Contacts saved in MYOB are saved in Cards List. They are classified as either Customer, Supplier or Employee. You can integrate your Small Builders contacts to your MYOB by doing the following steps:
- Go to Management > Integration > MYOB > Contacts. You will see three (3) tabs under Contacts: Customers, Suppliers, and Employees. Select which type of contact you are going to add to MYOB, then go to Small Builders to MYOB tab.
2. Tick the checkbox of the contact, then click Integrate.
Note: Integrated contacts can then be seen in MYOB > Card File > Cards List.