how do I export and import recurring transactions

[SharonMaguire]

Hi do I export recurring transactions so I can reimport them in to a new MYOB file?

[Doreen_P]

Hi @SharonMaguire 

The recurring transaction list can be exported to Excel. When exporting you may need to go to File > Import/Export Assistant. For more information on how to do this, kindly check The Help Article Exporting data. 

Please let me know how it goes.

Best regards,

Doreen

[gavin12345]

Hi @SharonMaguire 

Along with payroll transactions, and a number of other things, recurring transactions cannot be exported or imported.

There is a clone service that clones your current myox file and removes all transactions and balances, giving you a freshly set up file with everything else exactly was it was in your MYOB file, including recurring transactions, standard pays etc - saves all this exporting and importing and then manually adding payroll categories and linking to employees etc. Google 'clone for myox' if interested.

Regards

Gavin

[SharonMaguire]

I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?

[SharonMaguire]

Hi Gavin

I was replying to Doreen who said it could be done.

[Doreen_P · Accepted solution]

Hi @SharonMaguire 

Thanks for your reply.

Kindy go to Reports > Purchases > Recurring Transactions > Recurring Transactions List > Export to Excel. Please refer to the screenshot below.

                                  

Please let me know how it goes.

Best regards,

Doreen

[SharonMaguire]

Thank Doreen and how do I then reimport them?

[Doreen_P]

Hi @SharonMaguire 

Thanks for your response.

As per checking, the exported Excel file of the recurring transaction cannot be imported. However, you may still use the Excel file as a basis when entering manually the recurring transaction into a new file.

Please let me know if you need further assistance.

Best regards,

Doreen