MYOB Chart of accounts extract with heirarchy levels
It is possible to export the account information to a text file and get the Parent / Child relationships?
I know you get headers and non headers but you cannot tell what is a child of what with this.
If you export to PDF you get indenting which is useful to achieve what I want if I convert the PDF to an Excel sheet, but I am trying to automate this
I want to put MYOB source things into Power BI / other business intelligence tools
Hi jyoung66
The export of accounts from AccountRight using the Import and Export Assistant would list the accounts within the company file. Header accounts would have an "H" listed in the Header accounts field to denote if its a header account. if that is not listed then it would be a detail account.
In terms of getting a relationship export, such as how it appears on the Account List window, your best bet would be to navigate to Accounts>>Accounts List, right-click on the table and select Copy List to Clipboard. You will then be able to paste that into Excel or Word or a similar association, this will add in a series of spaces to those detial accounts to denote the indenting. Alternatively, running the Account List [Summary] report and sending it to Excel would be a potential way you could do it as well.