Hi do I export recurring transactions so I can reimport them in to a new MYOB file?
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
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
I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?
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
