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how do I export and import recurring transactions

SharonMaguire

Hi do I export recurring transactions so I can reimport them in to a new MYOB file?

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Doreen_P

Hi @SharonMaguire

Thanks for your reply.

Kindy go to Reports > Purchases > Recurring Transactions > Recurring Transactions List > Export to Excel. Please refer to the screenshot below.

Please let me know how it goes.

Best regards,

Doreen

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SharonMaguire

I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?

gavin12345

Hi @SharonMaguire

Along with payroll transactions, and a number of other things, recurring transactions cannot be exported or imported.

There is a clone service that clones your current myox file and removes all transactions and balances, giving you a freshly set up file with everything else exactly was it was in your MYOB file, including recurring transactions, standard pays etc - saves all this exporting and importing and then manually adding payroll categories and linking to employees etc. Google 'clone for myox' if interested.

Regards

Gavin

Doreen_P

Hi @SharonMaguire

The recurring transaction list can be exported to Excel. When exporting you may need to go to File > Import/Export Assistant. For more information on how to do this, kindly check The Help Article Exporting data.

Please let me know how it goes.

Best regards,

Doreen