The Configuration Screen will be presented to you when it has been installed for the first time, or accessible from the Export Screen by clicking File --> Configuration.
It is comprised of 2 tabs:
- The Connection Settings tab, which will configure your MYOB and Harvest connections.
- The Export Settings tab, which will configure your invoice export to MYOB.
The Connection Settings Tab
| Feature Number | Description |
| 1 | This will be the location of the MYOB Company File to which Harvest invoices are exported. You will need to click on the button marked "..." to browse for your file. |
| 2 | The MYOB username that the Integration software will use to log in to your MYOB file. |
| 3 | The MYOB password for the username in feature #2 |
| 4 | The location of the MYOB executable file. Typically this will be a file called Myobp.exe and can be found in the folder where your version of MYOB was installed. You will need to click on the button marked "..." to browse for your file. |
| 5 | The country in which your copy of MYOB was purchased. |
| 6 | The version of your MYOB Accounting Software Package |
| 7 | The Connection Status will inform you of whether the System was able to make a successful connection to your MYOB file using the information provided in features 1 - 6. |
| 8 | This button tests the connection to your MYOB file. The result of this test will be displayed in the Connection Status window (feature #7). |
| 9 | The Harvest Account URL from which you wish to export Invoices to MYOB. For this field, you need only specify the first part of your Harvest URL, which ends in the Domain name "harvestapp.com". For example your Harvest URL will look like "https://company.harvestapp.com" |
| 10 | A Harvest login to the URL in feature #8. This is typically the email address you used to register your account with Harvest. |
| 11 | The password to the login in feature #10. |
| 12 | The Connection Status will inform you of whether the System was able to make a successful connection to your Harvest acciybt using the information provided in features 9 - 11. |
| 13 | This button tests the connection to your Harvest account. The result of this test will be displayed in the Connection Status window (feature #12). |
| 14 | Saves the configuration settings in both Connection Settings tab and Export Settings tab. |
| 15 | Cancels any changes made to all editable fields within both tabs. |
The information icon
The information icon 
is there to help you understand the purpose of a particular field on the screen or the reason behind a data source connection failure.
In order to retrieve that information, you need only hover your mouse over the icon and the message will appear in a tooltip like so:
or, for example, if a connection to MYOB failed, it would appear like so:
The Export Settings tab
| Feature Number | Description |
| 1 | The Tax Exempt MYOB Tax Code to use for each sale line, where no tax is applicable. Please note: This tax code MUST exist in your MYOB file in order for the Invoice Export to succeed. |
| 2 | The Tax Inclusive MYOB Tax Code to use for each sale line, where tax is applicable. Please note: This tax code MUST exist in your MYOB file in order for the Invoice Export to succeed. |
| 3 | The MYOB Sale Layout used when exporting Sales to MYOB. Please note: The System only supports Service and Professional layouts. |
| 4 | The MYOB Sale Document Type (i.e. Quote, Order, Invoice) used when exporting a Sale to MYOB. |
| 5 | The invoice number suffix which will be appended to Harvest Invoice numbers. While this field is not mandatory, it is strongly recommended that you specify one. The reason for this is to maintain the natural numerical sequence of Invoice numbers in your MYOB database, and avoid any invoice number clashes. For example, if the most recent Invoice Number in your MYOB File is #00000100 and you export a Harvest Invoice with ID 4, then the next Invoice Number that MYOB will automatically allocate to your invoices will be #00000005, instead of #00000101. There may already be an invoice number #00000005 in your MYOB file which means that another invoice with a previously-used invoice number may be exported. MYOB currently does not stop you from entering previously-used invoice numbers. By specifying a suffix like "A" (for example), a Harvest invoice with ID 22 will import as the alpha-numeric "22A", and the current numerical sequence of MYOB invoice numbers will remain unaffected. |
| 6 | The Job Number1 of the MYOB Job you wish to use for all exported Sale Lines. |
| 7 | Tick this box if you wish for the MYOB Integration to automatically create new Customer Cards of Harvest clients which do not exist in your MYOB File. Please note: if you leave this box un-checked, and a Harvest client does not exist in MYOB, the export process will not export any invoices for this client. |
| 8 | Tick this box if you wish for the MYOB Integration to automatically update existing Customer Cards of Harvest clients. |
| 9 | Selecting this option will instruct the System to use the Income GL Account of the Customer Card2 linked to the Harvest client for all Sale Lines. |
| 10 | Selecting this option will instruct the System to use the Income GL Account specified in the box provided. |
1 The Job number refers to the "Job Number" field outlined in red below:
2 The Income GL Account linked to the Customer Card can be found in the "Selling Details" tab of the MYOB Customer Card, as per the outlined field below:
