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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?
  • Leneth_A's avatar
    Leneth_A
    2 years ago

    Hi wwu, 
     
    Thanks for the update on this and thank you for the information you have provided via private message. Apologies for the delay in responding and we are thankful for your patience and understanding. 
     
    I have checked your account and fixed the issue on our end. You may now try to log in again. 
     
     
    Please do let us know how you go, and feel free to post again anytime you require further assistance. 
     
    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
     
    Cheers, 
    Leneth

gavin12345's avatar
gavin12345
Ultimate User
2 years ago
SharonMaguire's avatar
SharonMaguire
Experienced User
2 years ago

Hi Gavin

I was replying to Doreen who said it could be done.

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","body@stringLength":"90","rawBody":"

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

","kudosSumWeight":0,"postTime":"2023-07-03T13:25:31.012+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:823099_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":1071},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:823099":{"__typename":"Conversation","id":"conversation:823099","solved":true,"topic":{"__ref":"ForumTopicMessage:message:823099"},"lastPostingActivityTime":"2023-07-07T18:03:26.094+10:00","lastPostTime":"2023-07-07T18:03:26.094+10:00","unreadReplyCount":8,"isSubscribed":false},"ModerationData:moderation_data:823099":{"__typename":"ModerationData","id":"moderation_data:823099","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"Revision:revision:823099_1":{"__typename":"Revision","id":"revision:823099_1","lastEditTime":"2023-07-03T13:25:31.012+10:00"},"ForumReplyMessage:message:823557":{"__typename":"ForumReplyMessage","id":"message:823557","conversation":{"__ref":"Conversation:conversation:823099"},"author":{"__ref":"User:user:284164"},"revisionNum":1,"uid":823557,"depth":4,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ARimportexport"},"subject":"Re: how do I export and import recurring transactions","readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:823557"},"parent":{"__ref":"ForumReplyMessage:message:823553"},"body":"

Hi Gavin

I was replying to Doreen who said it could be done.

","body@stringLength":"73","rawBody":"

Hi Gavin

I was replying to Doreen who said it could be done.

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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: 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Hi SharonMaguire 

\n

 

\n

Thanks for your reply.

\n

 

\n

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

\n

 

\n

                                  

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Please let me know how it goes.

\n

 

\n

Best regards,

\n

Doreen

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