Forum Discussion

EMOpoku's avatar
EMOpoku
Member
1 year 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. 

12 Replies

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    1 year ago

    Hi TrudiMelbMem , I agree, it's only a workaround but it beats adding blank lines manually, and doing it each day you will get faster.

    Given a choice of TXT or CSV I prefer TXT as commas in fields will be handled correctly. 

    What other users do entirely depends on where their invoices are coming from, and what integration options are available. 

    Can your invoicing system report be modified at all?

  • TrudiMelbMem's avatar
    TrudiMelbMem
    Experienced Cover User
    1 year ago

    Hi Mike_James

    We have already modified the report as much as possible in our other system (Zoho). We were able to change the naming conventions and add a bunch of other required fields (like GST Codes etc) to make the exported data match with the MYOB import required fields but there is no option to add blank rows in between invoices - probably because no one would want to use that function.
    They allow exporting in basically every other file type except for TXT (again probably because this format isn't popular or User friendly).
    Do you know of any integration options between Zoho and MYOB? That don't cost an arm and a leg or require custom development?