We are looking to change from MYOB Exo to Xero. What reports in MYOB Exo do I download that will cover all the required fields in the Xero templates? We want to be able to transfer details from historical transactions to cover 5 years, including GL codes.
I can run the audit report but it only prints as hardcopy. I need an Excel/CSV file.
Thanks!
My recommendation would be to downgrade EXO to 1 user for historical transactional reporting and start a fresh in XERO
Hi cassiel ,
To migrate from MYOB Exo to Xero, you'll need to download key reports like the Trial Balance, General Ledger, Sales Invoices and Purchase Invoices.
You can navigate within MYOB Exo as below:-
TB : Reports → General Ledger Reports → Trial Balance
GL : Accounts > Accounts Systems Export
Sales Invoices : Reports → Debtors Reports → Invoice Listing
Purchase Invoices : Reports → Creditors Reports → Invoice Listing
Once you have the reports handy, reach out to MMC Convert on myob@mmcconvert.com and we can assist with migrating this data to Xero.
Cheers,
Ankit Mehta
MMC Convert
Hi Ankit
We do not have a report called GL : Accounts > Accounts Systems Export.
We are on version 2018.1.0.76. Could that be why or maybe it's named something different? What would I need to run instead?
Thanks
