Forum Discussion

TIMMULLER's avatar
TIMMULLER
Contributing User
10 months ago

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
    10 months 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

TIMMULLER's avatar
TIMMULLER
Contributing User

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
10 months 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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