V18 - import file

Ark
1 Post
User
Australia

V18 - import file

We have V 18 - can we import a file to charge multiple customers individual dollar amounts with a reference

2 REPLIES
MYOB Moderator Steven_M
19,769 Posts
MYOB Moderator
New Zealand

Re: V18 - import file

Hi @Ark

 

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

 

When importing information into AccountRight/Accounting, it does need to match the type of transaction you are wishing to record. For example, if you are wishing to have the import sale transactions as invoiced they would need to be imported as invoices.  AccountRight v19 Help Article: Importing data has more information on importing information into AccountRight Classic.

 

Do let us know how you get on and if you require further assistance.


Kind Regards,
Steven
MYOB Client Support
Trusted Partner eJulia
108 Posts
Trusted Partner
Australia

Re: V18 - import file

Hi @Ark

 

You should be able to do that with TransPost. You could import them as say Miscellaneous sales each with a single line item. TransPost does not require space lines between sales and can import Miscellaneous sales with just Date, Customer Name (as per existing Customer card), Income account and Amount. Your reference could be imported as Description or whatever you needed it to be

You can set Income account in the mapping using the default and date will default to today if you leave it out so you would then just need Customer and amount and your reference. If necessary you could use the same data file to add missing customers.

 

Kind Regards

 

Julia Roberts
TransPost Support

Phone: 1300 768 993
Email: support@transpost.com.au

Web: https://www.transpost.com.au

 

Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post