_Migrating client businesses from MYOB BankLink Practice to MYOB Essentials Cashbook

You can easily set up clients and import their accounts from MYOB BankLink Practice into MYOB Essentials Cashbook. You will need to follow the steps below.

Step 1. Add the client businesses in MYOB Essentials Cashbook x

You can add a client business by clicking the My cashbooks icon at the top right, and then clicking Add a new business.

You will need to enter the business name and optionally an ABN or GST Number. You will also need to choose how to set up the accounts list. Since you are migrating accounts from MYOB BankLink, choose a blank template. For more detailed instructions, see Adding a client business.

Step 2. Export the account list for the client from MYOB BankLink  x

You can export an account list if you have BankLink Practice v5.26 or above. The list will be in the .CSV format, and will be ready for importing into MYOB Essentials Cashbook.

Before you import the accounts list, you need check that every account is assigned to the correct Report Group (Income, Assets, etc.). 

To export the accounts list from MYOB BankLink Practice

1. In MYOB BankLink Practice, go to Other Functions> Chart of Accounts> Export Chart to MYOB Essentials Cashbook
   The Export window appears.
2. Choose whether you want to export a full chart or a basic chart.
3. Decide whether to include closing balances (checkbox).
4. In the Save entries to field, choose the folder where you want to save the exported file. 
5. Click OK to start the export.
   When the export is complete, an information window appears, showing the status of the export.
6. Click OK.

Step 3. Import the account list into MYOB Essentials Cashbook x

You can now import the CSV file into MYOB Essentials Cashbook. First, open the cashbook for the relevant business and then go to Settings > Account list, and click the Import button. For detailed instructions, see Importing an account list.

Step 4. Set up Bank Feeds  x

You will need to set up bank feeds for each Bank Account, print the Bank Feeds Authority Form, and then send them to MYOB for processing.

For instructions on how to do this, see Setting up bank feeds.