Importing sales

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HTAKT
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Importing sales

Please help.

We currently run sales via a seperate program, sales are then journaled to MYOB in EOM reconciliaton. We want to start capturing the sales daily. Is there an easier way then journaling? 

I've been researching and found information to import sales however No customer cards have been created in MYOB. Is there another way?

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Mark_Humphreys
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Re: Importing sales

Ho @HTAKT 

We have some possible solutions for you - please drop me a line.

 

Mark Humphreys

Computer Technology Matters

m   + 61 410 644 945

p    + 61 2 9362 0804

e    mark@ctmatters.com.au

w   www.ctmatters.com.au

 

Sean_DC
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Re: Importing sales

Hi @HTAKT 

 

Thank you for your post. Sales invoices require a customer. In this case, you will also need a customer card. As you mentioned, the easiest way is to import your Sales data to AccountRight instead of manually entering them one by one, but you will need customer cards as well.  Sales and Cards can be imported and I'm linking here a Help Article on Importing Data to give you more information about it. 


Please feel free to post again. I'm happy to assist further.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.

 

Cheers,
Sean
Also known @Sean_DC

MYOB Community Forum

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