Forum Discussion

Contributing Cover User

7 days ago

Solved

exporting supplier contect

Hello I am using MYOB Business Lite Can i export Supplier details to another Business lite file as the two businesses share a lot of common supplier if so, how please help ...

Isaiah_C
7 days ago
Hi KevinBirks,

Thanks for checking that. In MYOB Business Lite, you won’t see a separate export option directly from the Contacts area the way you might expect from AccountRight. If you need to import contacts, you can do that from Settings > Import and export data and choose Customer contacts or Supplier contacts. If you need to export your contact details, the current way to do it in MYOB Business is through the Contacts report:

Go to Reporting

Select Reports

Open the Business tab

Choose Contacts

Click Customise if you want to pick the columns

Click Export > Excel

So the export option is available, but it’s done from the report rather than from the contact list itself. You can also check this MYOB guide for the full steps: Importing contacts

Regards,

Sai

Genreve_S

MYOB Moderator

7 days ago

Hi KevinBirks,

Yes, you can export the supplier contacts from one file and import them into the other. It’s not a direct file-to-file transfer, though.

You’d need to:

export the supplier contacts from the first file
open the second file
use Import and export data to import them there

Just note this only moves the supplier contact details, not the bills or transaction history.

Regards,
Genreve

KevinBirks
Contributing Cover User
7 days ago

Hello Genreve

Thank you for replying

I am aware that there is an export/import option for the contacts in the accounting right

However, in MYOB Business Lite, I cannot see the option for exporting contact (see attached)

Can you show me how to export the contacts

regards

Kevin Lo
- Isaiah_C
  MYOB Moderator
  7 days ago
  Hi KevinBirks,
  
  Thanks for checking that. In MYOB Business Lite, you won’t see a separate export option directly from the Contacts area the way you might expect from AccountRight. If you need to import contacts, you can do that from Settings > Import and export data and choose Customer contacts or Supplier contacts. If you need to export your contact details, the current way to do it in MYOB Business is through the Contacts report:
  
  Go to Reporting
  
  Select Reports
  
  Open the Business tab
  
  Choose Contacts
  
  Click Customise if you want to pick the columns
  
  Click Export > Excel
  
  So the export option is available, but it’s done from the report rather than from the contact list itself. You can also check this MYOB guide for the full steps: Importing contacts
  
  Regards,
  
  Sai
  - ACPHIC
    Member
    7 days ago
    Dear Sai,
    My apologies if my query is not directly related. After several attempts to find an answer using the online chatbot, I was still unable to find any information that addressed my question. I paid my invoice through MYOB today (27th July), and the payment was processed successfully and I received the receipt of the payment. However, when I checked my dashboard, the invoice still appears as unpaid, and the payment is not reflected into my actual bank account. Could you please advise why this has occurred and whether there is a delay in updating the payment status? Alternatively, would you able to let me know who is the right point of the contact for my query?
    Kind regards,
    Mahdi