Invite your accounting advisor

Inviting your accounting advisor to access your MYOB business means you'll no longer need to send them anything. See Invite your accountant or bookkeeper .

To export data for your accounting advisor

1. In MYOB, click your business name and choose Import and export data. The Import and export data page appears.
2. Click the Export tab.
3. From the Data type dropdown list, choose Data for your accountant. Additional fields appear.
4. To specify the date range for the transactions to be exported, choose a Period or select dates in the Date from and Date to fields.

5. Choose the Export file type. Check with your accountant if you're not sure which one to choose.

   Export file type	Compatible software	File format
   CeeData	MYOB AE Accounts	.txt
   Mye	MYOB AE MAS	.mye
   MYOB AE MAS	MYOB AE MAS	.txt
   MYOB AO	MYOB AO	.txt
   Reckon APS	Reckon APS	.txt
   Sage Handiledger	Sage HandiLedger	.csv

6. If exporting for Reckon APS or Sage Handiledger, map the MYOB tax codes to the corresponding APS or Handiledger tax codes. Tax codes can be letters or numbers, up to 3 digits, with no special characters.
7. Click Export to save the file. By default it'll save in your Downloads folder. If you can't find it, you can click Download again.
8. When you're ready, send the file to your accounting advisor to import into their software.