Forum Discussion

Chandra_Villas's avatar
2 months ago

Import / Export data sales to Myob

Hi Team,

Please help me to understand how to import data sales from excel report to Myob System with import / export proccess . I need to be simple about entry data sales and bank .

I have tried to post with TXT file which was downloaded from system, when the update data imported , status is invalid and error.
Can you inform the right step of proses import / export data? I using Myob AR  as attached

 

The import log sign is the same in notification folder(not changed), event i have re-import data or other data. Awaiting for your reply this email.

 

Best regards,

Sin

 

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Chandra_Villas,

    To import sales data from an Excel report into MYOB AccountRight, ensure your Excel file is formatted correctly with columns matching fields (e.g., Date, Customer, Item, Quantity, Amount), save it as a CSV file, log in to AccountRight, navigate to the Import/Export Assistant via the File menu, select Import Data and the type of data (e.g., Sales), map the fields from your CSV to MYOB fields, follow the prompts to complete the import, and review any error messages or logs to ensure all data is imported correctly. Additionally, you can access the sample company file in AccountRight to get a template for your data.

    Additionally, you can access the sample company file in MYOB AccountRight to get a template for your data. This can help ensure that your data is formatted correctly for import. For more detailed guidance, you can visit this help articles. 
    Importing and exporting data
    Using the sample company file (Clearwater)

    I hope this helps!

    Regards,
    Earl

    • Hi Earl 

      Thank you for replying my email 
      i tried to import data by CSV file, but got the same case .

      error code i received from yesterday are error -25  and error - 190 

      Here i attach the notification from import log .

       

      Sin