To export account, item, card, General Journal entry, activity, activity slip, sale, and purchase information

If you haven’t already read the Your Data File Overview, see Exporting data from MYOB Accounting Plus for more information.

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

  1. Make a backup of your Accounting Plus data file.
  2. Choose Export Data from the File menu, and select the type of information you want to export from the Export Data sub-menu. The Export File window will appear.
  3. In the Export File Format field, select the file format you want to use for the export file. You can choose either the tab-delimited file format or the comma-separated file format.
  4. In the First Record Is field, select whether you want the first record in the export file to be a header record or a data record.

Header records are usually used as titles in export files; for example, some header records in an export file of customers might be titled “Customer Name,” “Address” and “Telephone Number.”

Data records are pieces of actual Accounting Plus information.

  1. Depending upon the type of information you’re exporting, more fields will appear in the Export File window. After you’ve made your selections in the Export File window, click Continue. The Export Data window opens.
  2. In the Export Data window, choose the Accounting Plus fields you want to export, and the order in which you want to export them. To do this, click on the first field you want to export in the MYOB Accounting Plus Fields column. The title Field 1 will appear in the Export Order column next to the field you selected, and the field name will also appear at the top of the Export Fields column on the left side of the window.

Follow this process for each field you want to export.

Note: Some fields must be exported MYOB Accounting Plus fields whose names have asterisks (*) next to them must be included in the Export Fields column before you can export any data.

If you want to remove a field’s name from the Export Fields column, click on the field’s name in the MYOB Accounting Plus Fields column.

If you want to export all the fields in the order they’re shown in the MYOB Accounting Plus Fields column, click the Match All button. If you want to clear all the selections in the Export Fields column, click the Unmatch All button.

  1. When you’re done selecting fields, click the Export button. A window appears, allowing you to name the export file that will be created, as well as assign a location to the file.

Name your export file, select a location for it and click OK. The exporting process begins.

To export account, item, card, General Journal entry, activity, activity slip, sale, and purchase information