Importing items into LiveAccounts

The Import Items feature allows you to import inventory and stock items, or lists of services, into LiveAccounts. Items that already exist in LiveAccounts will not be imported.

Before you start

Before you import your item information:

n Make sure your file is in the right format, or has been exported with all the default options from MYOB AccountRight or BusinessBasics. For more details, see Preparing to import from MYOB AccountRight or BusinessBasics and Preparing to import data from other sources.

n Make sure the accounts and tax codes in your items list are already set up in LiveAccounts.

To import items into LiveAccounts

1. 1. 1. 1. On the Settings menu, click Import/Export. The Import/Export page appears.
         2. Click Import Items. The Import Items window appears.
         3. Click Browse. The File Upload window appears.
         4. Select the file containing the items you want to import, then click Open.
         5. Click Import. If all of the imported items’ tax codes and accounts exist in LiveAccounts, a message appears displaying the number of items that were successfully imported.
         6. If any of the imported items use accounts or tax codes that do not exist in LiveAccounts, the Item Code Mapping window appears.
            1. For each item in the list, click the Allocate Me fields and select which LiveAccounts accounts or tax codes to allocate the item to.
            2. When you have allocated tax codes and accounts to each of the items, click Import. A window appears, displaying the number of items that were successfully imported.
         7. Click OK.