You can import your own list of accounts for an MYOB Essentials Cashbook business. You may want to do this if you selected a blank accounts template when adding a new business.

Format of the import file

Expando

The file needs to be in the csv (Comma-Separated Values) format—in this format, each piece of data is followed by a comma. The file should also conform to the following rules:

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To import an account list Expando

1. Open the cashbook for the relevant business.
2. Go to Settings> Account list.
3. Click the Import icon on the right.

4. In the upload window that appears, browse and select the *.csv file and click Open.
   The accounts in the file will be imported. An error message will appear if there are any problems in the import. If specific lines in the import file have problems, these will be detailed.

   Info
   Note: MYOB Essentials Cashbook uses the term item number to refer to individual rows of data. So item 1 refers to line 2 of the file, since it is the first row of data after the header.

Troubleshooting the import

If you have problems importing the file:

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