Importing the PDF customer to MYOB AccountRight
I am using software that generates the invoice automatically in excel or pdf format, I am not able to import it to MYOB.
Forum Discussion
Hi Rose22
PDF formatted invoices do not import directly into MYOB - though you can send a pdf to The tray and attach it to a form.
EXCEL has to be in csv or tab delinated to enable importing however, it is by no means an automatic feature that can just occur.
You can certainly have software create the exactly formatted tab delineated file for the invoice and importing can be fairly simple - but again - not automatic.
Or you can send it all via a POST via the API - but again this is a highly technical process.
Can you be more specific in your post?
The Doc
Find the attached invoice, which I cannot import in MYOB.
Hi Rose22
Just a thought - create the sales order or invoice manually in MYOB, and then export it (File > Import Export Assistant). Open the exported file in excel - this will show you the format MYOB wants for imports. Use this export as a template for your import.
Regards
Gavin
Thank you, Gavin. I have a construction business, and when I want to create an invoice, it doesn't have any options for services. I don't have a backorder, Item Number, Shipment, etc. I have only the service description and costs.
I changed the customer's card>>Selecting Selling Details>>Layout to the service and created an invoice. I think I have to modify each invoice before importing it to MYOB. It just takes time.
