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Importing and exporting data > Importing data
You can take data entered in other software and incorporate it into your company file. You can also incorporate information from one MYOB company file into another MYOB company file. This process is called importing data.
Some of the types of information you can import are: accounts, items, general journal entries, inventory adjustments, Receive Payments transactions, Receive Money transactions, Spend Money transactions, Pay Bills transactions, sales, purchases, cards, jobs, timesheets, activities, and activity slips.
When you import timesheets, only the entries that don’t have activity slips associated with them are included. You must import activity slips to complete the process.
You can import journal entries from CaseWare directly into your MYOB company file. For more information, see Exporting to and importing from CaseWare.
To import data
Before you start the import process below, you need to export the data from the software used to create the data and save it in a tab-delimited or comma-separated file format.
1
Go to the File menu, choose Import Data and then choose the type of data you want to import. The Import File window appears.
2
Select the import file format, the type of the first record, and, if required, the method of handling duplicate records. For more information, see Import File window.
3
Click Continue. The Open window appears.
4
5
Match the import fields with the AccountEdge Fields column. To do this:
Click Automatch. The import field names that match the AccountEdge fields automatically appear in the Matching Import Field column. If there are any fields that remain unmatched, you can match them manually. To reset the window, click Unmatch All.
a
Click the name of a field in the Import Fields column.
b
Click the matching field in the AccountEdge Fields column.
The import field you selected appears in the Matching Import Field column.
Fields that have an asterisk (*) next to them must have matching import fields assigned to them.
d
If all the fields in the import file match those in the AccountEdge Fields column, click Match All to match all fields simultaneously.
6
Click Import to import the data. If you get a warning or an error message indicating that the import was not successful, refer to the import log file in your MYOB software installation folder for a list of errors or warnings. This is a text file—readable by most word processors—that lists the problems encountered during the import. This file is called AccountEdge Import Log.
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