Transfer accounts list to new company file

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shaz3
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Transfer accounts list to new company file

We have an existing company file with a chart of accounts, can i transfer that list to a new company file, both are MYOB online,( Company has new name and ABN). I don't need the balances just the names.

I also need to transfer the payrill employees list but also need the entitalments accruals.

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Sam_R
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Re: Transfer accounts list to new company file

Hi @shaz3,

 

Thank you for your post. 

 

Sorry to see you haven't received an answer to your query, I will provide the answers below in case you were still needing assistance with this. 

 

In regards to the import of the Accounts List, the below links will guide you through the process of exporting and importing this data into the new file:

 

Employee cards can also be imported using the above Import and Export Assistant, however, entitlement balance and YTD values would need to be entered through a manual adjustment

 

If there was anything further I can assist with, please do reach out. 

 

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

Kind regards,
Sam

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