Forum Discussion

Mathilda's avatar
Mathilda
Trusted User
4 days ago

Importing an Accounts List

Good morning - We have started a new company and I would like to import my accounts list from my other company into my new company file, but without the balances showing.  How do I go about it please? Also, once it is imported into the new file, can I still edit the list to be more compatible with the new business.  Thanks in advance :)

  • Princess_R's avatar
    Princess_R
    MYOB Moderator

    Hi Mathilda,

     

    Absolutely! You can still tweak the account list you've imported into MYOB. Once it's in your new company file, feel free to add, delete, or modify accounts to better suit your business needs. Just remember, if you don't want to include account balances during the import, make sure the file you're importing doesn't have any balance information. If it does, you'll need to edit the file to remove those balances first. Also, ensure the file format is compatible, typically a .TXT file. 

     

    Cheers,

    Princess