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SharonMaguire's avatar
SharonMaguire
Experienced User
2 years 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?
  • Melisa_D's avatar
    Melisa_D
    6 years ago

    Hi marshlad, 

     

    Thank you for your post,  I hope you're finding helpful information on the Community Forum. 

     

    The 'Find' feature in Bank Feeds will find a transaction to match within the date range entered and the transaction total. For a transaction to appear in here, the transaction entered in AccountRight needs to be allocated to the same account as the Bank Feed account. 

     

    I hope this helps, feel free to come back to the Community Forum if you have anymore questions, we are more than happy to assist. 

SharonMaguire's avatar
SharonMaguire
Experienced User
2 years ago

I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?

gavin12345's avatar
gavin12345
Ultimate User
2 years ago
  • SharonMaguire's avatar
    SharonMaguire
    Experienced User
    2 years ago

    Hi Gavin

    I was replying to Doreen who said it could be done.

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years 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

    • SharonMaguire's avatar
      SharonMaguire
      Experienced User
      2 years ago

      Thank Doreen and how do I then reimport them?

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        2 years ago

        Hi SharonMaguire 

         

        Thanks for your response.

         

        As per checking, the exported Excel file of the recurring transaction cannot be imported. However, you may still use the Excel file as a basis when entering manually the recurring transaction into a new file.

         

        Please let me know if you need further assistance.

         

        Best regards,

        Doreen

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

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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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Hi SharonMaguire 

\n

 

\n

Thanks for your reply.

\n

 

\n

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

\n

 

\n

                                  

\n

Please let me know how it goes.

\n

 

\n

Best regards,

\n

Doreen

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I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?

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I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?

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Hi Gavin

I was replying to Doreen who said it could be done.

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Thank Doreen and how do I then reimport them?

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Hi SharonMaguire 

\n

 

\n

Thanks for your response.

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As per checking, the exported Excel file of the recurring transaction cannot be imported. However, you may still use the Excel file as a basis when entering manually the recurring transaction into a new file.

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Please let me know if you need further assistance.

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Best regards,

\n

Doreen

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