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Rona's avatar
Rona
Contributing User
12 months ago

Accountantlink

When I try to use AccountantLink to import April 2023 transactions into the accountant's system I get an error message that says:

 

“You may not export transactions from purged periods. Transactions with a date prior to 01/04/2022 cannot be exported”.

 

The same thing happens when our accountant tries.  The only work around we have found is to roll the file into the 2023-24 financial year, export the data and roll back into 22/23 financial year. Which is not what I want to do.

 

My AccountRight file only started in Feburary 2023 and I have not yet rolled a new financial year in the file.

 

Any others having this issue, how did you fix it?

Thanks

Rona

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  • Celia_B's avatar
    Celia_B
    MYOB Moderator
    12 months ago

    Hi rona 

     

    Thank you for your post.

     

    To furtherly assist you with this. Can you please send me a Private Message with more information on your account?

     

    • Serial Number 
    • Product that you are currently using 
    • Email Address/first and last name of primary contact
    • Business Name
    •  

    I'm looking forward to hearing from you. I'll be pleased to help

     

    Thanks, 

    Cel

     

    • Rona's avatar
      Rona
      Contributing User
      12 months ago

      Hi Cel

      Thanks for the offer of help.

      I have tried to PM you but the link doesn't bring up a PM box, neither does the link under your name.

      Can you please let me know what I'm doing wrong?

      Thanks

      Rona

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    11 months ago

    Hi rona 

    Thank you so much for your post. So that I can better assist can you please clarify if you are using the Import/Export assistant or Accountant Link? If your company file is online you can invite your accountant to access your file to save you having to export the data. I'll give you some help articles with detailed information that may help with your issue:

     

    Provide information to your accountant

    Invite a user to an online file

     

    If you still need help please do let me know how you are doing that export.

     

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

    • Rona's avatar
      Rona
      Contributing User
      11 months ago

      Hi Earl

      Our accountant does have access to our online file.

      The accounting is trying to export the data from my file into his formats using AccountantLink - Send to MYOB Accountants Office.

      He gets the message attached.

      We have not resolved the matter and help would be appreciated.

      Thanks

      Rona