- Created by Anonymous, last modified by AdrianC on Mar 18, 2016
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 39 Next »
https://help.myob.com/wiki/x/fQ7q
How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
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 the field specifications for the different types of records.
Record types | Field specifications | Notes |
---|---|---|
Accounts
| ||
Budgets | ||
Activities | Activities | Plus, Premier only |
Activity slips | Activity slips | Plus, Premier only |
Cards | ||
Contact logs | Contact logs | |
Custom lists | Custom lists | |
General journal entries | General journals | Including Tax/GST information and BAS/GST reporting |
Inventory adjustments | Inventory adjustments | Not Basics |
Items | Items | |
Jobs | Jobs | |
Pay bills | Pay bills | Can only be imported Not Basics |
Purchases | Service purchases | Not Basics |
Item purchases | ||
Professional purchases | ||
Miscellaneous purchases | ||
Receive payments | Receive payments | Can only be imported |
Receive money | Receive money | |
Sales | Service sales | |
Item sales | ||
Professional sales | ||
Time billing sales | ||
Miscellaneous sales | ||
Spend money | Spend money | |
Tax/GST code list | Tax/GST code list | |
Timesheets | Timesheets | Plus and Premier, AU only |
Transaction journal entries | Transaction journals | Excluding Tax/GST information and BAS/GST reporting. |
FAQs
When you're ready to go, see the Exporting data or Importing data topics.
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.
If you're getting errors or warnings when importing, check the import log.