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jyoung66's avatar
jyoung66
Contributing User
4 years ago
Solved

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 t...
  • Steven_M's avatar
    Steven_M
    4 years ago

    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.

jyoung66's avatar
jyoung66
Contributing User

I really dont want to be locked into a paid third party tool, I was hoping that MYOB would make it easier to extract directly and use, more and more people will want to self service with Power BI directly and free. I will explore the API directly myself and see what is available

Thanks

Steven_M's avatar
Steven_M
Former Staff
4 years ago

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.

  • jyoung66's avatar
    jyoung66
    Contributing User
    4 years ago

    The headers arent enough as they dont show the Parent Child relationship

     

    But the copy / paste did what I needed with the indenting 

     

    Account list Summary I tried, exporting to Excel flattens it. I did this to PDF and used a converter to Excel to get the levels 

    Right click, Copy paste of Accounts>>Accounts List is the cleanest option as an ehnancement, MYOB should add the Parent child relationship to the Account export, there will be more Power BI people trying to use it in future