Child pages
  • Export for accountants

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

In the Export for Accountants section of the Import/Export page, you can create a file of your business’s transactions and account balances, which you or your accounting advisor can then import into compatible MYOB software.

Invite your accounting advisor to join MYOB Essentials so they can access your business information without you needing to send any files. For more information see Invite your accountant.

To export data for your accounting advisor
  1. On the Settings menu, click Import/Export. The Import/Export page appears.
  2. Click Accountants Export. The Accountants Export window appears.
  3. In the Include transactions from and to fields, enter the dates for which you want to include transactions.
  4. If you want to export data that’s been exported previously, select the Include previously exported transactions option.
  5. Click Export. A download window appears.
  6. Follow the directions in your browser’s download window to Save the file.
    When saving the file, enter an appropriate file name and make sure the file is saved with an .mye file extension. Take note of the location in which the file is saved.
  7. Close the Accountants Export window.

You can now send the file to your accounting advisor, who will be able to import it into compatible MYOB software.

 
From the community

Could not retrieve http://community.myob.com/myob/rss/search?q=accountants+export&filter=labels%2Clocation%2CsolvedThreads&location=category%3AMYOBEssentials&search_type=thread&solved=true - Page not found.