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.

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.

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.

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.

Hi EMOpoku ,In addition to Mike_James' suggestions, you can also visit these help articles for more information. Importing dataImporting and exporting dataRegards,Earl

Hi Mike_James We are having a similar issue. Is there any way to import Service Sales into MYOB Accountright as a CSV NOT a Txt file?The reason being is that our other system only allows us to export our Invoices as CSV. I have set up the Report in our other system to have the same column naming conventions as those required in the MYOB import file to make it as easy as possible for Users to extract the data and then import it into MYOB.However, if we convert the CSV file to a txt file manually, we have found that all of the items end up on 1 invoice instead of multiple, regardless of whether the invoice number is Unique (Invoice number 14053 and 14054). We think this might be because the txt. file does not have a blank row/gap between where one invoice ends and another starts. That's the only difference we have found between the txt. export file from the old system (which works perfectly) vs the one we have attached.Any help or advice would be greatly appreciated.

IMPORT SALES VIA CSV | MYOB Community

12 Replies

Mike_James
Ultimate Partner
2 months ago
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
  User
  2 months ago
  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
    Ultimate Partner
    2 months ago
    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.

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IMPORT SALES VIA CSV

12 Replies

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