Preparing for a MYOB Insight Trial and Account Connection

The best way to evaluate a reporting tool is to begin with a real question. Before requesting an Insight trial, note the invoice details you need to find and who in your business can authorise access to the relevant MYOB account.

The current Insight starting point is Sales Invoice Search. It is intended for finding individual invoice lines by customer or product details. For a useful trial, prepare two or three examples from your normal work: a customer whose purchase you need to check, an item code you search for regularly, or a date range you often report on. This gives you a practical way to judge whether the page answers your questions.

A short setup checklist

1. Choose the correct MYOB business file. If you manage more than one business, confirm which one contains the invoices you want to review.
2. Identify the person who can authorise the connection. Your business completes its own MYOB authorisation; StrongInfo does not need your MYOB password.
3. Write down your first searches. Customer name, item code, product name and date range are useful starting points for the current invoice screen.
4. Allow time for initial data synchronisation. The first search may depend on the relevant MYOB data being available to Insight.
5. Check the results against familiar invoices. Confirm that the line items and amounts you expect appear before using exports for a business decision.

Contact StrongInfo to request a seven-day trial account. Account setup is handled directly, and paid access is activated after payment confirmation. There is no automatic card charge. If you need a different query or report, describe the fields, filters and output you need so the development work can be estimated.

This is a preparation guide rather than a click-by-click MYOB authorisation manual. The exact authorisation steps should be documented with current screenshots once that guide is ready. Read the Insight product overview for available plans and pricing.