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wrw's avatar
wrw
Contributing User
16 hours ago

MYOIB for Ecxel.

I have just discovered MYOB for Excel.
Is it documented anywhere or are we left with the usual MYOB void where a product or feature might be useful but nobody can use it other than by asking specific questions which when answered lead to further questions?

It looks like it could be a useful product, but I am at a loss to find out what it can do.

1 Reply

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    12 hours ago

    Hi wrw,

     

    There’s a support article here that gives a good starting point: Getting started with MYOB for Excel

     

    In short, MYOB for Excel lets you pull data from your MYOB business straight into Excel, so you can work with it there for reporting, sorting and filtering. Once the add-in is installed, you sign in with your MYOB login, choose the business you want to use, then select the data you want to bring through. It also has a refresh option, so the data can either update automatically when you open the workbook or be refreshed manually. 

     

    Regards,

    Sai

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