ClickPOS Financial Integration

 

Latest Financial Integration Installer

Click Here ~3MB (Updated 26 May 2011)

(x86_x64 exe)

Installation Instructions

• Remove previous version
• Run downloaded file from above link
• First time you run CFI you will need to re-enter your MYOB file details and password.

QuickBooks SDK Download

Click Here ~14.8MB (QBFC8_0Installer.exe)

Frequently Asked Questions

Question: Can I change the account that customer payments are received into?
Answer: Yes, in MYOB under: Setup > Linked Accounts > Accounts & Banking Linked Accounts > Banked Account for Undeposited Funds

Commonly Encountered Issues

 

 

Message
Card ID does not match with a Customer card. Record not updated.

 

Cause
This error can occur when attempting to import a card file entry that has a Card ID already in MYOB as a different Card Type.

Resolution
Change the existing record(s) Card ID in MYOB so it is unique.
Recommended naming convention for Card IDs in MYOB

• Customers Card IDs should be the same number as the Customer ID in ClickPOS - (Done by CFI)
• Suppliers Card IDs should be prefixed with “0” (Zero) - (Done by CFI)
• Employee Card IDs should be prefixed with “Emp” – (Manually entered in MYOB)
• Personal Card IDs should be prefixed with “P” (Manually entered in MYOB)