Importing the PDF customer to MYOB AccountRight

Hi Rose22 

PDF formatted invoices do not import directly into MYOB - though you can send a pdf to The tray and attach it to a form.

EXCEL has to be in csv or tab delinated to enable importing however, it is by no means an automatic feature that can just occur.

You can certainly have software create the exactly formatted tab delineated file for the invoice and importing can be fairly simple - but again - not automatic.

Or you can send it all via a POST via the API - but again this is a highly technical process.

Can you be more specific in your post?

The Doc

Thank you for your reply.

"PDF formatted invoices do not import directly into MYOB - though you can send a pdf to The tray and attach it to a form. "

I import to the tray and crate New Bill for my client, however, it only lets me add supplier, not the client. I need to send the invoice to the client not paying the supplier. I can't find any options for client!

"EXCEL has to be in csv or tab delinated to enable importing however, it is by no means an automatic feature that can just occur"

I export the project from my software to excel with both formats and converted to txt then import to MYOB through Import/Export Assistant. I select Job and matched my clients and they are under Jobs in MYOB now.  I don't know how to import the client invoice to each job?

"Or you can send it all via a POST via the API - but again this is a highly technical process."

My friend suggested API for my problem, how do I get that?

My software has an option import to MYOB, however, it gives me an error: "There was a problem generating Sales Order for Invoice ID: xxxxx-Couldn't find a customer on company file: xxxx. After this error, I added the customer in MYOB but still I'm getting the error.

Find the attached invoice, which I cannot import in MYOB.

Hi Rose22 

Just a thought - create the sales order or invoice manually in MYOB, and then export it (File > Import Export Assistant). Open the exported file in excel - this will show you the format MYOB wants for imports. Use this export as a template for your import. 

Regards

Gavin

Thank you, Gavin. I have a construction business, and when I want to create an invoice, it doesn't have any options for services. I don't have a backorder, Item Number, Shipment, etc. I have only the service description and costs. 

I changed the customer's card>>Selecting Selling Details>>Layout to the service and created an invoice. I think I have to modify each invoice before importing it to MYOB. It just takes time.

Hi Rose22 

Email me directly hhg@raptorbusinessservices.com.au 

Looking at that invoice it would be very dificult to automate that to import easily into MYOB - as Gavin suggests - it would be possible to realign and reformat the invoice so that fields aligned to a template - but alas - as it is - cumbersome.

API - you are talking to someone who has done, is doing and can do - POSTing invoices to MYOB - local or online.

I also have a very large construction client in Sydney using a Job Costing package integrated with MYOB.

Though currently it doesn't import invoices - as they didn't need that function but it does alot more to do with Job Costing.

Or I can just take your existing invoice - put it through some software - so that it is then in whatever format you want it to be imported into MYOB.

Regards The Doc