Importing transactions exported from a third-party product into MYOB Ledger

This support note applies to:

• AE Statutory Reporter (NZ)
• AO Statutory Reporter (NZ)
• AO Statutory Reporter (AU)
• AE Statutory Reporter (AU)

Transactions can be imported into Client Accounting using the Manage client file imports wizard where your configured ledger is an MYOB Ledger. You can find this function on the Tasks bar of your client's Client Accounting > Trial Balance (or Workpapers) tab.

If your client's accounting software has the option to export transactions in an MYE format, choose this option. This is an MYOB file type and requires no additional formatting.

If you don't have this option, choose a .CSV or Excel file type. These files may require some additional customisation to import into MYOB ledger. For example:

If you're not sure how to export data from a 3rd party accounting software, check the product help for that software.

You can find all information on importing data into Client Accounting in the following topics:

• Importing an .MYE or .TXT file
• Importing a .CSV file
• Importing a Chart of Accounts
• Importing a Bank Statement into MYOB Ledger (.QIF)
• Importing transactions from QuickBooks Online
• Using the QuickBooks 2014 template