Forum Discussion

QianqiShen's avatar
9 months ago

How to import a zip file in Myob?

Hi, my company sent a zip file of the clients to me which contained all the information like purchase details. I would like to ask how to open or import it into Myob? Thank you so much!

  • Shella_A's avatar
    Shella_A
    MYOB Moderator

    Hi QianqiShen,

     

    Thanks for your post, and welcome to the Community Forum. Depending on the MYOB product that you're using, you will then need to install and use the same version that your client is using on your computer or laptop. You may use this sample file to replicate how to do it. If you want to upload it online, the serial number in the company file must match the serial number on your subscription. This cannot happen with a Clearwater file. You would be better off creating a new file offline, adding or importing the transactions you want to start with, activating the file with your serial number, and then uploading it online.

     

    In case you have faced challenges when importing, you may also refer to our help article on import troubleshooting for other tips on dealing with these import errors. 

     

    If you're still having issues with this, I highly recommend getting in touch through our online help center, MOCA, for immediate assistance.

     

    Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this information. 

     

     

    Kind regards,

    Shella