Page tree


 

 

What data is migrated?

  • General assets (i.e. non-pooled assets)
  • Small business and low value pooled assets
  • Taxation and accounting data
  • AO GL: Assets linked to an unidentified pool
  • NZ AMS: Location, serial number, units, premium due date and insured value are supported for migration.
  • AE Assets: Association types - only location is supported for migration however, other association types such as Asset type, Cost centre and Supplier data will be migrated to the Notes section of the asset in Client Accounting Assets.

Before you begin...

Make sure you don't already have an existing asset register for your client in Client Accounting Assets.

If an assets register already exists, the Migrate data button will be greyed out.

As data can only be migrated into a brand new asset register, if you already have an existing Client Accounting Assets register for your client, you can either delete the register and re-migrate the assets, or if you already have transactions, it may be easier for you to simply recreate the asset in the Client Accounting Assets register.

Data can only be migrated from the year end 2013 or later.

To migrate MYOB AE Assets 2.4 data
  1. Go to the Client Accounting > Assets tab and, on the TASKS bar, click Migrate data.
  2. From the Product drop-down list, select AE Assets 2.4.

  3. Select the asset register to migrate:

    If the register is...
    Integrated with a MAS or Accounts ledger
    1. Click the ellipsis ellipses button and select the asset register to migrate.
    2. Click OK.
    Not integrated with a MAS ledger (standalone ledger)
    1. Select the Browse for Non Integrated asset register (AST File only) checkbox.
    2. Click the ellipsis ellipsesbutton and select your client's asset ledger (.AST) file to migrate.
    3. Click OK.
  4. Click OK.

Once the migration process completes you can view the Migration details in the right-hand panel of the Assets tab.

To migrate MYOB AO Classic data
  1. Go to the Client Accounting > Assets tab and, on the TASKS bar, click Migrate data.

  2. From the Product drop-down list, select AO Classic asset register.

  3. Click the ellipsis ellipses button at the end of the AO Classic asset register field and browse to the location of your AO Classic Fixed Assets register.

  4. Select your client's AO Classic Fixed Assets register to migrate then click OK. The Year details are automatically filled from the selected MYOB AO Classic asset register.

  5. Click OK.

Once the migration process completes you can view the Migration details in the right-hand panel of the Assets tab.

To migrate MYOB AE AMS data (NZ only)

Only asset registers integrated with MAS are supported for migration.

  1. Go to the Client Accounting > Assets tab and, on the TASKS bar, click Migrate data.

  2. From the Product drop-down list, select AE AMS asset register.

  3. Click the ellipsis ellipses button at the end of the AE AMS asset register field.

  4. Select your client from the list of available ledgers and click OK.

  5. Click OK.

Once the migration process completes you can view the Migration details in the right-hand panel of the Assets tab.