Forum Discussion

SharonMaguire's avatar
SharonMaguire
Experienced User
11 months ago
Solved

how do I export and import recurring transactions

Hi do I export recurring transactions so I can reimport them in to a new MYOB file?
Export
Recurring Transactions
  • Doreen_P's avatar
    Doreen_P
    11 months ago

    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

Doreen_P's avatar
Doreen_P
MYOB Moderator
11 months ago

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

  • SharonMaguire's avatar
    SharonMaguire
    Experienced User
    11 months ago

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

    • gavin12345's avatar
      gavin12345
      Ultimate User
      11 months ago
      • SharonMaguire's avatar
        SharonMaguire
        Experienced User
        11 months ago

        Hi Gavin

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