It would be amazing to have a tool that lets me quickly transfer invoices, contacts, and expenses from my old accounting system or excel when I start using Solo. This would make onboarding so much sm...
Hi, We are going from being a PTY LTD to a Partnership. We want transfer our Company records from our MYOB Company Account to a new MYOB Solo Account.
Is MYOB looking at making this possible in the near future?
Hi Wazza1959 - thanks for your question!
At the moment, it isn’t possible to transfer records from an MYOB company account into a new MYOB Solo account.
I can definitely see why that would be handy when your business structure is changing, but it’s not something we’re currently looking to build in the near future. Solo has been designed primarily for sole traders starting fresh in Solo, so moving historical records from a company file into Solo is a bit outside the path it’s built for today.
For record-keeping, your best bet would be to export and save the reports you need from your existing MYOB account before moving across. That way, you’ve still got your historical records tucked away safely, without needing to physically print out a small forest’s worth of paperwork.
If you’re unsure which reports you’ll need to keep, it’s worth checking with your accountant or bookkeeper so they can guide you based on your change from Pty Ltd to partnership.