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If you have existing data, you can migrate a MAS, Accounts or AO Classic General Ledger to MYOB Ledger.

The data migrated to the MYOB Ledger includes:

ledger details (such as entity type, reporting period)
chart of accounts
closing balances of the financial year.

Migration is always for the full financial year. Comparative figures are migrated into MYOB Ledger, so you can use the figures for review processing and produce financial statements with up to 5 years of data.

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Migration does not make any changes to the MAS, Accounts or AO Classic General Ledger.

There are three tasks you need to perform to migrate your ledger:

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title	1. Configure the ledger

Before migrating, you need to configure the ledger a MAS, Accounts or AO Classic General Ledger.

Go to the client’s Client Accounting > Trial Balance (Workpapers) tab.
On the Tasks bar, click Edit Configuration Details. The Client Configuration window appears.
From the Product drop-down list, select MAS , Accounts or AO Classic GL .
Enter the location of the ledger in the MAS ledger, Accounts ledger or AO Classic ledger field.
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If you're planning on migrating an MYOB AE Assets ledger to MYOB Assets Live, select a current-year ledger.
Click OK. The Configured Ledger Details are displayed on the right of the Workpapers tab.

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title	2. Migrate to MYOB Ledger

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The following ledger details are automatically retrieved from your existing ledger:

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Entity type

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When the migration is successfully completed, the Migration summary window appears displaying the migration details, including the prior year balances available (from and to dates). If you have closed the Migration summary window after successfully migrating your ledger, you can easily review the migration details any time by selecting the Migration summary from the Tasks bar.

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title	3. Check your migrated data

You can view the migration log to view and action any warnings or errors.

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On the Tasks bar, click View migration log. The Migration Log window for the client appears.

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Optionally, to export the migration log to Microsoft Excel, click Export to Excel.

Review the migration log and action the following:

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Create MYOB Ledger

Configuring the client (AE Help)

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What is Client Accounting?

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Versions Compared

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Was this information helpful?

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What is Client Accounting?

MYOB Ledger

MAS, Accounts or AO GL

MYOB Essentials or AccountRight Live

Need More Help?

MYOB Essentials or
AccountRight Live