Hi.
I currently have a MYOB file which I have to close and create a new MYOB file as it now has a new ABN number.
New MYOB file will have same account numbers and all customer / supplier / employee cards will be the same but no transactions are to transferred.
Is there an easy way to export/import all account numbers and customer / supplier / employee cards?
Help please.
Michelle
Hi muna01
In AccountRight you can certainly export/import the account list and contact cards, this Help article Import and Export fields explains in more details about each type of records.
When exporting accounts, you will need to select a financial year where the account balances are taken from. If needed you can always open the exported file in Excel to update the balance figures, save it back to a .txt file for importing.
Please feel free to let us know how you go, or if you have any further questions.
Thank you.
Can you export / import payroll categories?
Michelle
Hi muna01
No unfortunately you cannot. The import and export is limited to basic info only in some cases. When i comes to Payroll the only thing you can export/import as the employee cards, their TFN and timesheets, not much else.
Suggest google 'new myox based on existing' or similar - their is a company that can take your existing file and remove all transactions and balances - everything else stays as it was. Costs around $132 which can save you hours of importing and manual entries to get the same thing. You can also delete thing like Items, cards, accounts you no longer need.
Regards
Gavin
