- Created by Fotini Triantafillou, last modified by AdrianC on Mar 14, 2023
https://help.myob.com/wiki/x/8YFk
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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.
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.
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.
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 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 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 | 30 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 | 10 characters, alphanumeric in the form h:mm:ss AM/PM, e.g. 4:40:00 AM. Available only for hourly activities. |
Stop Time | 10 characters, alphanumeric in the form h:mm:ss AM/PM, e.g. 8:15:00 PM. 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.
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.
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. - 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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 "[ ] ! # $ % * ; = @ <>\ _ { } ^~`"
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. - 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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. |
Report Taxable Payments (AU) | 1 character. If the field contains the letter N or any non-blank character (other than Y), the card won’t be marked for reporting taxable payments. If the field is blank or contains a Y, the card will be marked for reporting taxable payments. |
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.
| 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 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. - 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,
| |
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 By | 40 alphanumeric characters |
| Method of Termination | 1 alphabetic character (C = By Consent, N = By Notice, S = Summarily, O = Other) |
| Termination Reason | 255 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 Email | 255 alphanumeric |
| Memo | 255 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.
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. - 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.
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.
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.
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.
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 | 30 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.
Field | Description and Character Limits |
|---|---|
*Job Number | 30 characters, alphanumeric. |
Job Name | 25 characters, alphanumeric. |
Sub Job Of | 30 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 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.
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 (AU) | 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 |
| *Amount | 15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places. |
| Amount Foreign (Premier only) | 15 characters (including 2 decimal places). More than 2 decimal places are rounded to 2 decimal places. |
Job | 30 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. |
Tax Amount Foreign (AU) GST Amount Foreign (NZ) (Premier only) | 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. |
| Exchange Rate (Premier only) | 10 characters (including decimal point) |
Category | 15 characters, alphanumeric. |
| Is Year-End Adjustment | 1 character, alphabetic |
*Required Field. When importing, this field must have a valid matching import field.
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 |
| Amount | 15 characters (including 2 decimal places). More than 2 decimal places, are rounded to 2 decimal places. |
Job | 30 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 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. |
| Memo | 255 characters, alphanumeric |
| Already Printed | 1 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.
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 | 30 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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.
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 | 30 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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.
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 | 30 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
% 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.
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 | 30 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 | 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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.
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. | 30 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. |
^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 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 Code | 30 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.
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 | 30 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 Date | 10 characters, alphanumeric. Follows date convention of your system. Allows any non‑numeric as a separator between months, days and years. |
| Referral Source | 20 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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.
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 | A 1 character alphanumeric ‘X’ specifies how the transaction is displayed on screen (either Inclusive or Exclusive). |
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. Figures in this field must be Tax exclusive. |
Discount | 10 characters, numeric, including 2 decimal places |
Total | 15 characters (including currency signs and negative signs) from the Dollars amount field. Figures in this field must be Tax exclusive. |
Job | 30 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 Source | 20 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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.
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 | 30 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 Source | 20 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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.
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 | 30 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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.
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 Source | 20 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 | 30 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:
|
- Balance Due Days | 3 characters, numeric, based on Payment is Due code:
|
- % 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.
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. | 30 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.
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 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 Category | 31 characters, alphanumeric |
| Job | 30 characters, alphanumeric. When importing, must match a pre-existing job in the company file. |
| Customer Co./Last Name | If a company name (no first name), 31 characters, alphanumeric. |
| Customer First Name | 20 characters, alphanumeric |
| Notes | 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. |
| *Units | 11 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.
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 .
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