I’m nervous about pressing “Activate”. What’s the worst that can happen?** Almost nothing. The worst case is a few test orders land in the wrong account — and you can fix that in 30 seconds by editing the mapping. Nothing gets deleted from MYOB. **Do I have to get it perfect on the first try?** No. The wizard is designed so you can tweak everything later. Many people adjust payment mappings after seeing the first few real orders. **What if I have a very custom MYOB setup?** The wizard gives you the main options. For anything more advanced (specific journal rules, item-level mappings, etc.) you can fine-tune after the wizard or ask Wbsync support — they’re used to helping with exactly these situations. **Can I turn it off again easily?** Yes. One click to pause the workflow. Your connections stay in place; syncing just stops until you turn it back on. **Is this really set-and-forget?** For 95% of stores, yes. You might check the logs once a week at first, then once a month once you trust it. You’re Basically Done --------------------- You connected MYOB. You connected WooCommerce. You ran the wizard. That’s the entire technical journey. From here on, your store and your accounting system do the work while you run the business. If you ever want to add a second store, change accountants, or adjust how something is recorded, you now know exactly where to go. Welcome to automated WooCommerce → MYOB order sync. → [Open Wbsync and launch the wizard](https://app.wbsync.com) On this page [What the Wizard Really Does (In Normal Language)](#what-the-wizard-really-does-(in-normal-language)) [The Wizard Experience – What It Feels Like](#the-wizard-experience-–-what-it-feels-like) [The Settings That Actually Matter (Explained Simply)](#the-settings-that-actually-matter-(explained-simply)) [The First Week After Activating](#the-first-week-after-activating) [Real Benefits You’ll Notice](#real-benefits-you’ll-notice) [Honest FAQ from People Who’ve Actually Done This](#honest-faq-from-people-who’ve-actually-done-this) [You’re Basically Done](#you’re-basically-done) Integrations [Myob](/connections#myob) [Reckon](/connections#reckon) [Xero](/connections#xero) Company [Pricing](/pricing) [Resources](/resources) [Contact](/contact) Support [Documentation](https://docs.wbsync.com) [How-To](/how-to) [Login](https://app.wbsync.com) Copyright © wbsync.com 2026 | [Privacy](/privacy) | [T+C](/terms)