MYOB Excel Connector:
Sync Your Accounting Data via Power Query
SyncTools syncs MYOB to your own database on an automated schedule. Connect Excel via Power Query - no CSV exports, no stale spreadsheets.
- Your database - PostgreSQL, MySQL, SQL Server, or Azure SQL
- Flat $50/month, unlimited rows, no overages
- No CSV exports - Power Query pulls from your SQL database on demand
No credit card required. Setup in under 15 minutes.
Trusted by Accounting and Finance Teams.
MYOB has no built-in Excel connector that pushes live data into a spreadsheet on a schedule. Excel reads from databases via Power Query - not directly from accounting APIs.
The standard path for MYOB Excel reporting is to sync your MYOB data into a SQL database first, then connect Excel via Power Query (Data → Get Data → From Database).
Why Manual MYOB CSV Exports Break Down
MYOB's export function covers the basics. It breaks down as a repeatable process - exports are point-in-time snapshots, line-item detail is flattened in summary reports, and Excel formulas break when MYOB changes column positions between versions.
MYOB jobs and categories - the segment dimensions that power departmental and project P&L - don't come through cleanly in standard summary CSV exports. Getting job-level revenue and expense breakdowns requires custom reports or drilling into individual transactions.
The database sync approach removes the export step entirely. SyncTools maintains the MYOB API connection, handles incremental sync, and writes normalised relational tables to a SQL database on a schedule you control. Excel connects to those tables via Power Query - one refresh updates all your reports simultaneously.
MYOB jobs and categories sync as columns on transaction rows. In Power Query, you can use them directly as slicer fields in PivotTables for project-level P&L analysis - no additional join logic required.
How to Connect MYOB to Excel with SyncTools
Four steps. No CSV exports. No custom API code. No VBA macros to maintain.
Connect MYOB to SyncTools
Authorize SyncTools via OAuth - read-only access, SyncTools never stores your MYOB password. Select entities to sync: Invoices, Bills, Customers, Suppliers, Accounts, Items, Tax Codes, Bank Transactions, and Jobs.
Configure your destination database
Bring your own PostgreSQL, MySQL, SQL Server, or Azure SQL instance - or use the SyncTools-hosted database for zero infrastructure setup. SyncTools creates the schema and runs the initial historical sync automatically.
Connect Excel via Power Query
In Excel, go to Data → Get Data → From Database. Select your database type, enter credentials, and browse the Navigator to select MYOB tables. Load into a worksheet or the Excel data model.
Build PivotTables and set up refresh
Join MYOB tables in Power Query, build PivotTables for AR aging, AP analysis, and job-level P&L. Set Data → Refresh All to update all queries, or enable refresh-on-open in Query Properties.
What Gets Synced: MYOB Financial Data
SyncTools syncs the financial data you need for Excel reporting, structured into query-ready tables with full header and line-item detail.
Accounts Receivable
- Invoices
- Customer Payments
- Customers
- Credit Notes
Accounts Payable
- Bills
- Supplier Payments
- Suppliers
- Purchase Orders
Banking
- Bank Transactions
- Bank Accounts
GL & Reports
- General Ledger Entries
- Chart of Accounts
- Journal Entries
Master Data
- Items / Inventory
- Tax Codes
- Jobs
P&L & Analysis
- Revenue by job
- Spend by category
- Assets & liabilities
- Net income
Sync MYOB to the Database You Already Use
Most alternatives lock you into proprietary middleware or data warehouses. SyncTools syncs to the database you already run, or gives you a hosted option if you don't have one.
Key differentiator: OdataLink exposes MYOB data via OData - Power BI still queries live MYOB APIs at refresh time. SyncTools pre-syncs your MYOB data into a real SQL database. Power BI reads SQL - no live API calls, no rate limits, no OData query language to learn.
PostgreSQL
Most popular open-source DB
Fully supported. Ideal for AU and NZ teams running Postgres in AWS Sydney, Google Cloud, or on-premises. SyncTools creates and manages the schema automatically.
MySQL / MariaDB
Common in existing infrastructure
Supported natively. If your stack already runs MySQL - common in hosting environments and ecommerce backends - SyncTools writes directly into it.
SQL Server
Enterprise environments, Power BI's native source
Sync MYOB to SQL Server and connect Power BI using its built-in SQL Server connector. No ODBC setup. No OData middleware required.
Azure SQL
Cloud-first Microsoft stack
For AU organisations on Azure. Sync MYOB to Azure SQL and connect Power BI Service using the managed SQL connector - no gateway required for cloud-to-cloud connections.
SyncTools-Hosted Database
No infrastructure to manage. SyncTools provisions a dedicated database for your organisation and keeps it running. Ideal for AU and NZ teams that want zero DevOps overhead. Power BI connects via the hosted database's SQL endpoint - no gateway required.
If your database isn't listed, contact us - we're expanding support.
Why Database Sync Beats Manual CSV Exports
The SQL sync → Power Query architecture is not a workaround - it is how finance teams keep Excel reports accurate and current without manual effort.
No More Manual Exports
SyncTools syncs MYOB on a schedule you control. Excel Power Query refreshes from the database on demand. No one needs to export a CSV, paste data, or manage files that are outdated the moment they're saved.
Jobs & Categories as Dimensions
MYOB jobs and categories sync as columns on transaction rows. Use them directly as PivotTable slicer fields for job-level and category-level P&L - the analysis MYOB's CSV reports can't produce.
Any BI Tool Works
Once data is in your database, Excel, Power BI, Tableau, or any SQL client can connect simultaneously. Run Excel and Power BI against the same MYOB database without reconfiguring the sync.
One-way sync guarantee: SyncTools reads data from MYOB and writes to your database. It does not write data back to MYOB. Your accounting records are never modified.
SyncTools also supports QuickBooks, Xero, Sage, NetSuite, Dynamics 365 Business Central, and Zoho Books - so you can sync multiple accounting platforms into the same database for unified Excel reporting. See the QuickBooks Excel Connector, Xero Excel Connector, Sage Excel Connector, NetSuite Excel Connector, Dynamics 365 Excel Connector, and Zoho Books Excel Connector pages for details.
If you use Power BI, Tableau, or Google Sheets, see the MYOB Power BI Connector, MYOB Tableau Connector, and MYOB Google Sheets Connector pages. For the full step-by-step setup walkthrough, see the MYOB Excel Integration Guide.
Flat $50/Month. Unlimited Rows.
No per-seat pricing. No row-volume overages. Your price doesn't change whether you have 1,000 invoices or 1,000,000.
SyncTools - Per Company
- All MYOB entities - AR, AP, Banking, GL, Inventory
- All supported databases - PostgreSQL, MySQL, SQL Server, Azure SQL
- SyncTools-hosted database option included
- Automated sync - hourly, daily, or custom schedule
- Unlimited rows - no overage fees
- QuickBooks, Xero, and Sage support included
Competitors charge by row volume or require annual contracts. At $50/month flat, your cost doesn't scale with your MYOB transaction history.
Trusted by Teams Worldwide
Thousands of accounting firms and finance teams rely on SyncTools to streamline reconciliation and save hours every month.
Customers who are Trusting Us
Haider Ali
Business Owner
"Excellent app. Very easy to work with. Very knowledgeable, understanding, and open to any requests."
Tom Brookes
Finance Director
"Best in class. If you use Linnworks and Xero, SyncTools is a phenomenal tool, far superior to any alternative we've tried."
Deborah Whitfield
Customer
"I recently installed SyncTools and it is easy to use. The team worked quickly, kept me informed, and now everything runs smoothly."
Heather Cook
Customer
"Best Xero connector on the market. Excellent customer support and continuous development from an app that does exactly what it says."
Harvey Uppal
Customer
"AWESOME: Excellent tool and has saved us so much time. Credit to the support team for being so helpful in setup and post-setup."
Geoff Ainsworth
Customer
"Excellent tool: Does what it says and connects seamlessly & if you have any issues the support is amazing!"
Nirav Khiroya
Customer
"Fantastic support: The team has always been diligent and proactive about fixing any bugs that arise. Would highly recommend them."
Robert Morris
Customer
"Have been using the Linnworks Xero connector for a couple of years now. It is very reliable and the developers are keen to improve it."
Connie Sturman
Customer
"I just looked in the connector and it looks like they were able to get the purchase orders synced... thank the team for us. Thank you for your help."
Frequently Asked Questions
Is there a native MYOB Excel connector?
How do I connect MYOB to Excel without exporting CSV?
Does SyncTools work with MYOB and Excel Power Query?
What MYOB data can I get into Excel with SyncTools?
How often does MYOB data refresh in Excel?
Can I use MYOB jobs and categories as dimensions in Excel PivotTables?
How much does SyncTools cost?
Does SyncTools write data back to MYOB?
Ready to Connect MYOB to Excel?
SyncTools syncs MYOB to your own database on an automated schedule. Connect Excel via Power Query for auto-refreshing PivotTables. Flat $50/month, unlimited rows.
Setup in under 15 minutes. No credit card required for trial.