Forum Discussion

nikki_82's avatar
3 years ago

Excel data to Account Right

I have a excel sheet which we compile data each month to invoice to a client. Is there a way to export this data to MYOB so it generates an invoice per row, rather than me having to manually enter each invoice manually. 

 

The sheet contains multiple columns of data which needs to be invocied and each row reflects a new invoice. 

 

Is there any way to do this with MYOB to help reduce invoicing time. ? We use AccountRight. 

 

I am just trying to find a faster way to do this invoicing as it is very time consuming. 

 

Thank you. 

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  • Sean_DC's avatar
    Sean_DC
    Former Staff
    3 years ago

    Hi nikki_82 

    Thank you for your post. There is another way to import your invoices as well to AccountRight, which is by clicking File >> Import Export Assistant. You can first export Sales so you can get a template so that you can upload your Excel sheets properly. It would only export you a .txt file, but this can be converted into a CSV file. Most Excel has the option to import .txt. After that, you can now enter your data and import it to AccountRight. 

    This Help Article, Importing Data, has more information on this that you can use as your guide for importing and exporting.

     

     

    Please feel free to post again. I'm happy to assist further.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.