Exporting data from MYOB AccountEdge - Revision history

Nic at 23:03, 10 February 2015

2015-02-10T23:03:02Z

@@ Line 14: / Line 14: @@
 * Journal Records;
 * Linked accounts.
@@ Line 82: / Line 85: @@
 # Click '''Save'''.
 == Video ==

Jeff at 09:52, 15 April 2014

2014-04-15T09:52:44Z

← Older revision		Revision as of 04:52, 15 April 2014
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	Before exporting the data, create a folder to contain the exported files.		Before exporting the data, create a folder to contain the exported files.


	== Exporting Accounts from MYOB AccountEdge ==		== Exporting Accounts from MYOB AccountEdge ==

Jeff at 09:52, 15 April 2014

2014-04-15T09:52:27Z

@@ Line 11: / Line 11: @@
 The data you need to export are:
 * Accounts;
 * Jobs;
-* Journal Records.
+* Journal Records;
 Before exporting the data, create a folder to contain the exported files.
 == Exporting Jobs from MYOB AccountEdge ==
@@ Line 46: / Line 68: @@
 # Click '''Save'''.
 == Exporting Linked Accounts from MYOB AccountEdge ==
@@ Line 78: / Line 80: @@
 # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt''';
 # Click '''Save'''.
 == Video ==

Nic at 06:49, 15 April 2014

2014-04-15T06:49:39Z

← Older revision		Revision as of 01:49, 15 April 2014
Line 38:		Line 38:
	# Set the '''Export File Format''' to '''Tab-delimited''';		# Set the '''Export File Format''' to '''Tab-delimited''';
	# Set the '''First Record is''' field to '''Header Record''';		# Set the '''First Record is''' field to '''Header Record''';
	# Set the '''Source Journal''' to 'All''';		# Set the '''Source Journal''' to '''All''';
	# Ensure the '''Dated From''' and '''To''' fields are blank;		# Ensure the '''Dated From''' and '''To''' fields are blank;
	# Click the '''Continue''' button;		# Click the '''Continue''' button;

Nic at 06:49, 15 April 2014

2014-04-15T06:49:15Z

← Older revision		Revision as of 01:49, 15 April 2014
Line 16:		Line 16:

	Before exporting the data, create a folder to contain the exported files.		Before exporting the data, create a folder to contain the exported files.

	~~== Video ==~~

	~~This getting started video will show you how to connect BudgetLink with MYOB AccountEdge.~~

	~~{{#ev:youtube\|fTiPmz79Z0Y\|560\|left\|BudgetLink Getting Started for MYOB AccountEdge}}~~

	~~<br clear=all />~~

	== Exporting Jobs from MYOB AccountEdge ==		== Exporting Jobs from MYOB AccountEdge ==
Line 86:		Line 78:
	# Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt''';		# Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt''';
	# Click '''Save'''.		# Click '''Save'''.

			== Video ==

			This getting started video will show you how to connect BudgetLink with MYOB AccountEdge.

			{{#ev:youtube\|fTiPmz79Z0Y\|560\|left\|BudgetLink Getting Started for MYOB AccountEdge}}

			<br clear=all />

	== Related Topics ==		== Related Topics ==

	* [[Connecting BudgetLink to MYOB AccountEdge]]		* [[Connecting BudgetLink to MYOB AccountEdge]]

Nic at 06:48, 15 April 2014

2014-04-15T06:48:47Z

← Older revision		Revision as of 01:48, 15 April 2014
Line 5:		Line 5:

	The data you need to export from MYOB AccountEdge comes from two sources:		The data you need to export from MYOB AccountEdge comes from two sources:
	* File ~~Exports~~;		* File exports;
	* Reports saved as tab-delimited files.		* Reports saved as tab-delimited files.

Nic at 06:47, 15 April 2014

2014-04-15T06:47:18Z

← Older revision		Revision as of 01:47, 15 April 2014
Line 2:		Line 2:

	You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB.		You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB.


	The data you need to export from MYOB AccountEdge comes from two sources:		The data you need to export from MYOB AccountEdge comes from two sources:
	* File Exports		* File Exports;
	* Reports saved as tab-delimited files		* Reports saved as tab-delimited files.


	The data you need to export are:		The data you need to export are:
	* Accounts		* Accounts;
	* Linked accounts		* Linked accounts;
	* Jobs		* Jobs;
	* Journal Records		* Journal Records.

	Before exporting the data, create a folder to contain the exported files.		Before exporting the data, create a folder to contain the exported files.

			== Video ==

			This getting started video will show you how to connect BudgetLink with MYOB AccountEdge.

			{{#ev:youtube\|fTiPmz79Z0Y\|560\|left\|BudgetLink Getting Started for MYOB AccountEdge}}

			<br clear=all />

	== Exporting Jobs from MYOB AccountEdge ==		== Exporting Jobs from MYOB AccountEdge ==
Line 64:		Line 74:
	# Browse to the export data folder and name the file '''MAC_Accounts.txt''';		# Browse to the export data folder and name the file '''MAC_Accounts.txt''';
	# Click '''Save'''.		# Click '''Save'''.



	~~# Click the '''Continue''' button;~~
	~~# Click the '''Match All''' button to include all fields;~~
	~~# Click the '''Export''' button;~~
	~~# Browse to the export data folder and name the file '''MAC_JournalRecords.txt''';~~
	~~# Click '''Save''';~~

	== Exporting Linked Accounts from MYOB AccountEdge ==		== Exporting Linked Accounts from MYOB AccountEdge ==
Line 77:		Line 79:
	To export the linked accounts information from MYOB AccountEdge, follow these steps.		To export the linked accounts information from MYOB AccountEdge, follow these steps.

	# ~~Within~~		# From the MYOB command center, click on the '''Reports''' button;
			# Select the '''Accounts''' tab;
			# Select the '''Linked Accounts''' report and click '''Customise''';
	~~# Go to~~ the '''~~Data File Setup~~''' ~~dialogue. See [[Changing how BudgetLink connects to your data file]] for more information~~;		# Leave all the defaults intact and click the '''Display''' button;
	# ~~Enter~~ '''~~Company Name~~''';		# From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...''';
	# Select '''~~MYOB AccountEdge (MAC)~~''' ~~as the~~ '''~~Data File Type~~''';		# Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt''';
	# ~~Click~~ the '''~~Browse~~''' button ~~to browse to the folder containing the exported data~~;		# Click '''Save'''.
	# ~~Select~~ the '''~~Current Financial Year~~'''
	~~# Select the~~ '''~~Last Month in Financial Year~~'''
	# ~~Click '''OK'''~~ to ~~close~~ the '''~~Data File Setup~~''' ~~dialogue~~;
	# Click '''~~Close~~''' ~~to close the Manage Data Files dialogue;~~
	~~# Run your first [[Get Data]].~~

	~~=== Video ===~~

	~~This getting started video will show you how to connect BudgetLink with MYOB AccountEdge~~.

	~~{{#ev:youtube\|fTiPmz79Z0Y\|560\|left\|BudgetLink Getting Started for MYOB AccountEdge}}~~

	~~<br clear=all />~~

	== Related Topics ==		== Related Topics ==

	* [[~~Exporting data from~~ MYOB AccountEdge ]]		* [[Connecting BudgetLink to MYOB AccountEdge]]

Nic: Created page with "== Overview == You can connect BudgetLink to your MYOB AccountEdge data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also n..."

2014-04-15T06:45:03Z

Created page with "== Overview == You can connect BudgetLink to your MYOB AccountEdge data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also n..."

New page

== Overview ==

You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB.

The data you need to export from MYOB AccountEdge comes from two sources:
* File Exports
* Reports saved as tab-delimited files

The data you need to export are:
* Accounts
* Linked accounts
* Jobs
* Journal Records

Before exporting the data, create a folder to contain the exported files.

== Exporting Jobs from MYOB AccountEdge ==

To export the jobs from MYOB AccountEdge, follow these steps.

# From the MYOB menu, go to '''File \ Export Data \ Jobs''';
# Set the '''Export File Format''' to '''Tab-delimited''';
# Set the '''First Record is''' field to '''Header Record''';
# Click the '''Continue''' button;
# Click the '''Match All''' button to include all fields;
# Click the '''Export''' button;
# Browse to the export data folder and name the file '''MAC_Jobs.txt''';
# Click '''Save'''.

== Exporting Journal Records from MYOB AccountEdge ==

To export the journal records from MYOB AccountEdge, follow these steps.

# From the MYOB menu, go to '''File \ Export Data \ Transaction Journals''';
# Set the '''Export File Format''' to '''Tab-delimited''';
# Set the '''First Record is''' field to '''Header Record''';
# Set the '''Source Journal''' to 'All''';
# Ensure the '''Dated From''' and '''To''' fields are blank;
# Click the '''Continue''' button;
# Click the '''Match All''' button to include all fields;
# Click the '''Export''' button;
# Browse to the export data folder and name the file '''MAC_JournalRecords.txt''';
# Click '''Save'''.

== Exporting Accounts from MYOB AccountEdge ==

To export the Accounts from MYOB AccountEdge, follow these steps.

# From the MYOB command center, click on the '''Reports''' button;
# Select the '''Accounts''' tab;
# Select the '''Accounts List Detail''' report and click '''Customise''';
# Set the '''Accounts''' dropdown to '''All''';
# Set the '''Tax Codes''' dropdown to '''All''';
# Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014);
# Select the '''Report Fields''' tab;
# Tick to include all the fields;
# Select the '''Finishing''' tab;
# Tick '''Include $0.00 Balances''';
# Tick '''Include Inactive Accounts''';
# Click '''Display''';
# From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...''';
# Browse to the export data folder and name the file '''MAC_Accounts.txt''';
# Click '''Save'''.

# Click the '''Continue''' button;
# Click the '''Match All''' button to include all fields;
# Click the '''Export''' button;
# Browse to the export data folder and name the file '''MAC_JournalRecords.txt''';
# Click '''Save''';

== Exporting Linked Accounts from MYOB AccountEdge ==

To export the linked accounts information from MYOB AccountEdge, follow these steps.

# Within

# Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information;
# Enter '''Company Name''';
# Select '''MYOB AccountEdge (MAC)''' as the '''Data File Type''';
# Click the '''Browse''' button to browse to the folder containing the exported data;
# Select the '''Current Financial Year'''
# Select the '''Last Month in Financial Year'''
# Click '''OK''' to close the '''Data File Setup''' dialogue;
# Click '''Close''' to close the Manage Data Files dialogue;
# Run your first [[Get Data]].

=== Video ===

This getting started video will show you how to connect BudgetLink with MYOB AccountEdge.

{{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}}

<br clear=all />

== Related Topics ==

* [[Exporting data from MYOB AccountEdge ]]