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SharonMaguire's avatar
SharonMaguire
Experienced User
2 years ago
Solved

how do I export and import recurring transactions

Hi do I export recurring transactions so I can reimport them in to a new MYOB file?

  • gavin12345's avatar
    gavin12345
    3 years ago

    Hi bonzo 

     

    Are you referring to an online file or an offline file?

     

    If the file is online, someone has likely set your User Access to allow you to sign into the company file using the my.myob username and password. If set up this way, you do not get prompted to log into the file with a username and password - this is skipped.

     

    Check under Setup > User Access.

     

    Regards

    Gavin

     

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  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi SharonMaguire 

     

    The recurring transaction list can be exported to Excel. When exporting you may need to go to File > Import/Export Assistant. For more information on how to do this, kindly check The Help Article Exporting data. 

     

    Please let me know how it goes.

     

    Best regards,

    Doreen

    • SharonMaguire's avatar
      SharonMaguire
      Experienced User
      2 years ago

      I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?

  • gavin12345's avatar
    gavin12345
    Ultimate User
    2 years ago

    Hi SharonMaguire 

     

    Along with payroll transactions, and a number of other things, recurring transactions cannot be exported or imported.

     

    There is a clone service that clones your current myox file and removes all transactions and balances, giving you a freshly set up file with everything else exactly was it was in your MYOB file, including recurring transactions, standard pays etc - saves all this exporting and importing and then manually adding payroll categories and linking to employees etc. Google 'clone for myox' if interested.

     

    Regards

    Gavin

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Hi do I export recurring transactions so I can reimport them in to a new MYOB file?

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Hi do I export recurring transactions so I can reimport them in to a new MYOB file?

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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how do I export and import recurring transactions","moderationData":{"__ref":"ModerationData:moderation_data:823521"},"body":"

Hi SharonMaguire 

\n

 

\n

The recurring transaction list can be exported to Excel. When exporting you may need to go to File > Import/Export Assistant. For more information on how to do this, kindly check The Help Article Exporting data. 

\n

 

\n

Please let me know how it goes.

\n

 

\n

Best regards,

\n

Doreen

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I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"96","kudosSumWeight":0,"postTime":"2023-07-04T14:23:42.637+10:00","lastPublishTime":"2023-07-04T14:23:42.637+10:00","metrics":{"__typename":"MessageMetrics","views":968},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:ARimportexport/message:823099/message:823547","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:823553"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:823553":{"__typename":"ModerationData","id":"moderation_data:823553","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"ForumReplyMessage:message:823553":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:65526"},"id":"message:823553","revisionNum":2,"uid":823553,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ARimportexport"},"parent":{"__ref":"ForumReplyMessage:message:823547"},"conversation":{"__ref":"Conversation:conversation:823099"},"subject":"Re: how do I export and import recurring transactions","moderationData":{"__ref":"ModerationData:moderation_data:823553"},"body":"","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"0","kudosSumWeight":0,"repliesCount":4,"postTime":"2023-07-04T14:33:15.358+10:00","lastPublishTime":"2023-07-04T14:33:42.122+10:00","metrics":{"__typename":"MessageMetrics","views":961},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:ARimportexport/message:823099/message:823553","readOnly":true,"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:823525":{"__typename":"ModerationData","id":"moderation_data:823525","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"ForumReplyMessage:message:823525":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:65526"},"id":"message:823525","revisionNum":1,"uid":823525,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ARimportexport"},"parent":{"__ref":"ForumTopicMessage:message:823099"},"conversation":{"__ref":"Conversation:conversation:823099"},"subject":"Re: how do I export and import recurring transactions","moderationData":{"__ref":"ModerationData:moderation_data:823525"},"body":"

Hi SharonMaguire 

 

Along with payroll transactions, and a number of other things, recurring transactions cannot be exported or imported.

 

There is a clone service that clones your current myox file and removes all transactions and balances, giving you a freshly set up file with everything else exactly was it was in your MYOB file, including recurring transactions, standard pays etc - saves all this exporting and importing and then manually adding payroll categories and linking to employees etc. Google 'clone for myox' if interested.

 

Regards

Gavin

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Hi SharonMaguire 

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Thanks for your reply.

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Kindy go to Reports > Purchases > Recurring Transactions > Recurring Transactions List > Export to Excel. Please refer to the screenshot below.

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Please let me know how it goes.

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Best regards,

\n

Doreen

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