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This procedure is ideal if you have shoebox clients with no existing ledger software or clients who don't have any comparative balances to migrate. If you have data to migrate from MAS, Accounts or AO Classic General Ledger, check out Migrating to MYOB Ledger.

Before you begin

• Ensure you have added the client in your MYOB AE/AO database.
• Choose a chart of accounts template for your ledger. We've provided a standard chart for each entity type and each MYOB legacy product. These are in the form of a .CSV file located in the following subfolders of the Client Accounting Templates folder:

  • Practice Charts: Where you store your practice's custom chart of accounts templates in .CSV format.

  • MYOB Standard Charts: Contains the predefined chart of accounts for the MAS, Accounts and AO Classic General Ledger products and entity types.

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