Forum Discussion

KateWoo's avatar
KateWoo
2 days ago

Importing product data into an open invoice, using excel spreadsheet

Hi MYOB community, I am trying to figure out how i can open a new customer invoice, and then once the invoice is open, import product/sales data into the new invoice using an excel spreadsheet file....
Isaiah_C's avatar
Isaiah_C
MYOB Moderator
2 days ago

Hi KateWoo,

 

Importing data directly into an open invoice from an Excel spreadsheet is not a built-in feature in MYOB. However, we do have the In Tray feature, which allows you to upload and manage documents like bills or receipts and match them with transactions in your MYOB system.

 

Regards,

Sai