Forum Discussion

TIMMULLER's avatar
TIMMULLER
Contributing User
2 years ago
Solved

Import / Export Company data

I want to sanity check what I am trying to do with the community, because this process seems too convoluted to be correct.    I have signed up and paid for MYOB account Right Plus, so I have access...
  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi TIMMULLER,

     

    Thank you for your post.

     

    One alternative method you can consider is using reports to export data. You can run a report that includes the data you need, then export the report to a file format of your choice, such as Excel. Kindly refer to this Help article, Account Reports, which has a detailed list of reports. 

     

    Please let me know if you require further assistance.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

gavin12345's avatar
gavin12345
Ultimate User
2 years ago

Hi TIMMULLER 

 

With AccountRight, you cannot restore a file online unless it is already online and you are wanting to replace it with a more up to date copy. Both the serial number and file ID must match.

 

In order to upload a file online, the serial number in the company file must match the serial number on your subscription. This cannot happen with a Clearwater file. You would be better off creating a new file offline, add or import the transactions you want to start with, then Activate the file with your serial number - then you can upload it online.

 

Using clearwater file only works for local test purposes.

 

Regards

Gavin

TIMMULLER's avatar
TIMMULLER
Contributing User
2 years ago

ok thank you, that is what I had experienced. 

Follow up question, is there an easier way to export than using the import/export wizard?  It only lets you export 1 record type at a time, and accounts, seems to be only 1 month at a time. 

 

Very tedious. 

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi TIMMULLER,

     

    Thank you for your post.

     

    One alternative method you can consider is using reports to export data. You can run a report that includes the data you need, then export the report to a file format of your choice, such as Excel. Kindly refer to this Help article, Account Reports, which has a detailed list of reports. 

     

    Please let me know if you require further assistance.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

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