How to import transactions from MYOB Essentials into MYOB AO Classic General Ledger?

https://help.myob.com/wiki/x/QRN3AQ

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Article ID: 35274

ARTICLE LAST UPDATED: 9/07/2016 1:03:00 AM

In MYOB Accountants Office (AO) General Ledger you can import transactions from other MYOB products.

Following is information regarding how to import transactions from MYOB Essentials into MYOB AO Classic General Ledger.

How to export from MYOB Essentials

Open the MYOB Essentials file and click the client's settings icon and select Import/export data. The Import/export data window opens.
Enter the dates for which you wish to export the transactions and click Export. The transactions are exported and depending on your browser you have the choice to Open or Save the file, or alternatively the file is saved to your Downloads folder.

The file saved has .mye extention.
Close the Export Transactions window and log out of MYOB Essentials.

How to prepare the transaction file

Open My Computer and browse to the folder where you saved the .mye file.
Double-click the .mye file. The Processing MYE File screen appears and the transactions are extracted into the Transaction Store.
Click OK. The processing MYE file closes.

How to import the transaction file

Open the relevant MYOB AO General Ledger and follow the menu path: File > Import > MYOB AccountRight/MYOB Essentials Accounting. The Import MYOB Ledger Wizard appears.
Select Client e-mail Transaction Store and select the client name of the Essentials ledger. The relevant data is selected.
Specify the date range for the transactions you wish to import. The dates are selected.

If you need to repost transactions previously posted select the Include transactions previously posted? option.
Select the posting and account mapping options as required and click Import. The Import from MYOB Accounting window opens.

Import opening balances should only be used if importing into a blank ledger and Summarise transactions can be used if the details of individual transactions are not required. If you have a previously saved master template you can select it from the dropdown. Use customised template will use and save a template for this ledger only. Do not perform any Account Code conversion should not be used with an Essentials file. Also always select Preview Template file prior to import? tensure all mappings are correct.
Click Yes. The account mapping screen appears.

This window allows you to map any accounts not mapped in the template selected.
Map all accounts as required and click Import. The import process is performed and when complete, a summary appears.

If required, nominate a suspsense account for any unmapped transactions and click Next to continue.
Click OK. The import is complete.

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