Forum Discussion

EMOpoku's avatar
5 months ago

IMPORT SALES VIA CSV

How to start creating a CSV file to import sales into MYOB Accountright? Are there templates or any guidance? I enter 30-40 invoices a week with 7 days worth of data on each invoice which can be time consuming. Thank you. 

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User

    Hi EMOpoku, the best way forward is to export some existing invoices and use that file as a template (content transferred to, Excel).  I also suggest using the tab delimited format, less prone to error.

    • EMOpoku's avatar
      EMOpoku

      Hi Mike,

       

      Thank you very much for your reply.  I have exported the file but it only exported to a Text file.  Did you mean in your response to transfer that content to excel? 

       

      Thank you. 

      • Mike_James's avatar
        Mike_James
        Ultimate Cover User

        Hi EMOpoku , yes that's correct. The exported file will be a text file, but copy the contents to Excel, prepare the new invoices there, then save that file as a text file with a different name.