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December
December
Due to a company restructure we need to:
IS THIS POSSIBLE???
This new company file needs to be created, populated and set up for STP with the ATO before our first pay run in 2024.
I want to make sure there are no transactions linked to financial accounts so we can:
I lodged an online support request about this (#01523028) on 21/11/23, yet to receive feedback/advice. I called MYOB Support today and after 20 minutes the advisor still had no idea what I was trying to achieve.
PLEASE HELP
Solved! Go to Solution.
December
December
Hi @seqtt
What you need is the MYOX Clone service - do an online search or email me if you cannot find. The clone service uses your existing AR2023 company file, and removes all account balances, inventory balances and transactions. This leaves you with a file identical in setup to your original file. This is useful when starting a new file or when you sell the business and want to provided the new owners with a MYOB file but without your transactions and balances.
As the cloned file does not have any transactions, you can freely make any changes, such as deleting accounts, cards or items no longer required.
Once you have made the changes required including Company Info, you can set the opening balances and bring in any transactions required. You can then Activate the file with new subscription details.
Much of this can be done with exporting and importing, however this is prone to error and user frustration. Additionally no payroll data can be exported or imported, this means things like payroll categories, employee links, STP assignments etc must all be re-done manually.
Regards
Gavin
December
December
Thanks Gavin,
That sounds exactly what I need. Will get back to you hopefully to accept this as a solution!
Cheers,
Amanda
January
January
I did exactly as Gavin suggested. (After running it past my accountant and tweaking a few privacy issues re: employees in the backed up file) contacted the a service that can Clone MYOB filess. 40 minutes later and for a gob-smackingly small fee I had everything set in place to satisfy all compliance issues along with a strep by step set of instructions and hints making the whole process a dream. If an external organisation can do this, perhaps MYOB needs to sharpen their pencil?
February - last edited February
February - last edited February
Hi @seqtt,
Thank you for sharing your experience and feedback regarding the data migration process after your company's restructure. It's great to hear that you found a solution that worked well for you. We understand the importance of making processes as seamless and efficient as possible for our users.
Thank you once again for your feedback. If you have any other suggestions or need further assistance, please don't hesitate to reach out.
Cheers,
Princess
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