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MYOB AE Export Client Data

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CTCSupport
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MYOB AE Export Client Data

I am the IT contact for a company and they would like me to export client data from their Accountants Enterprise which will then be removed from the original location. My knowledge of MYOB products is limited. I did have a look by selecting the contact but cannot find any options to export.

 

Is there a guide for doing this or can someone point me in the right direction?

 

 

2 REPLIES 2
kyla
MYOB Staff
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MYOB Staff
MYOB Staff

49Posts

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12Solutions

Re: MYOB AE Export Client Data

Hi @CTCSupport 

 

It really depends on what type of data your client wants exported.  In AE Practice Manager, there is no export option. 

 

If it's basic client details they want, you could create a report under Reports > Client > Client List for example and include the required fields and use the Export to Excel option to dump the data into Excel. 

 

Note:  The Client List reporting area will give you current clients data only.

 

I hope that helps.

 


cheers,

Kym
Practice Solutions Client Services Analyst
MYOB Australia Pty Ltd
CTCSupport
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Re: MYOB AE Export Client Data

Thanks for the reply. The data they want exported is all data associated with the client ie tax returns / documents.  They want to remove all that data from the original location and import it into a different entity.

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