Before importing imformation, you need to export the data from its current software and save it in a format compatible with your company file. For example, if you use a spreadsheet program to track your data, you will need to export to a file format that your MYOB software can read.
Similarly, when you export data from your company file, you need to save it in a format that the target software can read. You can export data to a number of formats, but you can only import data from tab-delimited and comma-separated files.
If you’re exporting data from your MYOB software for use in another software program, use the format that is accepted by that program. (If you’re not sure which format is accepted, check the documentation that came with the software program.)
If you’re exporting data for use in another MYOB software company file, you can choose either format, since MYOB software accepts both. To make the process easy, comma-separated is automatically selected. Comma-separated is also automatically selected during the import process.
When you import Cards, Sales, Purchases, Activity Slips, Timesheets, Disbursements and Receipts, you can identify the records you want to import by using the
Identify xxx by field. You have three choices; you can select by Card Co./Last Name, Card ID or Record ID.
When you import Contact Logs, you have two choices: by
Card or by
Contact Log Record ID.
A record is an organized collection of information about an individual piece of accounting data. For example, information about a single sale or purchase is stored as one record.
When importing sales, purchases, inventory adjustments and journal entries, a blank line must be entered between each record; that is, there must be a line between each sale, purchase, inventory adjustment or journal entry. The blank line marks the end of the record when it is imported into an MYOB company file.
If no blank line is entered to separate each record, all of your records could be imported as one long record instead of as individual records.
If you’re importing information that was exported from another MYOB software company file, a blank line was entered between records in the file during the export process.
If you’re importing information that was exported from other software, be sure the file has a blank line between each type of record. If the file you want to import doesn’t have a blank line between each record, you may want to open the file using a text editor (such as Notepad or Microsoft Word) or a word processing or spreadsheet program and insert the blank line. You can create a blank line by pressing Enter
between each record’s data.
