Merging company files

HelenJ49

We are in the process of amalgamating two companies together in Account Right.  I am able to use the import/export feature for most areas except for entering historical sales information.  I can t use the preconversion setup as we had already used that when we started using Account Right in 2017. Does anyone have any advice about how I could do this?

Doreen_P

Hi @HelenJ49,

 

Bringing two company files together is a sizeable tidy-up, and the tricky bit is that AccountRight treats historical sales differently from ordinary sales imports. If you’re bringing across unpaid invoices that existed before the destination file’s conversion date, use these steps:

 

• Go to Setup > Balances > Customer Balances.
• Select Add Pre-Conversion Sale.

This option is designed for opening balances, not for importing a complete sales history, and pre-conversion sales won’t generate BAS/GST figures. For sales dated on or after the destination file’s conversion month, use these steps:

 

• Go to File > Import/Export Assistant.
• Select Import data.
• Choose Sales.

 

Make sure the relevant customer cards, items and tax codes already exist, and use a sales export or sample-company template to format the import file. If the sales you need to bring across are dated before the 2017 conversion month, AccountRight won’t allow them to be entered into this existing file, and the conversion month can’t be changed. In that situation, you may need to keep the original company file for the older history and bring across opening balances or summary information agreed with your accountant. For reference, these MYOB guides may help:

 

• Entering customer opening balances and historical sales
• Importing data
• Create a company file

 

Cheers,

Doreen