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MYOB Ledger only

There are three ways to import a Chart of Accounts:

  • Creating a new AE/AO Ledger
  • Importing via cashbook
  • Importing via Mange client file import.

You can create a ledger using a number of pre-determined account charts or you can select to have a blank chart and subsequently import the required account codes.

You can import account codes from a comma separated variable (CSV) file format with the following column headings:

Code, Description, Account Group, GST Type, Opening Balance, Opening Balance Date.

Here is a sample of the csv file format. Ledger chart import.csv

To import the chart in csv format
  1. Open the client record and go to the Client Accounting > Workpapers tab.
  2. On the TASKS bar, click Launch AE/AO ledger.

    Cashbook opens in your web browser.
  3. On the menu bar, select Settings and Accounts list.
  4. Click Import.

    The Choose File to Upload window appears.
  5. Navigate to and select the relevant file and click Open. The accounts are imported into the Ledger and any anomalies during the import process are shown.