Cleaning out data file

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Contributing Cover User Plastics
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Contributing Cover User
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Plastics
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Cleaning out data file

We want to launch our MYOB to the cloud but before we do that we want to clean out all our old, Customers, suppliers, Inventory and any other files that we can.

Out data file is about 12 years old.

 

   

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Ultimate Partner Geoff_
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Geoff_
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Re: Cleaning out data file

Hi @Plastics

 

Why don't you create a new company file?

 

 

Geoff
Busselton Bookkeeping Service
MYOB Certified Consultant, BAS Service Provider
Phone 08 9754 7680
www.busseltonbookkeeping.com.au
Contributing Cover User Plastics
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Contributing Cover User
Australia
Plastics
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Re: Cleaning out data file

Hi Geoff and thanks for the reply. I can start a new company file but how do I delete the old info I don't want to use. Can I just export to Excel delete the data and Import to the new file?

MYOB Staff Post Melissa73
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Melissa73
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Re: Cleaning out data file

Hello @Plastics,

 

 

Thank you very much for your post.

 

We do have a few help articles that may benefit you.

 

If you were looking at keeping and upgrading your old company file please view the 'Preparing a company file for the new AccoutRight' help article. This contains info and steps on purging old transactions and other data. If you have customer, supplier or item cards that have ever been used to record transactions before, you will not be able to delete these, only make them inactive.

 

As @Geoff_ has mentioned, creating a new company file could certainly be an option, especially if it was just card files you were looking to keep. Exporting/importing as you suggested, is the best way to go about this.

 

Please see the 'Create a new company file by importing from another company file' section on our help article 'Importing and exporting tips' for information and step by step instructions on doing this.

 

I hope this helps, please let us know how you go.

 

Kind regards,
Melissa
MYOB Client Support
Contributing Cover User Plastics
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Contributing Cover User
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Plastics
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Re: Cleaning out data file

Thank you Geoff and Melissa. I think my best option is to start a new company and import through txt/ excel files.

I'll post how I go with it.

Bill

MYOB Staff Post Melissa73
398 Posts
MYOB Staff Post
Melissa73
MYOB Staff Post

398Posts

70Kudos

50Solutions

Re: Cleaning out data file

Hey @Plastics,

 

 

No worries at all!

 

Please let us know how you go with this and if you need any additional assistance or have any other enquiries around this process don't hesitate to ask!

 

 

Kind regards,
Melissa
MYOB Client Support
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