Import of Cashpayments and Cash receipts from Excel to MYOB
Some of our clients have been asking if theres a way to upload cash payments analysis for prior period if they want to transition to MYOB rather than entering the payments one by one.
Forum Discussion
Hi Tanksua,
My apologies for the delay in response. I understand that your client wants to know how the cash payments and cash receipts will be imported after transitioning to MYOB. We appreciate your reaching out. Generally, if the transaction we are trying to import is just to receive money, then we could create an import file for receiving money. If this doesn't allow you, we regret to inform you that you're going to need to input that data manually.
Here is the help article on import and export fields for you to browse around to see what information we could add to the import file.
Let me know if you require any further assistance with this. I'm happy to assist you.
If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.
Kind regards,
Shella
