MYOB Essentials importing sales invoices and bills

GlennL
1 Post
Cover User

MYOB Essentials importing sales invoices and bills

Hi

 

Is it possible to import sales invoices and purchase bills into MYOB Essentials? The import menu on my trial version only has options for importing Contacts and Items, nothing else.

My client currently uses a older MYOB, where they can import this data from a intranet system. They are looking at upgrading to MYOB Essentials, but I dont see how they can import?

 

Thanks

Glenn

1 REPLY
MYOB Moderator Steven_M
20,220 Posts
MYOB Moderator
New Zealand

Re: MYOB Essentials importing sales invoices and bills

Hi @GlennL

 

Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge


Currently, MYOB Essentials only allows for contacts, items and accounts to be imported, other information i.e. invoices and bills are not able to be imported. These types of transactions do need to be entered manually through the Invoices or Bills windows.

 

If you are looking at importing data you might like to look into AccountRight which allows for a variety of transactions including invoices and bills to be imported into the company file. You can find information and sign up for a free 30 day trial on AccountRight

 

 


Kind Regards,
Steven
MYOB Client Support
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