Moving Payroll data between books

MG42

We have a client who switched from sole trader to company without creating a new book for the entity. I'm now moving the data from the sole trader for this year (company started 1/7/25) to the new book they have created.

I'm guessing that I can fairly easily just reverse all the current FY payruns in the sole trader book?

However, creating the data in the company file, is there a way of exporting/importing between books? Or are we reduced to manually recreating the payruns in the new book? Is there another way I haven't thought of?

Cheers.

Isaiah_C

Hi @MG42,

 

Good question and you're definitely not the first to hit this snag when switching things over. We actually have a post that runs through very similar steps (the post's about moving away from MYOB, but the process is much the same when you're just moving between books in MYOB). Here's the link so you can check it out: How to move MYOB Payroll information to another software.

 

Regards,

Sai