Cannot import CSV file into Budget

Hi Sandy6,

Thank you for the post. To avoid issues, please make sure to always start by exporting your current budget, even if it's blank, to a CSV file. This step ensures that the formatting and content of the file are correct and complete. Once it's exported, please note that there are some restrictions on what you can edit before importing it. 

For detailed instructions, please refer to this link: Working with CSV budget files.

Regards,

Sai

I am having the same problem. Spent hours trying to work out why yesterday, and had the payroll support remote in and spend an hour trying to work out why.  We still don't know why I can't import this latest weeks payroll csv file, when we have been doing it weekly for over 2 years. Comparing the previous weeks import log, to this one, and they are the same. 

Is this a bug in the 2024.6 update that I did on the 19th Friday ?

Also can't email an invoice that is in a lockdown period that the customer has requested.

VERY FRUSTRATING.

Hi PippaTristram , can you take a look at the current and previous csv files in Notepad, and see if the account number format differs. Eg hyphen, spaces?

Myself and the payroll program support (Crystal) did that yesterday. All the same as last weeks. 

Hi Sai

As I explained above, I have tried exporting a CSV budget, then immediately tried to import it. It will not work. Can you please check if there is a bug with MYOB preventing importing CSV files.

Thanks

Hi Sandy6,

Thank you for your post and I understand that you have already tried the steps provided by Isaiah_C . Upon checking there is no reported issues or bug with importing CSV files. If it still not working please check this thread as it has a workaround to fix this issue.

Cheers,

Jem

Hi Jem

The thread suggested does not apply to our MYOB version. Can you please look into this further because we have multiple MYOB files and budgets to prepare for the 2025 Financial Year?

Hi Pippasdt,

May I ask if you have checked your accounts list if it matches as it might be the error if we will be checking the screenshot.

Chers,

Jem

Hi Jem

As I have already advised, when it didn't work importing the CSV file, we did a test where we exported the budget as a CSV file and immediately imported that same CSV file without making any change and we got the same error. We've tried this test on multiple MYOB files and have the same result so it can't be user error in changing any of the account data.

Hi @Sandy6 

Some formatting can cause the file to not import successfully into MYOB, so please note the following: Adding columns and rows - Do not add new columns or rows to the area highlighted below. If columns or rows are added to this budget editing area, you won't be able to import the file (please see the attached image).

If the issue persists, try using our virtual assistant, MOCA. It's designed to dive deeper into issues like this. You can access MOCA through myob.com/support for any queries or assistance you might need. If MOCA can't resolve your issue, our live chat team is available to help you further.

Regards,

Earl