How do I import transactions exported from a third party product into MAS?

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Article ID: 29970

ARTICLE LAST UPDATED: 3/10/2015 1:02:00 AM

In MYOB Accountants Enterprise MAS (AE MAS) you can import transactions from a third party product into AE MAS.

The following article details how to import a .csv file where the account codes used in the files are the same as they are to appear in MAS.

For more details on the format that the .csv file requires refer to KB 26088: How do I comply with the specifications for importing transactions exported from a third party product into MAS?

How to import the .csv file of transactions exported from a third party product into MAS

Perform the followings steps:

Open your MAS ledger. The MAS ledger screen appears.
Follow the menu path: Utilities > Import > 3^rd Party Transactions. The Welcome to Import 3^rd Party Transaction Wizard screen appears.
Click Next. The Confirm back up of ledger screen appears.
Tick that you have a current backup of this ledger then click Next.. The Select transaction file screen appears.
On the Select transaction file screen type the location and the file name of the file to be imported then click OK. The Import file data type screen appears.
On the Import file data type screen select Delimited format then select the Delimiter character then click Next. The Confirm file details screen appears.
On the Confirm file details screen click Next. The Map account codes screen appears.
On the Map account codes screen where your file contains the correct account codes select mapping option No mapping and click Next. The Nominate suspense account screen appears.
On the Nominate suspense account screen nominate your suspense account click Next. The Completing the Import 3^rd Party Transactions Wizard screen appears.
On the Completing the Import 3^rd Party Transactions Wizard screen click Finish. The Import transactions has completed successfully.
Click OK. The import process has completed.

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