Before migrating, you need to configure the ledger a MAS, Accounts or AO Classic General Ledger.

1. Open a client and go to the Client Accounting > Trial Balance (Workpapers) tab.

2. On the TASKS bar, click Edit Configuration Details. The Client Configuration window appears.

3. From the Product drop-down list, select MAS, Accounts or AO Classic GL.

4. Enter the location of the ledger in the MAS ledger, Accounts ledger or AO Classic ledger field.

   If you're planning on migrating an MYOB AE Assets ledger to MYOB Assets Live, select a current-year ledger.

5. Click OK. The Configured Ledger Details are displayed on the right of the Trial Balance (Workpapers) tab.

1. From within your client's Client Accounting > Workpapers (or Trial Balance) tab, click Migrate to AE ledger or Migrate to AO ledger.
   

2. In the Migrate data window, click the Entity type drop-down menu and choose the correct entity type for your client.

3. If you have entered journals or transactions in the current financial year for the ledger (for example, you have not rolled forward your ledger into a new period), tick Select to migrate current year transactions. If there are no transactions or journals to migrate in the current financial year, skip this step.

    

   This migrates transactions that are equal to or greater than the financial year start date as a Journal type.

    

4. Use the Select to migrate current year transactions checkbox to choose your preference when migrating data
   
   

5. If you are not using an MYOB standard chart, click in the ledger account column in the table at the bottom of the Migrate data window and enter the correct value to use for each account in the list.
   The specified codes are displayed against these accounts after migration in the Workpapers tab and the Manage Accounts window.
   If you are using an MYOB standard chart, the ledger account values displayed in the table at the bottom of the window are correct.
6. Click OK. When the migration is successfully completed, the Migration summary window appears displaying the migration details, including the prior-year balances available (from and to dates).
7. If you closed the Migration summary window after successfully migrating your ledger and you want to review the migration details, click Migration summary from the TASKS bar any time.

You can view the migration log to view and action any warnings or errors.

1. On the TASKS bar, click View migration log. The Migration Log window for the client appears.

2. Optionally, to export the migration log to Microsoft Excel, click Export to Excel.

3. Review the migration log and action the following:

   Type	Description
   Error	Errors in the migration log are an indication that the data was not migrated. If the migration is initiated for a general ledger which has already been migrated to an AE Ledger, the following error message is displayed: "The ledger already exists in the AE/AO Ledger system". Where the ledger does not balance and the migration fails, the following error message is displayed: " Please balance the ledger and re-migrate "
   Warning	Warnings in the migration log indicate that some data was not migrated. This is normally happens where the configured  ledger  does not support migration of this kind of data. For example: "For Account code ***, the account name is migrated as Unknown Account Name". The warning message "Please verify the GST rate for each account code" is displayed for every successful migration.

   If you migrate a ledger that has been migrated before, the prior year balances are overwritten.