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In the Export 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

To export data for your accounting advisor

  1. In MYOB Essentials, click your business name and choose Import/export data. The Import/export data page appears.
  2. Click Export.
  3. In the From and To fields, enter the dates for which you want to include transactions.
  4. If you want, enter a different name for the export file in the Change file name field.
  5. Select the Export file type. Check with your accountant if you're not sure which file type to choose.

    Export file typeCompatible softwareFile format
    CeeDataMYOB AE Accounts.txt
    MyeMYOB AE MAS.mye
    MYOB AE MASMYOB AE MAS.txt
    MYOB AOMYOB AO MYOB AO Classic.txt
    MYOB AO ClassicMYOB AO Classic.txt
    Reckon APSReckon APS.txt
    Sage HandiLedgerSage HandiLedger.csv

    Can't select a file type? Try a different web browser like Google Chrome or Mozilla Firefox. (What browser am I using?)

  6. Click Export. You'll be prompted to save the export file.
  7. Save the file to your computer, and take note of where it's saved.
  8. Close the Import/export data page.

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