Importing and exporting

To import data to AccountEdge

 

Please note that this task requires single-user access. See Single-user file locking for more information.

Before you begin the import process, you must create a file containing information you want to import into MYOB AccountEdge. This is your import file. You should know the location of the import file before you begin. (Importing data into MYOB AccountEdge)

If you want to use AppleScript in the importing process, see AppleScript scripts.

  1. Make a backup of your company file. (To make a backup)


  2. Choose Import Data from the File menu and select the type of information you want to import from the Import Data sub-menu. The Import File window will appear.


  3. In the Import File Format field, select the file format of the import file you are about to import. (Import file formats)


  4. In the First Record Is field, select whether the first record in the import file is a header record or a data record. (Import file formats)


  5. Depending upon the type of information you're importing, more fields may appear in the Import File window. (How to handle duplicate records when importing)


  6. After you've made your selections in the Import File window, click Continue. A dialog box appears, allowing you to locate your import file. Locate the file, highlight it and click Open.


  7. The Import Data window, where you can match the information in the import file with its corresponding fields in AccountEdge, appears. Highlight the name of a field in your import file from the Import Fields column.

    Then click the field in the MYOB AccountEdge Fields column that you want to match the import field. When you do this, the import field you selected will appear in the Matching Import Field column.


    Note:  Some fields must be imported
  1. When you're finished matching fields, click the Import button to begin the importing process.


  2. When the import process is finished, a new window will show the number of records that were imported.


    If some records were skipped during the import process, or if some other event occurred, a message will appear in this window to indicate that the Import Log report was created. This report (titled AccountEdge Import Log) lists information about any problems that occurred during the importing process, as well as information about rejected records.
    Note:  The Import Log report is created each time you import

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