Exporting "received payments" to SimPRO

Question

We use the bank feeds in MYOB to allocate payments in MYOB, but now need this info to make its way back to Simpro.

Im wanting to export allocated received payments from sales (customers) into Simpro.

Is this possible, and if so how?

Thanks

Genreve_S · Answer

Hi @coog,

Thanks for reaching out.

In AccountRight we have a way to export data using the import/export assistant. We could either export payments as spend money or closed invoices. But I'm not sure if you could import the file to Simpro, I would suggest getting in touch with them and asking.

Here is the help article Exporting data that would help you in the process.

If you have any other concerns or questions feel free to include them in your next response.

Cheers,

Genreve