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You can import an accounts list into MYOB to update the default accounts list. This is handy when you're setting up MYOB if you have an accounts list you've exported from another program or have it in a spreadsheet.

You can also export the accounts list from MYOB to use in another program. Exporting is also a quick way to create a template file which you can use to populate with your accounts info, ready for importing into MYOB.

Let's step you through it.

 

To import an accounts list

To import an accounts list

To import an accounts list into MYOB, the import file must:

  • be a text (TXT) file
  • be in tab-separated format
  • contain a header row for all mandatory fields
  • be under 20MB

To ensure your import file meets this criteria, we recommend using an import template. See To use an import template below for more details.

To import an accounts list

  1. Click your business name and choose Import and export data.
  2. On the Import tab, for the Data type choose Chart of accounts.
  3. Click Browse and locate the import file.
  4. Click the import file then click Open.

  5. Select the method for handling duplicate records.

  6. Click Import.
To export an accounts list

To export an accounts list

  1. Click your business name and choose Import and export data.
  2. Click the Export tab.
  3. For the Data type choose Chart of accounts.
  4. In the Balances from field, choose the year you want the account balances to be reflected from.
  5. Choose the Account balances to be included in the export.
  6. Click Export. The file will be exported as a tab-separated TXT file. The first row will be a header row, listing all field headers.
Importing accounts using a sample template

Importing accounts using a sample template

If you've exported your accounts list from another program, it might not be in the right format to import it into MYOB.

So we've created a sample template that contains a complete list of import-ready accounts which you can customise for your business.

Right-click the applicable sample file: AU | NZ and save it on your computer. Open the file in Excel, fill in your own account details and save it (as a .TXT file) before importing it into MYOB.

 
Related topics

Accounts list

 

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