Page Comparison - Importing and exporting data (v.9 vs v.55) - MYOB AccountRight - MYOB Help Centre

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changes.mady.by.user Fotini Triantafillou

Saved on Mar 17, 2015

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Saved on Aug 11, 2022

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Field Specifications

types of records.

Need to import/export customised forms? See Sharing forms with other company files.

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You can take data entered in your company file and use it in other software or in other company files. This process is called exporting data. You can also take data entered in other software programs and incorporate it into your company file, or incorporate information from one company file into another company file. This process is called importing data.

What can be imported and exported?

The following table lists the record types that you can import and export, along with links to the field specifications for each the different type of export/import file.

Record Types

Record types

Field specifications

Notes

Accounts

List

list
Budgets
Activities	Activities	Plus, Premier only
Activity

Slips

slips

Slips

slips	Plus, Premier only
Cards	Customer

Cards

Cards

Cards

Cards

cards
Contact

Logs

logs

Logs

logs
Custom

Lists

lists

Lists

lists
General

Journal

journal entries

(including tax

General journals

Including Tax/GST information

and BAS/GST reporting

)

General Journals

Inventory

Adjustments

adjustments

Adjustments

adjustments	Not Basics
Items	Items
Jobs	Jobs
Pay

Bills

bills

imported

Can only be imported

Not Basics

Purchases

Purchases

Not Basics


	Item

Purchases

Purchases

Purchases

Receive

Payments

payments

Payments

Can only be imported

only

Receive

Money

money

Money

money
Sales	Service

Sales

sales
Item

Sales

sales
Professional

Sales

sales
Time

Billing Sales

billing sales
Miscellaneous

Sales

sales
Spend

Money

money

Money

money
Tax/GST

Code List

code list

Code List

code list
Timesheets	Timesheets

(

Plus and Premier,

Australia

AU only

)

Transaction

Journal

journal entries

(no tax

Transaction journals

Excluding Tax/GST information and BAS/GST reporting.

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<h2><i class="fa fa-comments"></i>  Import/export FAQs</h2><br>

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title	How do I import or export data?

How do I import or export data?

When you're ready to go, see the Importing data or Exporting data topics.

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title	How do I import from RetailManager?

How do I import from RetailManager?

We've put together the Accounting Integration Guide to step you through integrating MYOB RetailManager and MYOB accounting software.

The Guide includes:

required setup
the integration process
troubleshooting integration issues.

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title	What is the required import file format?

What is the required import file format?

AccountRight can import comma separated or tab delimited text files (.txt)

Transaction Journals html

. The best way to ensure an import file is in the right format, create an import template.

You can create an import template by exporting data from AccountRight's sample company file. For example, to create an import template for sales data, simply export sales data from AccountRight's sample company file. The export file becomes your template. All you need to do is open the export file and replace the contents with your data, ready for importing.

For more details, see Using an import template.

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title	How do I troubleshoot an import issue?

How do I troubleshoot an import issue?

If you're getting errors or warnings when importing, check the import log.

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title	Related topics

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Import and export fields

Using an import template

Importing and exporting tips

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title	Troubleshooting

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Importing and exporting troubleshooting

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Opening an export file in Excel

Sharing forms with other company files

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