I need to export inventory balances to CSV. Not an option in File Import/export

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Barry_OPD
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I need to export inventory balances to CSV. Not an option in File Import/export

I need to export inventory balances to CSV. Not an option in File Import/export

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Mike_James
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Re: I need to export inventory balances to CSV. Not an option in File Import/export

Hi @Barry_OPD , welcome to the forum,  you could display the item list summary to screen, then send it to a text file and prepare it in Excel, and save as CSV.


Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise ProActive - Custom Reporting from MYOB programs
(MYOB Business, including AccountRight Live, AccountRight v19.x and exo Payroll)

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Barry_OPD
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Re: I need to export inventory balances to CSV. Not an option in File Import/export

Ouch.

Been trying to print Items List to PDF and then copy into Excel and clean up all the page headers. Also pretty ugly.

 

Surely doing a stock take you would want a dump of current inventory balances to excel or csv.

 

Amazed that this isn't a standard export.

Mike_James
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Re: I need to export inventory balances to CSV. Not an option in File Import/export

Maybe send it straight to Excel? I agree it's not an easy report to work with. 


Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise ProActive - Custom Reporting from MYOB programs
(MYOB Business, including AccountRight Live, AccountRight v19.x and exo Payroll)

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Barry_OPD
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Re: I need to export inventory balances to CSV. Not an option in File Import/export

So how would you do that? Send it straight to Excel?

Sorry I am new to AccountRight (and managing a project to upgrade to MYOB Advanced so AccountRight won't be in use much longer) so am trying to find my way through an unfamiliar system

 

Barry_OPD
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Re: I need to export inventory balances to CSV. Not an option in File Import/export

And thanks so much for your help on this - much appreciated

Mike_James
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Re: I need to export inventory balances to CSV. Not an option in File Import/export

Hi @Barry_OPD , once you have the report on screen, select File, Send to, Excel.

 

Hope you can display the report?

 

Good luck with the migration.


Regards, Mike (mike@datawise.co.nz)
DataWise Limited (www.datawise.co.nz), developers of:
DataWise ProActive - Custom Reporting from MYOB programs
(MYOB Business, including AccountRight Live, AccountRight v19.x and exo Payroll)

Bulk download of attachments (more details...)

Barry_OPD
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Re: I need to export inventory balances to CSV. Not an option in File Import/export

Thank you thank you

That is the solution

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