Sign in to MYOB for Excel

1. Open a blank workbook in Excel and click the MYOB for Excel icon.
   
   
   (CONFIRM HOW USER WILL ACCESS PRODUCT FOR THE FIRST TIME. IS VIA EXCEL THE ONLY WAY TO ACCESS)
2. When prompted, sign in to your MYOB account. The MYOB for Excel add-in opens, showing all of your online company files. CAN ALL FILE USERS, EVEN THOSE WITHOUT ADMIN ACCESS ETC USE MYOB FOR EXCEL? ANY LIMITATIONS?)
   
3. Select the business file you'd like to use and click Submit. The MYOB data selection panel appears.
4. Select whether you'd like to switch the Automatically refresh data on open option on or off.
   If you select:
   
   1. On: the data will automatically refresh.
   2. Off: the data will need to be refreshed manually by clicking the Refresh data button .

Data selection

Once you've signed into the business file, you need to select which type of data you'd like to retrieve.

Here's how:

1. Select the preferences you require for the report you'd like to run, such as the account type, tax code, and current balance. These will be displayed as the column headings in Excel. For example, if you'd like a list of all of your suppliers and their current balance go to Contacts > Suppliers > select Current balance.
   
2. Once you've selected the relevant data you'd like to retrieve, click Run. The data will now appear in Excel.

If this is a report you'd like to access regularly, you can save it on your PC. Just make note of where you saved it so you can access it any time.

I want to say something about

Open the saved file 'Suppliers with current balance'. note: any changes made in your AR file will be reflected in the excel ssheet. if you selected 'refersh on open' the data will upload automatically.

or click refresh data