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Difference between revisions of "Exporting data from MYOB AccountEdge"
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Exporting data from MYOB AccountEdge (view source)
Revision as of 03:52, 15 April 2014
, 03:52, 15 April 2014no edit summary
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The data you need to export are: | The data you need to export are: | ||
* Accounts; | * Accounts; | ||
* Jobs; | * Jobs; | ||
* Journal Records. | * Journal Records; | ||
* Linked accounts. | |||
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 == | |||
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'''. | |||
== Exporting Jobs from MYOB AccountEdge == | == Exporting Jobs from MYOB AccountEdge == | ||
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# Click '''Save'''. | # Click '''Save'''. | ||
== Exporting Linked Accounts from MYOB AccountEdge == | == Exporting Linked Accounts from MYOB AccountEdge == | ||
| Line 78: | Line 80: | ||
# 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 == | == Video == | ||