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SharonMaguire's avatar
SharonMaguire
Experienced User
12 months ago
Solved

how do I export and import recurring transactions

Hi do I export recurring transactions so I can reimport them in to a new MYOB file?

  • Doreen_P's avatar
    Doreen_P
    12 months ago

    Hi SharonMaguire 

     

    Thanks for your reply.

     

    Kindy go to Reports > Purchases > Recurring Transactions > Recurring Transactions List > Export to Excel. Please refer to the screenshot below.

     

                                      

    Please let me know how it goes.

     

    Best regards,

    Doreen

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  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi SharonMaguire 

     

    The recurring transaction list can be exported to Excel. When exporting you may need to go to File > Import/Export Assistant. For more information on how to do this, kindly check The Help Article Exporting data

     

    Please let me know how it goes.

     

    Best regards,

    Doreen

  • Hi SharonMaguire 

     

    Along with payroll transactions, and a number of other things, recurring transactions cannot be exported or imported.

     

    There is a clone service that clones your current myox file and removes all transactions and balances, giving you a freshly set up file with everything else exactly was it was in your MYOB file, including recurring transactions, standard pays etc - saves all this exporting and importing and then manually adding payroll categories and linking to employees etc. Google 'clone for myox' if interested.

     

    Regards

    Gavin