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KevinBirks's avatar
KevinBirks
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

 

regards

 

kevin

  • Isaiah_C's avatar
    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

6 Replies

  • ACPHIC's avatar
    ACPHIC
    Member
    6 days ago

    Thank you Sai for your prompt reply. 

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    7 days ago

    Hi ACPHIC,

     

    Thanks for reaching out, and no problem at all. If you’ve already received the payment receipt, that usually means the payment was accepted successfully. Sometimes the invoice status in your MYOB dashboard and the funds appearing in your bank account can take a little longer to update while the payment finishes processing. I’d recommend allowing a little more time for the status to refresh. If it’s still showing as unpaid after that, the best next step is to reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account so they can review the transaction for you. 

     

    Regards,

    Sai

  • ACPHIC's avatar
    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

  • Isaiah_C's avatar
    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

  • KevinBirks's avatar
    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

     

     

  • Genreve_S's avatar
    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

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