There is no option to export data which is a disaster for my business as I need users details etc for other purposes. When will the simple ability to export and control MY data be avbailable?
Setup: Exporting data
- Jace_IT_FiguresValued Partner
I find this a pain point for myself and the handful of clients I have using MYOB Essentials. Would love to see this implemented soon to assist with external contact management.
Would make it easier to export, fix up and re-import for things like the Taxable Payments Annual Report where often clients don't have all the contact info when they add the transaction but come end of year they do and need to bulk process.
- Matyas_KMYOB Staff
Hello ArcherDave,
As Essentials Accounting is a basic accounting program it doesn't include any correspondence features for mass e-mailing your client base. However, I am certain you will be relieved to hear that there is means by which you can export your contact information directly from your account in order to use it with an email client for a mass email notification. From Reports > Business reports > Contacts, generate your contact list and then open the *.PDF in word to retrieve the email addresses.
I hope that is a workable solution for you in the meantime.
Warm regards,
Matyas
We have recently added a new name underwhich we are trading. We would love to contact our customers that have an email address registered with us, in one go, to let them know of this change and pass on the story about it. At first I searched MYOB for this function, Email contacts or create Newsletter... but found I needed to do it individually...then to find that this is 'on the mind' of the decision makers and has been there for over two years, was a surprise. If the system is good enough, people wont flee just because they have the function to export their details. Have faith in your own product.
Hi MYOB
Could you please consider allowing MYOB essentials export chart of accounts into a text file or excel file.
This will allow us to set up additional companies with similar charts.
Regards
Arthur
- CloverQFormer Staff
Hi Russell02,
Thank you for your comment and vote.
At the moment you can only print the contact list by running the Contacts report, which displays name, type, phone number and email addresses only.
It would be a nice feature to export a full contact list from MYOB Essentials Accounting, I have passed the feedback to the relevant team for consideration.
Kind regards
Clover
re contact export to excel
I'm stunned. I assumed this fundmental 'feature' would be part of the software. I've just bought MYOB and I am currently loading the contacts details. I wanted to print the contacts list to check address accuracy - can't do it. I can't pdf a full contacts list within MYOB and I can't export to excel to get around that shortfall. This is very frustrating. To be able to print your complete contacts listing should be a standard procedure. When will this change be done?
- Tallie_MFormer Staff
Hi there Nishith,
Thank you for the vote and comment.
We are hoping to extend the exporting capabilities in MYOB Essentials to cover a wider range, and can definitely see the option to export the Trial Balance report being one that a lot of clients would like to see in the software.
Anyone else who would like to see a wider range of exporting functions in MYOB Essentials, please do vote by clicking on the '+ VOTE' option next to the subject heading.
Cheers,
Tallie
Hi MYOB Team
I would like to export Trial Balance in Excel (xls or xlsx) format. Please work on this as soon as possible.
- CloverQFormer Staff
Thank you very much for your feedback AdrianFIX and CurtisMiller
Exporting information from MYOB Essentials Accounting is definitely something on our developers' mind. Just last week we have released a free migration service for people moving from AccountRight to Essentials, we would also like to offer an easy option for people to migrate from Essentials, or simply extract information from it. However I'm afraid we do not have a time frame available at this stage, we will post updates on the forum when we have more details.
The votes would help our developers greatly to track the demand and impact of clients, and priorities their work. CurtisMiller I've noticed you haven't voted for this idea, I would recommend clicking on '+Vote' above to cast your vote.
This needs to happen.
I have just started a new job management software and now I need to manually enter all of my contacts into it???????? While I'm at it I may aswell import it into a new accounting software like most of the people above.
Please MYOB change this 17 votes already, thats over $500 a month in users that need this option and have voted for it.
Not having this feature is costing me time and money, which cloud based accounting is meant to save.
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