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Exporting data from MYOB AccountEdge (view source)
Revision as of 00:47, 15 April 2014
, 00:47, 15 April 2014no edit summary
(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...") |
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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 == | ||
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# 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'''. | ||
== Exporting Linked Accounts from MYOB AccountEdge == | == Exporting Linked Accounts from MYOB AccountEdge == | ||
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To export the linked accounts information from MYOB AccountEdge, follow these steps. | To export the linked accounts information from MYOB AccountEdge, follow these steps. | ||
# | # From the MYOB command center, click on the '''Reports''' button; | ||
# Select the '''Accounts''' tab; | |||
# Select the '''Linked Accounts''' report and click '''Customise'''; | |||
# Leave all the defaults intact and click the '''Display''' button; | |||
# | # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; | ||
# Select ''' | # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt'''; | ||
# | # Click '''Save'''. | ||
# | |||
# | |||
# Click ''' | |||
== Related Topics == | == Related Topics == | ||
* [[ | * [[Connecting BudgetLink to MYOB AccountEdge]] | ||