Forum Discussion

KR5's avatar
KR5
Contributing User
2 years ago

Exporting a budget using the CSV option in MYOB Accounrright Web Browser

Can someone please assist with further guidance on exporting a budget CSV file from the web browser. It does not allow me to export the budget template as a CSV file I have read through the solutions...
  • Genreve_S's avatar
    Genreve_S
    12 months ago

    Hi KR5, 

     

    Thanks for the response and the information you've provided so far. 

     

    Since the web application is not producing the csv file, I suggest checking if there is a GST clearing account from the report setting (Name of the business > Report settings > GST clearing account.). If there isn't, please set up a clearing account for this and try to download the csv file again. 

     

    Let us know if you require any further assistance with this. 


    Thanks,
    Genreve

KR5's avatar
KR5
Contributing User

Hi Genreve


There are no screen shots to send as nothing happens when i click the export to CSV option.

 

Not sure how else i can have this resolved. It is a lot of doubling up between entering it in the online version and a separate excel spreadsheet.

Genreve_S's avatar
Genreve_S
MYOB Moderator
12 months ago

Hi KR5, 

 

Thanks for the response and the information you've provided so far. 

 

Since the web application is not producing the csv file, I suggest checking if there is a GST clearing account from the report setting (Name of the business > Report settings > GST clearing account.). If there isn't, please set up a clearing account for this and try to download the csv file again. 

 

Let us know if you require any further assistance with this. 


Thanks,
Genreve

  • KR5's avatar
    KR5
    Contributing User
    12 months ago

    Thank you. I have now completed this step and this was the missing link. I suggest updating the online instructions so people dont have this issue in the future.

     

    Thanks!

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    12 months ago

    Hi KR5, 

     

    Thanks for the update regarding your concern. 

     

    We appreciate the feedback regarding this, and we'll be sure to let the team know your suggestion. 

     

    Feel free to create a new thread if you require any further assistance.

     

    Thanks,
    Genreve 

     

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