Get started

HTML Wrap

class	section group

HTML Wrap

class	col span_3_of_5

You can import data into your company file from a tab-delimited or comma-separated text file. Before you start the import process, you'll need to export the data you want from the program you’ve used to create the data.

Importing customised forms

You can import customised forms from one company file to another. For more information, see Exporting and importing personalised forms.

If you're importing an accounts list

If your accountant uses MYOB Accountants Office, you can import an accounts list from it. For more information, see Importing an accounts list from MYOB Accountants Office.

UI Expand

expanded	true
title	To import data

UI Text Box

type	note

Before you import data you should make a backup of your company file. See Back up and restore company files.

Go to the File menu > Import/Export Assistant.
In the Import and Export Assistant window select Import data and click Next.

Select the type of data you want to import from the Import list.

UI Text Box

type	note

Importing timesheets (Plus and Premier, Australia only)
When you import timesheets, only the entries that don’t have activity slips associated with them are included. You must import activity slips to complete the process.

Click Browse to locate and select the file you want to import, and then click Next.
Select the import file format, the type of the first record, and the method of handling duplicate records.
Click Next and match the import fields with fields in the Available Fields column. To do this:
1. Click the name of a field in the Import fields column.
2. Click the matching field in the Available fields column.
  The import field you selected appears in the Matched Import fields column.
  UI Text Box
  type note
  Some fields must be imported
  Fields that have an asterisk (*) next to them must have matching import file fields assigned to them.
3. If all the fields in the import file match those in the Available fields column, including their order, click Match All. If the fields in your import file are not in the same order, click Auto Match to match the fields that have the same names.
Click Next. If you didn’t make a backup prior to starting the import process, click Back up to make one now.
Click Import to import the data.
If you get a warning or an error message indicating that the import was not successful, refer to the import log, which you can access from the Conclusion step of the assistant.
When the data has finished importing, click Close.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Exporting data

Import and export options

Import log

Importing an accounts list from MYOB Accountants Office

Import troubleshooting

Panelbox

name	yellow
title	Troubleshooting

HTML Wrap

class	sidebarlinks

From the community

RSS Feed

titleBar	false
max	5
showTitlesOnly	true
url	http://community.myob.com/myob/rss/search?q=importing&filter=labels%2Clocation%2CsolvedThreads&location=category%3AAccountRight&search_type=thread&solved=true

HTML Wrap

class	morelinks

More »

Page tree

Versions Compared

Old Version 10

New Version 11

Key

Importing customised forms

If you're importing an accounts list

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks