MYOB with existing accounts but zero value

iosman1234

Hello,

 

We are trying to migrate to a new MYOB Datafile with zero value but keeping the existing accounts set up.

Reason is transfer for the legal entity as a Trust to Pty Ltd.

 

Does anyone know how to go about ?

 

 

thanks

iosman

Steven_M

Hi @iosman1234 

 

If you are needing to take the account list from one file to another you would be looking at doing the following process:

 

1. Open the company file with the desired accounts list
2. Select File>>Import/Export Assistant>>Export Data
3. Select Accounts>>Account Information - I would just select the current month before Next and then Next again
4. Click the Add All before select Exporting and saving the desired file
5. Open the company file that you do wish to have the desired accounts
6. Go to File >>Import/Export Assistant>>Import Data
7. Select Accounts>>Accounts Information and select the desired file saved at Step 4
8. With If data you are importing already exists in this company file select Update existing data
9. Select Match All
   (Optional) If you are not wishing the current balance to be imported, on the Matched Import fields column (far right), select Balance so it is it says Available fields (middle column) says Balance and then it has a white space in Matched Import fields
   
   
   
   
10. Select Next, take that backup before selecting Import