Hi all, we are a very small not-for-profit business in NSW, Australia. We have just changed accountants who use Xero. We have cancelled our MYOB Business Pro subscription, ending 31 Oct 2024. We need to keep a copy of all our data for 7 years as per legal requirements. The accountants say I have to export the data so that it's compatible with excel. How do I do this? Thank you.
Hi there RebeccaHar,
You're correct; you will need to export your data to ensure it is compatible with Excel. Here’s how you can do it:
You can also check this link for more information.
Best regards,
Doreen
Thank you Doreen. I had worked this out already, but our accountants want all the data, not just in a report format. Is this possible?
Hi RebeccaHar,
Aside from exporting reports, you can also import and export data directly from the settings menu. To do this, click the settings menu and choose "Import and export data." This will allow you to export data to your accountants.
Cheers,
Princess
