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Documentation Index

Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt

Use this file to discover all available pages before exploring further.

The MYOB AccountRight connector gives DeskMate access to:
  • Customers and suppliers — read, create, update
  • Sales invoices — read, create
  • Purchase bills — read
  • Journal entries — read
  • Accounts list (chart of accounts) — read
MYOB requires a MYOB account for OAuth — there’s no developer console work for you on the MYOB side, but you do need an existing MYOB AccountRight Live subscription.

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Prerequisites

  • An AccountRight Live subscription (the cloud version of MYOB AccountRight). Local-only AccountRight Classic files are not supported by MYOB’s public API.
  • A my.myob.com.au (or my.myob.com) login with access to the company file you want to connect.

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Connect

  1. In DeskMate, open Workspace → Connectors
  2. Click Connect on the MYOB AccountRight tile
  3. You’ll be redirected to my.myob.com — sign in
  4. On the consent screen, click Allow
  5. Pick the company file you want DeskMate to access
  6. You’re redirected back to DeskMate — the tile turns green

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Verify it’s working

Try this in DeskMate chat: 
show me the last 5 sales invoices
You should see results within a few seconds, with customer name, amount, and date.

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Scopes requested

DeskMate requests MYOB’s standard CompanyFile scope, which covers all read and write operations against the chosen company file. If your team has multiple company files, you’ll be asked to pick one during connect.

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Multiple company files

Each DeskMate workspace can connect to one MYOB company file. If you have multiple files (e.g. one per legal entity), connect each as its own DeskMate workspace.

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The approval rail

All write operations to MYOB — creating invoices, suppliers, customers — go through DeskMate’s approval rail. Each proposed action is sent as an Adaptive Card and only applied after a human approves.

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Troubleshooting

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”Company file not found” after connecting

Sometimes MYOB returns the company file list slowly after a fresh sign-in. Wait 30 seconds and retry — the file should appear in the consent picker.

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”Unauthorized” on every read

The connected MYOB user account doesn’t have access to the company file you tried to pick. Check Setup → User Access inside the AccountRight desktop app and confirm the user has at least Read-only role.

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Skills can read but not write

The connected user has read-only access. Change their role in Setup → User Access to Full Access or a role that includes write permissions.

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Disconnecting

In Workspace → Connectors, click Disconnect. To revoke at the MYOB side, sign in at my.myob.com → Manage my products → revoke DeskMate.