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When you import data into AccountRight, it's important to know the required import rules and formats to ensure the import works successfully. For example, import files need to be tab-delimited or comma-separated text files. It's also handy to know how many or what type of characters a field can contain, and whether it can have alpha characters (letters from A-Z), numbers or a mix of both.

If you're exporting data, it's good to know the format of the data you're exporting so that you can use it in other software, such as Microsoft Excel.

When using the Import/Export assistant, pay attention to the field that is marked with an asterisk (*). This must be included and have a valid matching import field. If other fields are marked with a caret (^) they're conditional. This means at least one of these fields (not all) must be included and have a valid matching import field.

Select a field type below to learn about each of the records that can be exported or imported. If you've already done an import and have errors, then the import log helps you work out what went wrong. You can use the details below to learn more about the requirements.

This list is for MYOB AccountRight 2015 and later. If you're using MYOB AccountRight v19 or earlier, see the list for your country version: Australia | New Zealand.

When you're ready to go, see the Exporting data or Importing data topics.

Simplify importing by creating a template

You can create an import template by exporting the same type of data from AccountRight's sample company file, Clearwater. You then open the exported file and replace the contents with your data, ready for importing.

For more details, see Using an import template.

Accounts

Field

Description and Character Limits

*Account Number

5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Account Name

30 characters, alphanumeric.

Header

1 character. Any non‑blank character signifies a Header Account. A blank indicates a Detail Account.

Balance

15 characters (including numbers, currency signs, commas, negative signs). If there are no decimal places, .00 is appended. If there are more than 2 decimal places, the value is rounded to 2 decimal places.

When exporting, the balance shown in the Current Balance field of each account is exported.

When importing, the balance in the Opening Balance field of each account is entered.

We recommend you don't import account balances.

Instead, after you import the accounts and before you import any other data, manually enter the account opening balances.

Account Type

25 characters, alphanumeric

Last Cheque Number

7 characters, alphanumeric

Tax Code (AU)Up to 3 characters, alphanumeric

GST Code (NZ)

Up to 3 characters, alphanumeric

Currency Code (Premier only)

3 characters, alphabetic. When importing, this value must match a pre-existing currency code in the Currency List.

Inactive Account

If blank or the letter “N” appears in the field, the account will have an active status.

If the field contains a Y or any other character (other than N), the account wil have an inactive status.

AccountantLink Code

Up to 9 characters

BSB Number (AU only)

Accepted format XXX-XXX, 6 characters numeric plus non-numeric separator

B/Account Number

20 characters, alphanumeric (AU)

16 characters, alphanumeric (NZ)

B/Account Name

32 characters, alphanumeric (AU)

20 characters, alphanumeric (NZ)

Company Trading Name

16 characters, alphanumeric

Create Bank Files (AU only)

1 character. Any non-blank character will bring up the Bank Code, Direct Entry User ID and Direct Entry File fields used to enter electronic payments

Bank Code (AU only)

3 characters, alphabetic

Direct Entry User ID (AU only)

6 characters, numeric

Self Balancing Transaction (AU only)

1 character.

Description

255 characters, alphanumeric

Classification for Statement of Cash Flow

1 character, alphabetic, for all account types EXCEPT Bank, Income, Expense, Cost of Sales and Header accounts. Use one of these codes:

O –Operating

I – Investing

F – Financing

E – Exclude from Statement for Cash Flow

Subtotal header Accounts

1 character, alphabetic:

Y – yes

N – no

*Required Field. When importing this field must have a valid matching import field.

Activities

Field

Description and Character Limits

*Activity ID

30 characters, alphanumeric

Activity Name

30 characters, alphanumeric

Description

255 characters, alphanumeric

Use Desc. On Sale

1 character. (Available only for chargeable activities.)

A non‑blank character signifies that the description should be used on the invoice instead of the item name.

Non‑Hourly

1 character.

A non‑blank character indicates a Non-Hourly activity. A blank field indicates an Hourly activity.

(This will not update information on existing records.)

Non‑Chargeable

1 character. A non‑blank character indicates a Non‑Chargeable activity. A blank field indicates a Chargeable activity.

(This will not update information on existing records.)

Use Rate

1 character, alphabetic. Available only for hourly, chargeable activities.

Use the following letters to indicate which rate to use:

E – Employee Billing Rate

C – Customer Billing Rate

A – Activity Rate

Activity Rate

11 digits, including 4 decimal places.

This field is available only for chargeable, non‑hourly activities, and for hourly activities that have a specified Use Activity Rate.

Income Account

5 characters, numeric. Required for chargeable activities.

When importing, this must match a pre-existing account in your company file.

May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Tax Code When Sold (AU)

GST Code When Sold (NZ)

3 characters, alphanumeric. Must match a pre-existing Tax/GST code in the Tax/GST Code List.

Unit of Measure

5 characters, alphanumeric. This may be entered for non‑hourly activities. For hourly activities, Hour is automatically entered.

Inactive Activity

If the field is blank or the letter N appears in the field, the activity won’t be marked and it will have active status.

If the field contains a Y or any non-blank character (other than N), the activity will be marked and it will have inactive status.

*Required Field. When importing, this field must have a valid matching import field.

Activity slips

Field

Description and Character Limits

^Emp. Co./Last Name

When importing, this must match a pre-existing employee card or supplier card in the MYOB AccountRight company file.

  • if a company name (first name), 50 characters, alphanumeric.
  • if a last name, 30 characters, alphanumeric.

(If the card is an individual, your software matches the last name, followed by a comma and the first name.)

Emp. First Name

20 characters, alphanumeric

Slip ID

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.

*Activity ID

30 characters, alphanumeric. When importing, this must match a pre-existing Activity ID in your company file.

Cust. Co./Last Name

When importing, must match a pre-existing customer card in the MYOB AccountRight company file.

  • If a company name (no first name), 31 characters, alphanumeric.
  • If a last name, 15 characters, alphanumeric.

(If the card is an individual, AccountRight matches the last name, followed by a comma and a space and the first name.)

Cust. First Name

15 characters, alphanumeric

Units

11 characters, numeric, including 2 decimal places

Rate

11 characters, numeric, including 2 decimal places. Available only for chargeable activities.

Job

15 characters, alphanumeric. When importing, must match a pre-existing job in the MYOB AccountRight company file. Available only for chargeable activities.

Notes

255 characters, alphanumeric

Adjustment Dollars

11 characters, numeric, including 2 decimal places. Available only for chargeable activities.

Adjustment Units

11 characters, numeric, including 2 decimal places. Available only for chargeable activities.

Already Billed Dollars

11 characters, numeric, including 2 decimal places. Available only for chargeable activities.

Already Billed Units

11 characters, numeric, including 2 decimal places. Available only for chargeable activities.

Start Time

7 characters, numeric in the form hh.mm. Available only for hourly activities.

Stop Time

7 characters, numeric in the form hh.mm. Available only for hourly activities.

Payroll Category (AU only)30 characters alphanumeric. Must match a preexisting payroll category that is linked to the particular employee.

^Emp.Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Emp. Record ID

10 numeric characters. The Record ID is an internal number within the company file.

^Conditional Field. At least one of these fields are required and must have a valid matching import field.

*Required Field. When importing, this field must have a valid matching import field.

Budgets

Field

Description and Character Limits

*Account Number

5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Account Name

30 characters, alphanumeric.

This FY [Financial Year] Budget - [1st Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [2nd Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [3rd Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [4th Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [5th Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [6yh Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [7th Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [8th Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [9th Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [10th Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [11th Month in FY]

12 characters before decimal and 2 digits after decimal.

This FY [Financial Year] Budget - [12th Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [1st Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [2nd Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [3rd Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [4th Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [5th Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [6th Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [7th Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [8th Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [9th Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget 10th [1st Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [11th Month in FY]

12 characters before decimal and 2 digits after decimal.

Next FY [Financial Year] Budget - [12th Month in FY]

12 characters before decimal and 2 digits after decimal.

*Required Field. When importing, this field must have a valid matching import field.

Cards
Customer cards

Field

Description and Character Limits

^Co./Last Name

If a company name (no first name), 50 characters, alphanumeric. When importing, if First Name field is blank the card will be assgined the designation of Company.

If a last name, 30 characters, alphanumeric.

A value must exist within this field if no value exists within the Card ID or Record ID fields.

First Name

20 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

Card Status

If the field is blank or the letter N appears in the field, the card won’t be marked and it will have active status.

If the field contains a Y or any non-blank character (other than N), the card will be marked and it will have inactive status.

Addr to Salutation fields are provided for each of the five addresses allowed per card entry.

Addr 1 (2-3-4-5)

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric

  - City

  - State

Cannot exceed 255 characters, alphanumeric (each field)

  - Postcode

10 characters, alphanumeric

  - Country

255 characters, alphanumeric

  - Phone No. 1

  - Phone No. 2

  - Phone No. 3

21 characters, alphanumeric (each field)

  - Fax No.

  - Email

  - WWW

21 characters, alphanumeric (each field)

  - Contact Name

25 characters, alphanumeric

  - Salutation

15 characters, alphanumeric

Notes

255 characters, alphanumeric

Identifiers

10 characters, alpha only

Custom List 1

Custom List 2

Custom List 3

30 characters, alphanumeric (each field)

Custom Field 1

Custom Field 2

Custom Field 3

30 characters, alphanumeric (each field)

Billing Rate

10 characters, numeric including 4 decimal places

Terms

- Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

- Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

- Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

- % Discount

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

- % Monthly Charge

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of a decimal point (example: 00.10).

Tax Code (AU)

3 characters, alphanumeric. When importing, must match a pre-existing Tax code in the Tax Code List.

GST Code (NZ)3 characters, alphanumeric. When importing, must match a pre-existing GST code in the GST Code List.

Credit Limit

7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Tax ID No. (AU)

19 characters, alphanumeric

GST ID No. (NZ)

19 characters, alphanumeric

Volume Discount %

2 characters, numeric before decimal point and 2 characters, numeric after decimal point.

Sales/Purchase Layout

S - Service

I - Item

P - Professional

M - Miscellaneous invoice or purchase order layout

T - Time Billing invoice layout.

Any other value = No Default

Price Level

1 character, numeric:

0 - Base Selling Price

1 - Price Level A

2 - Price Level B

3 - Price Level

4 - Price Level D

5 - Price Level E

6 - Price Level F

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric.

Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric.

Available only if a credit card or debit card payment method type is entered.

Card Number

4 characters, alphanumeric.

Available only if a credit card or debit card payment method type is entered.

BSB (AU only)

Accepted format XXX-XXX, 6 characters numeric plus non-numeric separator

Bank and Branch (NZ only)Accepted format XX-XXXX 6 characters numeric plus non-numeric separator

Account Number (AU)

9 characters, numeric.

Account Name (AU)

32 characters, alphanumeric.

Account Number (NZ) Accepted formats are XX-XXXX-XXXXXXX-XX or XX-XXXX-XXXXXXX-XXX numeric with non numeric separators included
Account Name (NZ)20 characters, alphanumeric.

A.B.N. (AU only)

11 characters, numeric, with up to 3 spaces.

A.B.N. Branch (AU only)

11 characters, numeric.

Account

5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Salesperson

31 characters, alphanumeric

Salesperson Card ID

15 characters, alphanumeric

Comment

255 characters, alphanumeric.

Shipping Method

20 characters, alphanumeric

Printed Form

255 characters, alphanumeric

Freight Tax Code (AU)

3 characters, alphanumeric. When importing, must match a pre-existing Tax code in the Tax Code List.

Freight GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing GST code in the GST Code List.

Use Customer’s Tax Code (AU)

1 character. Any non‑blank character signifies that the customer’s Tax code will be used on sales.

Use Customer’s GST Code (NZ)1 character. Any non‑blank character signifies that the customer’s GST code will be used on sales.

Receipt Memo

255 characters, alphanumeric

Invoice/Purchase Order Delivery

P =To be Printed

E =To be Emailed

B =To be Printed & Emailed

A =Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

When importing, don't match the Record ID field unless you're importing data from the same company file.

 

^Conditional Field. At least one of these fields are required and must have a valid matching import field.

Valid characters are 0-9 A-Z & - / '

Invalid characters are "[ ] ! # $ % * ; = @ <>\ _ { } ^~`"

Supplier cards

Field

Description and Character Limits

^Co./Last Name

If a company name (no first name), 50 characters, alphanumeric. When importing, if First Name field is blank the card will be assgined the designation of Company.

If a last name, 30 characters, alphanumeric.

Note: A value must exist within this field if no value exists within the Card ID or Record ID fields.

First Name

20 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

Card Status

If blank or the letter N appears in the field, the card won’t be marked and it will have active status.

If the field contains a Y or any non-blank character (other than N), the card will be marked and it will have inactive status.

Addr to Salutation fields are provided for each of the five addresses allowed per card entry.

Addr 1 (2-3-4-5)

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric

   - City

  - State

Cannot exceed 255 characters, alphanumeric (each field)

  - Postcode

10 characters, alphanumeric

  - Country

255 characters, alphanumeric

  - Phone No.1

  - Phone No.2

  - Phone No.3

21 characters, alphanumeric (each field)

  - Fax No.

  - Email

  - WWW

21 characters, alphanumeric (each field)

  - Contact Name

25 characters, alphanumeric

  - Salutation

15 characters, alphanumeric

Notes

255 characters, alphanumeric

Identifiers

10 characters, alpha only

Custom List 1

Custom List 2

Custom List 3

30 characters, alphanumeric (each field)

Custom Field 1

Custom Field 2

Custom Field 3

30 characters, alphanumeric (each field)

Billing Rate

10 characters, numeric including 4 decimal places

Cost Per Hour

10 characters, numeric including 4 decimal places

Terms

  - Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

   - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

   - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

   - % Discount

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

Tax Code (AU)3 characters, alphanumeric. When importing, must match a pre-existing GST code in the Tax Code List.

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing GST code in the GST Code List.

Credit Limit

7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Tax ID No.19 characters, alphanumeric

GST ID No.

19 characters, alphanumeric

Payment Method

20 characters, alphanumeric

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered

Card Number

4 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

BSB (AU only)

999-999 numeric format with non-numeric separator included

Account Number (AU)

9 characters, numeric.

Account Name (AU)32 characters, alphanumeric
Statement Text (AU)18 characters, alphanumeric
Remittance Method (AU)

1 character:

E = Email

P = Print

B = To be printed and emailed

A = Already printed or sent

Remittance Address (AU)

A valid email format

Account Number (NZ)Accepted formats are XX-XXXX-XXXXXXX-XXX numeric with non numeric separators included. For an account suffix with 2 numbers place a 0 before the two account suffix numbers.
Account Name (NZ)20 characters, alphanumeric
Particulars (NZ only)12 characters, alphanumeric
Code (NZ only)12 characters, alphanumeric
Reference (NZ only)12 characters, alphanumeric

A.B.N. (AU only)

11 characters, numeric with up to 3 spaces.

A.B.N. Branch (AU only)

11 characters, numeric.

Volume Discount%2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
Sales/Purchase Layout

S - Service

I - Item

P - Professional

M - Miscellaneous

T - Time Billing invoice

Any other value = No Default

Account

5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Comment

255 characters, alphanumeric.

Shipping Method

20 characters, alphanumeric

Printed Form

255 characters, alphanumeric

Freight Tax Code (AU)3 characters, alphanumeric. When importing, must match a pre-existing GST code in the Tax Code List.

Freight GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing GST code in the GST Code List.

Use Supplier’s Tax Code (AU)1 character. Any non‑blank character signifies that the supplier’s Tax code will be used on bills.

Use Supplier’s GST Code (NZ)

1 character. Any non‑blank character signifies that the supplier’s GST code will be used on bills.

Payment Memo

255 characters, alphanumeric

Invoice/Purchase Order Delivery

P=To be Printed

E=To be Emailed

B=To be Printed & Emailed

A=Already Printed or Sent

If field is left blank, it will be set to P=To be Printed

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

When importing, don't match the Record ID field unless you're importing data from the same company file.

^Conditional Field. At least one of these fields are required and must have a valid matching import field.

Employee cards
FieldDescription and Character Limits

^Co./Last Name

If a company name (no first name), 50 characters, alphanumeric. When importing, if First Name field is blank the card will be assgined the designation of Company.

If a last name, 30 characters, alphanumeric.

Note: A value must exist within this field if no value exists within the Card ID or Record ID fields.

First Name

20 characters, alphanumeric.

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

Card Status

If the field is blank or the letter N appears in the field, the card won’t be marked and it will have active status.

If the field contains a Y or any non-blank character (other then N), the card will be marked and it will have inactive status.

The Addr to Salutation fields repeat for each of the five addresses allowed per card entry.

Addr 1 (2-3-4-5)

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric

  - City

  - State

Cannot exceed 255 characters, alphanumeric (each field)

  - Postcode

10 characters, alphanumeric.

  - Country

255 characters, alphanumeric.

  - Phone No.1

  - Phone No.2

  - Phone No.3

21 characters, alphanumeric (each field)

  - Fax No.

  - Email

  - WWW

21 characters, alphanumeric (each field)

  - Salutation

15 characters, alphanumeric.

Notes

255 characters, alphanumeric.

Identifiers

10 characters, alpha only.

Custom List 1

Custom List 2

Custom List 3

30 characters, alphanumeric (each field)

Custom Field 1

Custom Field 2

Custom Field 3

30 characters, alphanumeric (each field)

Billing Rate

10 characters, numeric, including 4 decimal places

Cost Per Hour

10 characters, numeric, including 4 decimal places

Account Number (NZ only)Accepted formats are XX-XXXX-XXXXXXX-XX or XX-XXXX-XXXXXXX-XXX numeric with non numeric separators included
Account Name (NZ only)20 characters, alphanumeric
Particulars (NZ only)12 characters, alphanumeric
Code (NZ only)12 characters, alphanumeric
Reference (NZ only)12 characters, alphanumeric

The following fields are only relevant to the AU version of the Employee Cards information. And for some of the these fields there are **Additional Requirements. That is,

  • Payroll Tax Tables must be loaded into the company file.
  • Information must be completed in the General Payroll Information window.

Number of Bank Accounts

1 character, numeric

BSB

7 characters, numeric including non-numeric separator. For example 999-999

Account Number

9 characters, numeric.

Account Name

32 characters, alphanumeric.

Statement Text

18 characters, alphanumeric

Bank Value

If Bank Value type is Dollars - 13 characters numeric before decimal point, 2 characters numeric after decimal point

If Bank Value type is Percent - 3 characters, numeric before decimal point, 2 characters, numeric after decimal point

Total for Bank Value and Bank Value 2 cannot exceed 100%.

Bank Value Type

1 character, alpha only

D = Dollars

P = Percent

BSB 2

7 characters, numeric including non-numeric separator. For example 999-999

Account Number 2

9 characters, numeric

Account Name 2

32 characters, alphanumeric

Bank Value 2

If Bank Value type is Dollars - 13 characters numeric before decimal point, 2 characters numeric after decimal point

If Bank Value type is Percent - 3 characters, numeric before decimal point, 2 characters, numeric after decimal point

Total for Bank Value and Bank Value 2 cannot exceed 100%.

Bank Value Type 2

1 character, alpha only

D = Dollars

P = Percent

BSB 3

7 characters, numeric including non-numeric separator. For example 999-999

Account Number 3

9 characters, numeric

Account Name 3

32 characters, alphanumeric

Employment Basis

1 character, numeric (0 = Individual, 1 = Labour Hire, 2= Other)  

Payment Method

1 character, numeric (1 = Cash, 2 = Cheque, 3 = Electronic)

Employment Classification

255 characters, alphanumeric

Date of Birth

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.

Gender

1 alphabetic character (M = Male, F = Female, I = Indeterminate)

Start Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years

Termination Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.

Pay Basis

1 character, alphabetic. (S - Salary, H - Hourly). See **Additional Requirements below.

Salary/Rate

13 characters plus 4 decimal places (Hourly Salary)

13 characters plus 2 decimal places (Annual Salary)

If more than 4 decimal places: rounds Hourly Salary to 4 decimal places; Annual Salary is rounded to 2 decimal places.

See **Additional Requirements below.

Pay Frequency

1 character, alphabetic

W - Weekly

F- Fortnightly

T - Twice a Month

M - Monthly

See **Additional Requirements below.

Hours in Pay Period

3 digits, plus 3 decimal places.See **Additional Requirements below.

Wages Expense Account

5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234. Must be a valid, pre-existing account number. See **Additional Requirements below.

Superannuation Fund

76 alphanumeric. Must be a valid, pre-existing Superannuation Fund within the company file. See Additional Requirements below.

Employee Membership No.

16 alphanumeric. See **Additional Requirements below.

Tax File Number

9 numeric. See **Additional Requirements below.

Tax Table

34 alpha. Must match an existing Tax Table contained within the company file. See **Additional Requirements below.

Withholding Variation Rate

3 digits, plus 4 decimal places. Tax Table assigned to the employee card must be Withholding Variation. See **Additional Requirements below.

Total Rebates

13 digits, plus 2 decimal places. See **Additional Requirements below.

Extra Tax

13 digits, plus 2 decimal places. See Additional Requirements below.

Default Category

15 alphanumeric. Must match an existing Category in the company file. See **Additional Requirements below.

^Record ID

10 numeric characters. The Record ID is an internal number in your company file.

When importing, don't match the Record ID field unless you're importing data from the same company file.

Employment Category

1 alphabetic character (P=Permanent, T=Temporary)

Employment Status

1 alphabetic character (F = Full Time, P = Part Time, O = Other, C = Casual)

Terminated By40 alphanumeric characters
Method of Termination

1 alphabetic character (C = By Consent, N = By Notice, S = Summarily, O = Other)

Termination Reason255 alphanumeric characters
Pay Slip Delivery

1 character, alphabetic

P = To be Printed

E = To be Emailed

B = To be Printed and Emailed

A = Already Printed or Sent

Pay Slip Email255 alphanumeric
Memo255 alphanumeric

^Conditional Field. At least one of these fields are required and must have a valid matching import field.

**Additional Requirements

  • Payroll Tax Tables must be loaded into the company file.
  • Information must be completed in the General Payroll Information window.
Personal cards

Field

Description and Character Limits

^Co./Last Name

If a company name (no first name), 50 characters, alphanumeric. When importing, if First Name field is blank the card will be assgined the designation of Company.

If a last name, 30 characters, alphanumeric.

First Name

20 characters, alphanumeric.

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

Card Status

If blank or the letter “N” appears in the field, the card won’t be marked and it will have active status.

If the field contains a Y or any non-blank character (other than N), the card will be marked and it will have inactive status.

Currency Code (Premier only)

3 characters, alphabetic. When importing, must match a pre-existing currency code in the Currency List. If no code specified, local currency is substituted.

Addr to Salutation fields are provided for each of the five addresses allowed per card entry.

Addr 1 (2-3-4-5)

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric

  - City

  - State

Cannot exceed 255 characters, alphanumeric (each field)

  - Postcode

10 characters, alphanumeric.

  - Country

255 characters, alphanumeric.

  - Phone No.1

  - Phone No.2

  - Phone No.3

21 characters, alphanumeric (each field)

  - Fax No.

  - Email

  - WWW

21 characters, alphanumeric (each field)

  - Salutation

15 characters, alphanumeric.

Notes

255 characters, alphanumeric.

Identifiers

10 characters, alpha only.

Custom List 1

Custom List 2

Custom List 3

30 characters, alphanumeric (each field)

Custom Field 1

Custom Field 2

Custom Field 3

30 characters, alphanumeric (each field)

^Record ID

10 numeric characters. The Record ID is an internal number in the company file.

When importing, don't match the Record ID field unless you're importing data from the same company file.

^Conditional Field. At least one of these fields are required and must have a valid matching import field.

Contact logs

Field

Description and Character Limits

^Co./Last Name

50 characters, alphanumeric

First Name

20 characters, alphanumeric

^Card ID

15 characters, alphanumeric

^Card Record ID

10 characters, alphanumeric

Contact

255 characters, alphanumeric

^ Date

10 characters, alphanumeric

Notes

255 characters, alphanumeric

Elapsed Time

4 characters, numeric

Recontact Date

10 characters, date

Remove from Contact Alert

1 character, alpha

^ Contact Log Record ID

10 characters, numeric

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

Custom lists

Field

Description and Character Limits

*Custom List Name

30 characters, alphanumeric

*Type

1 character, alpha

*Number

1 character, alphabetic

Update Custom List Name

30 characters, alphanumeric

*Required Field. When importing, this field must have a valid matching import field.

Items

Field

Description and Character Limits

*Item Number

30 characters, alphanumeric

Item Name

30 character, alphanumeric

Buy

1 character. Any non‑blank character signifies that the item is bought.

Sell

1 character. Any non‑blank character signifies that the item is sold.

Inventory

1 character. Any non‑blank character signifies that the item is inventoried.

Asset Acct

Linked asset account. Must be a valid, pre-existing account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Income Acct

Linked income account. Must be a valid, pre-existing account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Expense/COS Acct

Linked expense or cost of sales account. Must be valid, pre-existing account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits , for example in a tab-delimited import/export file this would be 1‑1234.

Description

255 characters, alphanumeric.

Use Desc. On Invoice

1 character. Any non‑blank character signifies that the item description and not the item name should be used on the invoice

Custom List 1

Custom List 2

Custom List 3

30 characters, alphanumeric (each field). When importing, each entry must match an existing list entry

Custom Field 1

Custom Field 2

Custom Field 3

30 characters, alphanumeric (each field)

Primary Supplier

31 characters, alphanumeric. When importing, must match the name of a supplier card in the card file. (If the supplier is an individual, matches the name in this format: Lastname, Firstname.)

Supplier Item Number

30 characters alphanumeric.

Tax Code When Bought (AU)

GST Code When Bought (NZ)

3 characters, alphanumeric. Must match a pre-existing Tax code in the Tax Code List.

Buy Unit Measure

5 characters, alphanumeric.

No. Items/Buy Unit

4 characters, numeric.

Reorder Quantity

10 characters, numeric, including 3 decimal places.

Minimum Level

10 characters, numeric, including 3 decimal places.

Selling Price

11 characters, numeric, including 4 decimal places.

Sell Unit Measure

5 characters, alphanumeric.

Tax Code When Sold (AU)

GST Code When Sold (NZ)

3 characters, alphanumeric. Must match a pre-existing Tax/GST code in the Tax/GST Code List.

Sell Price Inclusive

1 character alphanumeric (X) indicates the selling price is GST/Tax inclusive.

Sales Tax Calc. Method (AU)

1 character:

0 indicates Actual Selling Price

3 indicates Base Selling Price

4 indicates Level A

5 indicates Level B

6 indicates Level C

7 indicates Level D

8 indicates Level E

9 indicates Level F

No. Items/Sell Unit

4 characters, numeric.

Quantity Break 1

This amount must be 0.000; set automatically.

Quantity Break 2

10 characters, numeric including 3 decimal places. Must be greater than zero but less than Quantity Break 3.

Quantity Break 3

10 characters, numeric including 3 decimal places. Must be greater than Quantity Break 2 but less than Quantity Break 4.

Quantity Break 4

10 characters, numeric including 3 decimal places. Must be greater than Quantity Break 3 but less than Quantity Break 5.

Quantity Break 5

10 characters, numeric including 3 decimal places. Must be greater than Quantity Break 4.

Price Level A-F,

Qty Break 1

11 characters, numeric including 4 decimal places.

Price Level A-F,

Qty Break 2-5

11 characters, numeric including 4 decimal places. (Price levels are available only when valid quantity breaks have been designated for the item.)

Inactive Item

If blank or the letter N appears in the field, the item won’t be marked and it will have active status.

If the field contains a Y or any non-blank character (other than N), the item will be marked and it will have inactive status.

Standard Cost

10 characters, numeric including 4 decimal places.

Default Ship/Sell Location

10 characters, alphanumeric.When importing, must match a pre-existing location in the company file.

Default Recvd/Auto Location

10 characters, alphanumeric.When importing, must match a pre-existing location in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Inventory adjustments

Field

Description and Character Limits

Journal Number

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.

Memo

255 characters, alphanumeric.

*Item Number

30 characters, alphanumeric. Must be a valid, pre-existing item number that is marked I Inventory.

Location

10 characters, alphanumeric.

Quantity

11 characters plus 3 decimal places. If more than 3 decimal places, it is rounded to 3 decimal places.

Unit Cost

11 characters plus 4 decimal places. If more than 4 decimal places, it is rounded to 4 decimal places.

*Amount

13 characters plus 2 decimal places. If more than 2 decimal places, it is rounded to 2 decimal places.

Account 

5 characters, numeric. Must be valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits , for example in a tab-delimited import/export file this would be 1‑1234.

Job

15 characters, alphanumeric. Must match pre-existing job number in the company file.

Allocation Memo

255 characters, alphanumeric

Is Year-End Adjustment

1 character, alphabetic

Y = Yes

N = No

*Required Field. When importing, these fields must have valid matching import fields.

Jobs

Field

Description and Character Limits

*Job Number

15 characters, alphanumeric.

Job Name

25 characters, alphanumeric.

Sub Job Of

15 characters, alphanumeric.

Header

If the fields contains an H, the Header radio button will be marked.

If the field contains a D, the Detail radio button will be marked.

Description

255 characters, alphanumeric

Contact

25 characters, alphanumeric

Percent Complete

Number not greater than 100 (2 numeric characters before and after a decimal point. If there are more than 2 characters after the decimal point, they will be rounded to two characters.

Start Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.

Finish Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as separator between months, days and years.

Manager

25 characters, alphanumeric

Linked Customer

Must match a pre-existing customer card in the company file.

  • If a company name (no first name), 50 characters, alphanumeric
  • If a last name, 30 characters, alphanumeric.

(If the card is an individual, must match both the first and last name in this format: Last name, First name.)

Inactive Job

If the field is blank or the letter N appears in the field, the box won’t be marked; the job will have active status.

If the field contains a Y or any non-blank character (other than N), the box will be marked; the job will have inactive status.

Track Reimbursables

If the fields contains a Y or any other non-blank character (except N), Track Reimbursables will be marked.

If the field contains an N or is blank, Track Reimbursables won’t be marked.

*Required Field. When importing, this field must have a valid matching import field.

General journal entries

Field

Description and Character Limits

Journal Number

255 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non-numeric as a separator between months, days and years.

Memo

255 characters, alphanumeric

*GST/ BAS Reporting

S for Sale (Supply) or P for Purchase (Acquisition). When importing, if the field is blank and the transaction doesn’t have a Tax amount, it will be imported and reported on the GST Exceptions report.

*GST Reporting (NZ)S for Sale (Supply) or P for Purchase (Acquisition). When importing, if the field is blank and the transaction doesn’t have a GST amount, it will be imported and reported on the GST Exceptions report.

Inclusive

1 character alphanumeric (X) indicates the amount is GST-inclusive.

*Account Number

5 characters, numeric. Must be a valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Is Credit

1 character, alphabetic
Y = Credit
N = Debit

*Amount15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. If the Tax code is not a pre-existing Tax/GST code, the transaction will be imported on a Tax/GST-exclusive basis.

*Tax Amount (AU)

*GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

If there's no tax, this field must be 0.

Currency Code (Premier only)3 character alphanumeric.

Allocation Memo

255 characters, alphanumeric.

Category

15 characters, alphanumeric.

Is Year-End Adjustment

1 character, alphabetic
Y = Yes
N = No

*Required Field. When importing, this field must have a valid matching import field.

Transaction journals

You can export journal entries from all source journals—General, Sales, Purchases, Receipts, Disbursements, Inventory, and All.

When journal entries are imported, entries from all source journals are added to the General Journal.

Field

Description and Character Limits

Journal Number

8 characters, alphanumeric.

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.

Memo

255 characters, alphanumeric.

*Account Number

5 characters, numeric. Must be a valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Is Credit

1 character, alphabetic

Y = Credit

N = Debit

Amount15 characters (including 2 decimal places). More than 2 decimal places, are rounded to 2 decimal places.

Job

15 characters, alphanumeric. When importing, must match a pre-existing job number in the AccountRight company file.

Currency Code (Premier only)

3 characters, alphabetic. Must be specified for a foreign currency account and must match the currency code of the account. Only one foreign currency per journal entry.

Allocation Memo

255 characters, alphanumeric

Category

15 characters, alphanumeric

Is Year-End Adjustment

1 character, alphabetic

Y = Yes

N = No

*Required Field. When importing, this field must have a valid matching import field.

Pay bills

Pay Bills records can only be imported.

Field

Description and Character Limits

^Co./Last Name

255 characters, alphanumeric

First name

255 characters, alphanumeric

Payee

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric.

*Payment Account No.

5 characters, numeric. Must be a valid, pre-existing MYOB AccountRight account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Cheque Number

8 characters, alphanumeric

Payment Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Statement Text (AU)

18 characters, alphanumeric

^Purchase No.

8 characters, alphanumeric

^Supplier’s No.

20 characters, alphanumeric

Bill Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

*Amount Applied

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Memo255 characters, alphanumeric
Already Printed1 alpha
Currency Code (Premier only)3 characters, alphabetic. Must be specified for a foreign currency account and must match the currency code of the account. Only one foreign currency per journal entry.

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

Delivery Status

1 alphabetic character

P = To be Printed

E = To be Emailed

B = To be Printed & Emailed

A = Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

*Required Field. When importing, this field must have a valid matching import field.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

Purchases

Importing purchases (any type) with the freight on purchases tracking turned off will cause an error and import will fail. This is a known issue which will be fixed in a future release.

If you experience this error:

  1. Go to the Setup menu > Linked Accounts > Purchases Accounts. The Purchases Linked Accounts window appears.
  2. Select I pay freight on purchases and choose an Expense or Cost of Sales Account for Freight.
  3. Import the purchases again.
Service purchases

Field

Description and Character Limits

^Co./Last Name

Must match a pre-existing card in your company file. If a company name, 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE: To match a pre-existing card designated as “Individual”, both the last and first names must be included.

First Name

20 characters, alphanumeric

Addr 1

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Purchase No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Supplier Invoice No.

20 characters, alphanumeric

Ship Via

20 characters, alphanumeric. If the ship via method does not exist in the shipping methods list, it will be ignored.

Delivery Status

P =To be Printed

E =To be Emailed

B =To be Printed & Emailed

A =Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

Description

255 characters, alphanumeric

*Account No.

5 characters, numeric. Must be valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric. Must match a pre-existing job number in the company file.

Comment

255 characters, alphanumeric

Journal Memo

255 characters, alphanumeric

Shipping Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Freight Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Freight Tax Code (AU)

Freight GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Freight Tax Amount (AU)

Freight GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Purchase Status

1 character.

O - the purchase is an order

Q - the purchase is a quote

Any other character or no character indicates the purchase is a bill.

Currency Code (Premier only)

3 characters, alphabetic. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. When importing, must match customer/supplier currency code.

Terms

  – Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

  - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - % Discount

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

Amount Paid

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Category

15 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Item purchases

Field

Description and Character Limits

^Co./Last Name

When importing, must match a pre-existing card in the company file. If a company name, 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE:   To match a pre-existing card designated as “Individual”, your software requires both the last and first names.

First Name

20 characters, alphanumeric.

Addr 1

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric.

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Purchase No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.

Supplier Invoice No.

20 characters, alphanumeric

Ship Via

20 characters, alphanumeric

Delivery Status

P =To be Printed

E =To be Emailed

B =To be Printed & Emailed

A =Already Printed or Sent

If field is blank, it will be set to P=To be Printed

*Item Number

30 characters, alphanumeric. Must match an pre-existing item in your company file.

Quantity

10 characters, numeric. Allows 3 decimal places and decimal point.

Description

255 characters, alphanumeric

Price

11 characters, numeric, including 3 decimal places

Discount

10 characters, numeric, including 2 decimal places

Total

15 characters (including 2 decimal places) from Dollars amount field. More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric. When importing, must match a pre-existing job number in the company file.

Comment

255 characters, alphanumeric

Journal Memo

255 characters, alphanumeric

Shipping Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing GST code in the GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Freight Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Freight Tax Code (AU)

Freight GST Code (NZ)

3 characters, alphanumeric. Must match a pre-existing Tax/GST code in the Tax/GST Code List.

Freight Tax Amount (AU)

Freight GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Purchase Status

1 character. Letter “O” indicates the purchase is an order; Q indicates the purchase is a quote. Any other character or no character indicates the purchase is a bill.

Currency Code (Premier only)

3 characters, alphabetical; one code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. Must match customer/supplier currency code.

Terms

  – Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

  - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

   - % Discount

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

Amount Paid

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Category

15 characters, alphanumeric

Order

10 characters, numeric ‑ allows 3 decimal places and decimal point.

Received

10 characters, numeric ‑ allows 3 decimal places and decimal point.

Billed

10 characters, numeric ‑ allows 3 decimal places and decimal point. When importing, billed quantity cannot exceed the Received quantity or the Ordered quantity.

Location ID

10 characters, alphanumeric.

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Professional purchases

Field

Description and Character Limits

^Co./Last Name

Must match a pre-existing card in the company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE:   To match a pre-existing card designated as “Individual”, your software requires both the last and first names.

First Name

20 characters, alphanumeric.

Purchase No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system; allows any non‑numeric as a separator between months, days and years.

Supplier Invoice No.

20 characters, alphanumeric

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Delivery Status

P =To be Printed

E =To be Emailed

B =To be Printed & Emailed

A =Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

Journal Memo

255 characters, alphanumeric

Detail Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Description

255 characters, alphanumeric

*Account No.

5 characters, numeric. Must be a valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric. Must match a pre-existing job number in the company file.

Comment

255 characters, alphanumeric

Promised Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Purchase Status

1 character. Letter “O” indicates the purchase is an order; Q indicates the purchase is a quote. Any other character or no character indicates the purchase is a bill.

Currency Code (Premier only)

3 characters, alphabetic. One code per sale/purchase. Must match a pre-existing currency code in the Currency List and a customer/supplier currency code.

Terms

  - Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

  - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

% Discount

2 numeric characters to the left of a decimal point and 2 characters to the right of the decimal point (example: 00.10).

Amount Paid

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Category

15 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Miscellaneous purchases

Field

Description and Character Limits

^Co./Last Name

When importing, must match a pre-existing card in the company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE:   To match a pre-existing card designated as “Individual”, your software requires both the last and first names.

First Name

20 characters, alphanumeric.

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Supplier Invoice No.

20 characters, alphanumeric

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Memo

255 characters, alphanumeric.

Description

255 characters, alphanumeric

*Account Number

Must be a valid, pre-existing MYOB account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric. When importing, must match a pre-existing job number in the company file.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Purchase Status

1 alphanumeric character. Letter “O” indicates an order; Q indicates a quote. Any other character or blank indicates the purchase is a bill.

Currency Code (Premier only)

3 characters, alphabetic. One code per sale/purchase. When importing, must match customer/supplier currency code. (If blank, currency code on customer/supplier card substituted.)

Terms
  – Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

  - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - % Discount

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

Amount Paid

15 characters (including currency sign, comma and negative sign). If no decimal entered, .00 is appended. More than 2 decimal places are rounded to 2 decimal places.

Category

15 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Receive money

Field

Description and Character Limits

*Deposit Account

5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

If the cheque account doesn’t exist, a default account is substituted.

ID No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.

^Co./Last Name

255 characters, alphanumeric

First name

255 characters, alphanumeric

Memo

255 characters, alphanumeric

Inclusive

1 character alphanumeric (X) indicates the amount is Tax/GST-inclusive.

*Allocation Account No.

5 characters, numeric. Must be a valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job No.

15 characters, alphanumeric

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. If not a pre-existing Tax code, the Tax code and amount will be ignored, and the transaction will be imported on a Tax-exclusive basis.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Currency Code (Premier only)

3 characters, alphabetic. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. Must match customer/supplier currency code.

Payment Method

20 characters, alphanumeric.

Drawer/Account Name

50 characters, alphanumeric.

BSB (AU Only)

7 characters, numeric.

Account Number

9 characters, alphanumeric.

Cheque Number

17 characters, alphanumeric.

Card Number

25 characters, alphanumeric.

Name on Card

50 characters, alphanumeric.

Authorisation Code

30 characters, alphanumeric.

Notes

50 characters, alphanumeric.

Allocation Memo

255 characters, alphanumeric

Category

15 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.
The Record ID is an internal number within the company file.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Receive payments

Receive Payment records can only be imported.

Use this sample import file to help import your receive payment transactions (right-click the link and save the file to your desktop). Learn more about using an import template and Opening an export file in Excel.

This sample file is a comma separated file and cards should be matched using their Card ID as shown in this example.

Field

Description and Character Limits

^Co./Last Name

255 characters, alphanumeric

First name

255 characters, alphanumeric

*Deposit Account No.

5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

If the cheque account doesn’t exist in the company file, a default account is substituted.

ID No.

8 characters, alphanumeric

Receipt Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.

^Invoice No.

8 characters, alphanumeric

^Customer PO No.

20 characters, alphanumeric

Invoice Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.

*Amount Applied

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Memo

255 characters, alphanumeric.

Currency Code (Premier only)

3 characters, alphabetic. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. Must match customer/supplier currency code.

Payment Method

20 characters, alphanumeric.

Payment Notes

50 characters, alphanumeric.

Drawer/Account Name

50 characters, alphanumeric.

BSB

7 characters, numeric.

Account Number

9 characters, alphanumeric.

Name on Card

50 characters, alphanumeric.

Card Number

25 characters, alphanumeric.

Authorisation Code30 characters, alphanumeric.

Cheque No:

17 characters, alphanumeric.

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters. The Record ID is an internal number within the company file.

*Required Field. When importing, this field must have a valid matching import field.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

Sales
Service sales

Field

Description and Character Limits

^Co./Last Name

When importing, must match a pre-existing card in the company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE:   To match a pre-existing card designated as “Individual”, your software requires both the last and first names.

First Name

20 characters, alphanumeric

Addr 1

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Invoice No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Customer PO

20 characters, alphanumeric

Ship Via

20 characters, alphanumeric. If the ship via method does not exist in the shipping methods list, it will be ignored

Delivery Status

P =To be Printed

E =To be Emailed

B =To be Printed & Emailed

A =Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

Description

255 characters, alphanumeric

*Account No.

5 characters, numeric. Must be valid, pre-existing account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric. When importing, must match pre-existing job number in your company file.

Comment

255 characters, alphanumeric

Journal Memo

255 characters, alphanumeric

Salesperson Last Name

31 characters, alphanumeric. When importing, must match the name on an employee card in the MYOB AccountRight company file.

Salesperson First Name

15 characters, alphanumeric.

Promised Date10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
Referral Source20 characters, alphanumeric.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Freight Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Freight Tax Code (AU)

Freight GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GSTcode in the Tax/GST Code List.

Freight Tax Amount (AU)

Freight GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Sale Status

1 character. Letter “O” indicates the sale is an order; Q indicates the sale is a quote. Any other character or no character indicates the sale is an invoice.

Currency Code (Premier only)

3 characters, alpha. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. Must match customer/supplier currency code.

Terms

  – Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

  - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - % Discount

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

  - % Monthly Charge

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of a decimal point (example: 00.20).

Amount Paid

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Card Number

4 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Authorisation Code

255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

BSB (AU)

25 characters, alphanumeric. Only available for cheque payment method type.

Account Number (AU)

25 characters, alphanumeric. Only available for cheque payment method type.

Drawer/Account Name (AU)

32 characters, alphanumeric. Only available for cheque payment method type.

Cheque Number

8 characters, alphanumeric. Available only if a cheque payment method type is entered.

Category

15 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters. The Record ID is an internal number within the company file.

*Required Field. When importing, this field must have a valid matching import field.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

Item sales

Field

Description and Character Limits

^Co./Last Name

When importing, must match a pre-existing card in your MYOB AccountRight company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE:  To match a pre-existing card designated as “Individual”, your software requires both the last and first names.

First Name

20 characters, alphanumeric.

Addr 1

  - Line 1

  - Line 2

   - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric.

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Invoice No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Customer PO

20 characters, alphanumeric

Ship Via

20 characters, alphanumeric

Delivery Status

P =To be Printed

E =To be Emailed

B =To be Printed & Emailed

A =Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

*Item Number

30 characters, alphanumeric. When importing, must match an pre-existing item in the company file.

Quantity

10 characters, numeric ‑ allows 3 decimal places and decimal point.

Description

255 characters, alphanumeric

Price

11 characters, numeric, including 3 decimal places

Discount

10 characters, numeric, including 2 decimal places

Total

15 characters (including currency signs and negative signs) from the Dollars amount field.

Job

15 characters, alphanumeric. When importing, must match pre-existing job number in the company file.

Comment

255 characters, alphanumeric

Journal Memo

255 characters, alphanumeric

Salesperson Last Name

31 characters, alphanumeric. When importing, must match the name of an employee card in the company file.

Salesperson First Name

20 characters, alphanumeric.

Shipping Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric character as a separator between months, days and years.

Referral Source20 characters, alphanumeric.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Freight Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Freight Tax Code (AU)

Freight GST Code (NZ)

3 characters, alphanumeric. When importing, this must match a pre-existing Tax/GST code in the Tax/GST Code List.

Freight Tax Amount (AU)

Freight GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Sale Status

1 alphanumeric character. Letter “O” indicates an order; Q indicates a quote. Any other character or blank indicates the sale is an invoice.

Currency Code (Premier only)

3 characters, alpha. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. Must match customer/supplier currency code.

Terms

  – Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

  - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - % Discount

2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

  - % Monthly Charge

2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.20).

Amount Paid

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Card Number

4 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Authorisation Code

255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

BSB (AU)

25 characters, alphanumeric. Only available for cheque payment method type.

Account Number

25 characters, alphanumeric. Only available for cheque payment method type.

Drawer/Account Name

32 characters, alphanumeric. Only available for cheque payment method type.

Cheque Number

8 characters, alphanumeric. Only available for cheque payment method type.

Category

15 characters, alphanumeric

Location ID

10 characters, alphanumeric. )

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Professional sales

Field

Description and Character Limits

^Co./Last Name

When importing, must match a pre-existing card in your company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE: To match a pre-existing card designated as “Individual”, your software requires both the last and first names.

First Name

20 characters, alphanumeric

Invoice #

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Customer PO

20 characters, alphanumeric

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Delivery Status

P =To be Printed

E =To be Emailed

B =To be Printed & Emailed

A =Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

Detail Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Description

255 characters, alphanumeric

*Account No.

5 characters, numeric. Must be a valid, pre-existing MYOB AccountRight account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric. When importing, must match a pre-existing job number in the company file.

Comment

255 characters, alphanumeric

Journal Memo

255 characters, alphanumeric

Promised Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Referral Source20 characters, alphanumeric.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Sale Status

1 alphanumeric character. Letter “O” indicates an order; Q indicates a quote. Any other character or blank indicates the sale is an invoice.

Currency Code (Premier only)

3 characters, alphabetic. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. Must match customer/supplier currency code.

Terms

  - Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

  - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - % Discount

2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

  - % Monthly Charge

2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.20).

Salesperson Last Name

31 characters, alphanumeric. When importing, must match the name of an employee card in the company file.

Salesperson First Name

15 characters, alphanumeric.

Amount Paid

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Card Number

4 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Expiry Date

10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Authorisation Number

255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

BSB (AU)

25 characters, alphanumeric. Only available for cheque payment method type.

Account Number

25 characters, alphanumeric. Only available for cheque payment method type.

Drawer/Account Name

32 characters, alphanumeric. Only available for cheque payment method type.

Cheque No

8 characters, alphanumeric. Only available for cheque payment method type.

Category

15 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Time billing sales

Field

Description and Character Limits

^Co./Last Name

When importing, must match a pre-existing card in the company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE:  To match a pre-existing card designated as “Individual”, your software requires both the last and first names.

First Name

20 characters, alphanumeric.

**Addr 1

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric.

Invoice No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Customer PO

20 characters, alphanumeric

**Ship Via

20 characters, alphanumeric

Delivery Status

P =To be Printed

E =To be Emailed

B =To be Printed & Emailed

A =Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

Detail Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

*Activity ID

30 characters, alphanumeric

Hours/Units

11 characters, numeric (may be negative or blank)

Note

255 characters, alphanumeric

Rate

11 characters, numeric

Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric. When importing, must match a pre-existing job number in your MYOB AccountRight company file.

Comment

255 characters, alphanumeric

Journal Memo

255 characters, alphanumeric

Promised Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

**Freight Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

**Freight Tax Code (AU)

**Freight GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

**Freight Tax Amount (AU)

**Freight GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Sale Status

1 alphanumeric character. Letter “O” indicates an order; Q indicates a quote. Any other character or blank indicates the sale is an invoice.

Currency Code (Premier only)

3 characters, alphabetic. One code per sale/purchase. When importing, must match a pre-existing currency code in the Currency List. Must match customer/supplier currency code.

Terms

   - Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

   - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - % Discount

2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

  - % Monthly Charge

2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.20).

Salesperson Last Name

31 characters, alphanumeric. When importing, must match the name of an employee card in the company file.

Salesperson First Name

30 characters, alphanumeric.

Referral Source

20 characters, alphanumeric

Amount Paid

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card method type is entered.

Card Number

4 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Authorisation Code

255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Cheque Number

8 characters, alphanumeric. Available only if a cheque payment method type is entered.

BSB (AU)

25 characters, alphanumeric. Only available for cheque payment method type.

Account Number

25 characters, alphanumeric. Only available for cheque payment method type.

Drawer/Account Name

32 characters, alphanumeric. Only available for cheque payment method type.

 

 

Inc-Tax Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Category

15 characters, alphanumeric

Location ID

10 characters, alphanumeric. When importing, must match an pre-existing location in the company file.

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters. The Record ID is an internal number in the company file.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

** This field appears only if you selected the I Include Items on Time Billing Invoices option in the Preference window.

Miscellaneous sales

Field

Description and Character Limits

^Co./Last Name

When importing, must match a pre-existing card in the company file. If a company name (no first name), 50 characters, alphanumeric. If an individual’s last name, 30 characters, alphanumeric.

NOTE:  To match a pre-existing card designated as “Individual”, your software requires both the last and first names.

First Name

20 characters, alphanumeric.

Invoice No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Customer PO

20 characters, alphanumeric

Inclusive

1 character alphanumeric (X) indicates the amount is tax-inclusive.

Memo

255 characters, alphanumeric.

Salesperson Last Name

31 characters, alphanumeric. When importing, must match the name of an employee card in the AccountRight company file.

Salesperson First Name

30 characters, alphanumeric.

Referral Source20 characters, alphanumeric.

Description

255 characters, alphanumeric

*Account No.

5 characters, numeric. Must be valid, pre-existing MYOB AccountRight account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job

15 characters, alphanumeric. When importing, must match a pre-existing job number in your company file.

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing Tax/GST code in the Tax/GST Code List.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Sale Status

1 alphanumeric character. O indicates an order. Q indicates a quote. Any other character or blank indicates the sale is an invoice.

Currency Code (Premier only)

3 characters, alpha. One code per sale/purchase. When importing, must match customer/supplier currency code. (If blank, currency code on customer/supplier card is substituted.)

Terms

  – Payment is Due

 

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD

1 - Prepaid

2 - In a Given # of Days

3 - On a Day of the Month

4 - # of days after EOM

5 - Day of Month after EOM

   - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0‑999.
  • If code 3 or 5 indicates when payment is due, use a date from 1‑31. (EOM=31)

  - % Discount

2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.10)

  - % Monthly Charge

2 numeric characters to the left of the decimal point and 2 numeric characters to the right of the decimal point (example: 00.20)

Amount Paid

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card method type is entered.

Card Number

4 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Authorisation Code

255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

BSB (AU)

25 characters, alphanumeric. Only available for cheque payment method type.

Account Number

25 characters, alphanumeric. Only available for cheque payment method type.

Drawer/Account Name

32 characters, alphanumeric. Only available for cheque payment method type.

Cheque Number

8 characters, alphanumeric. Available only if a cheque payment method type is entered.

Category

15 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters.

The Record ID is an internal number within the company file.

*Required Field. When importing, this field must have a valid matching import field.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

Spend money

Field

Description and Character Limits

*Cheque Account

5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

If the cheque account doesn’t exist, a default account is substituted.

Cheque No.

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.

Inclusive

1 character alphanumeric (X) indicates the amount is GST-inclusive.

^Co./Last Name

255 characters, alphanumeric

First name

255 characters, alphanumeric

Addr 1

  - Line 1

  - Line 2

  - Line 3

  - Line 4

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric.

Memo

255 characters, alphanumeric

*Allocation Account No.

5 characters, numeric. Must be a valid, pre-existing MYOB AccountRight account number. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

*Amount

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Job No.

15 characters, alphanumeric

Tax Code (AU)

GST Code (NZ)

3 characters, alphanumeric. If the GST code is not a pre-existing Tax/GST code, the Tax/GST code and amount will be ignored, and the transaction will be imported on a Tax/GST-exclusive basis.

Tax Amount (AU)

GST Amount (NZ)

15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places.

Printed

1 character alphanumeric indicates the transaction has already been printed.

Currency Code (Premier only)

3 character alphanumeric.

Statement Text

18 characters, alphanumeric

Allocation Memo

255 characters, alphanumeric

Category

15 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters. The Record ID is an internal number within the company file.

Is Year-End Adjustment

1 alpha character,

Y = Yes

N = No

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Timesheets

Importing timesheets (Plus and Premier, Australia only)

When you import timesheets, only the entries that don’t have activity slips associated with them are included. You must import activity slips to complete the process.

Field

Description and Character Limits

^Employee Co./Last Name

When importing, must match a pre-existing employee card or supplier card in the MYOB AccountRight company file.

  • If a company name (no first name), 50 characters, alphanumeric.
  • If a last name, 30 characters, alphanumeric.

(If the card is an individual, matches the last name, followed by a comma and a space and the first name.)

Employee First Name

20 characters, alphanumeric

*Payroll Category31 characters, alphanumeric
Job15 characters, alphanumeric. When importing, must match a pre-existing job in the company file.
Customer Co./Last NameIf a company name (no first name), 31 characters, alphanumeric.
Customer First Name20 characters, alphanumeric
Notes255 characters, alphanumeric
*Date10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years.
*Units11 characters, numeric, including 2 decimal places

^Emp. Card ID

15 characters, alphanumeric

^Emp. Record ID

10 characters, numeric

Start/Stop Time

11 characters, numeric

^Customer Card ID

15 characters, alphanumeric.

^Customer Record ID

10 characters, alphanumeric.

^Conditional Fields. When importing, one or more fields must contain valid entries for matching fields in the company file.

*Required Field. When importing, this field must have a valid matching import field.

Tax / GST code list

Import Non-Consolidated codes before Consolidated Codes.

Field

Description and Character Limits

Non-Consolidated Codes Fields

*Tax Code (AU)

*GST Code (NZ)

 

3 characters, alphanumeric

Description

255 characters, alphanumeric.

*Tax Type (AU)

*GST Type (NZ)

255 characters, alphanumeric. When importing, must match a pre-existing GST type.

*Rate

2 numeric characters before and after a decimal. The Tax/GST rate may not be negative.

Linked Account for Tax/GST Collected

Must be a valid, pre-existing account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Linked Account for Tax/GST Paid

Must be valid, pre-existing account number. 5 characters, numeric. May have an optional non‑numeric separator between the first digit and the last 4 digits, for example in a tab-delimited import/export file this would be 1‑1234.

Linked Card for Tax/GST Authority

When importing, must match a pre-existing customer card in the MYOB AccountRight company file. If a company name (no first name), 31 characters, alphanumeric. If a last name, 15 characters, alphanumeric. (If the card is an individual, matches both names in this format: Lastname, Firstname.)

Luxury Car Tax Threshold

21 characters (including the currency sign, comma and negative sign). If no decimal entered, appends .00. More than 2 decimal places are rounded to 2 decimal places.

Consolidated Codes Fields

*Consolidated Tax/GST Code

3 characters, alphanumeric. To fully import the consolidated GST code, all sub-codes must be pre-existing GST codes. The rate of the consolidated GST code is calculated automatically by your software as the total of the sub-GST code rates.

Consolidated Code Description

255 characters, alphanumeric. If no description is imported, Imported Consolidated Code will be entered automatically as the description.

*Sub-Tax Code (AU)

*Sub-GST Code (NZ)

3 characters, alphanumeric. When importing, must match a pre-existing GST code.

*Required Field. When importing, this field must have a valid matching import field.


Fields don't match your AccountRight version? This list is for MYOB AccountRight 2011 or later . If you're using MYOB AccountRight v19 or earlier, see the list for your country version: Australia | New Zealand .

Ready to go?

When you're ready to go, see the Exporting data or Importing data topics.