Exporting contacts

cruz
Contributing Cover User
11 Posts
Contributing Cover User
Contributing Cover User

11Posts

0Kudos

0Solutions

Exporting contacts

I'm looking to export my contacts for the marking and bookings platform but I cannot see this option.

You can import but cannot export?

4 REPLIES 4
Steven_M
MYOB Moderator
42,241 Posts
MYOB Moderator
New Zealand
MYOB Moderator

42,241Posts

5,714Kudos

6,302Solutions

Re: Exporting contacts

Hi @cruz 

 

While MYOB Essentials allows users to import contact records, these are not able to exported out (as exporting is currently only reserved for accounts and records for your accountant).  


In saying that, looking at your account I can see that you are on the newer MYOB Essentials platform. As such, the recommendation would be to run the Contacts reports (Reporting>>Reports>>Business reports) and sending this report to Excel. If required, you can add additional columns to this report prior to export using the Customise button once the report has been run in MYOB Essentials.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

cruz
Contributing Cover User
11 Posts
Contributing Cover User
Contributing Cover User

11Posts

0Kudos

0Solutions

Re: Exporting contacts

Hi Steven,

After migrating to the new system, my new invoices are going missing. 

Could you please assist?

 

cruz
Contributing Cover User
11 Posts
Contributing Cover User
Contributing Cover User

11Posts

0Kudos

0Solutions

Re: Exporting contacts

They are back now.

I don't know what's happening, but that's not the first time I can't search/see the new invoices.

Steven_M
MYOB Moderator
42,241 Posts
MYOB Moderator
New Zealand
MYOB Moderator

42,241Posts

5,714Kudos

6,302Solutions

Re: Exporting contacts

Hi @cruz 

 

Good to hear that those invoices have appeared back.


It sounds a bit like a potential caching issue, best to refresh your browser's cache and keep an eye on it.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post