Forum Discussion

HTAKT's avatar
HTAKT
User
2 years ago

Importing sales

Please help.

We currently run sales via a seperate program, sales are then journaled to MYOB in EOM reconciliaton. We want to start capturing the sales daily. Is there an easier way then journaling? 

I've been researching and found information to import sales however No customer cards have been created in MYOB. Is there another way?

2 Replies

Replies have been turned off for this discussion
  • Sean_DC's avatar
    Sean_DC
    MYOB Moderator

    Hi HTAKT 

     

    Thank you for your post. Sales invoices require a customer. In this case, you will also need a customer card. As you mentioned, the easiest way is to import your Sales data to AccountRight instead of manually entering them one by one, but you will need customer cards as well.  Sales and Cards can be imported and I'm linking here a Help Article on Importing Data to give you more information about it. 


    Please feel free to post again. I'm happy to assist further.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.