bulk upload journal template
I tried to follow the online instruction, it said Go to Setup > Import Customised Forms. but we got nothings. we never have any form before. So how to I create a format myself to make sure the file ...
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Hi Princess,
Thank you for the reply.
I tried to export the file as what you suggested below. however, It will only give me the text file.
When i opened it in excel then it will show me the right column.
if I use my excel as a template, do I save it back to text file? or I save it as CSV or any other particular format will make this work?
When the excel file is ready, you need to save it as a tab delimited file (.txt) or a Comma Separated Values (CSV) file. Provided you map the fields correctly, it should then import into MYOB via the Import/Export Assistant.
The example you have provided is not yet ready. You need to change the display format for amounts so that they show as 3645.00 instead of $3,654.00. The comma here will cause import problems.
Regards
Gavin
