Chart of Accounts Import to New Essential

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rikka
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Chart of Accounts Import to New Essential

Hi there,

 

We have set up a client with new MYOB Essential. Because we have our own chart of accounts, and hence we imported our chart of accounts in CSV. However the import failed, and I don't know what to do? 

 

We are using the MYOB standard chart of accounts for company, starting with 200 to 998, can you please send me the template if possible?

 

Thank you!

 

Best regards,

 

Rikka

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Emily_B
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Re: Chart of Accounts Import to New Essential

Hello @rikka 

 

Apologies that you have had trouble with this. Please have a look at our support note for the new Essentials platform on Importing and exporting an accounts list. Specifically, under To import accounts using a sample file, you'll find the ACCOUNTS.txt link for the import template you can use. Please do ensure you read through the entire process outlined in the article, as there may be some minor changes to the procedure in the newer platform of Essentials. 

 

Please do let me know how you get on and if you continue to have issues. 

Kind regards,
Emily

MYOB Community Support

rikka
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Re: Chart of Accounts Import to New Essential

Hi Emily,

 

Thank you, it worked!

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