Importing the PDF customer to MYOB AccountRight
I am using software that generates the invoice automatically in excel or pdf format, I am not able to import it to MYOB.
Forum Discussion
Hi Rose22
Just a thought - create the sales order or invoice manually in MYOB, and then export it (File > Import Export Assistant). Open the exported file in excel - this will show you the format MYOB wants for imports. Use this export as a template for your import.
Regards
Gavin
Thank you, Gavin. I have a construction business, and when I want to create an invoice, it doesn't have any options for services. I don't have a backorder, Item Number, Shipment, etc. I have only the service description and costs.
I changed the customer's card>>Selecting Selling Details>>Layout to the service and created an invoice. I think I have to modify each invoice before importing it to MYOB. It just takes time.
Hi Rose22
Email me directly hhg@raptorbusinessservices.com.au
Looking at that invoice it would be very dificult to automate that to import easily into MYOB - as Gavin suggests - it would be possible to realign and reformat the invoice so that fields aligned to a template - but alas - as it is - cumbersome.
API - you are talking to someone who has done, is doing and can do - POSTing invoices to MYOB - local or online.
I also have a very large construction client in Sydney using a Job Costing package integrated with MYOB.
Though currently it doesn't import invoices - as they didn't need that function but it does alot more to do with Job Costing.
Or I can just take your existing invoice - put it through some software - so that it is then in whatever format you want it to be imported into MYOB.
Regards The Doc
