When you begin using MYOB, one of the most important and first steps you have to know about MYOB would be data importing. Importing data into MYOB is an essential part since you have to make sure that the data imported is reliable, especially when you will be using it often. Here is how you can proceed with MYOB data importing correctly:
There is a specific format that external data should follow when it comes to MYOB data importing, so that the entire process can go smoothly. It could be from a spreadsheet or other types of files, but the general format MYOB essentials accepts include data being organised and arranged in the right fields with no missing data from mandatory fields, header rows in the same format, and saved in a .txt file format. Your data should be separated by tabs instead so if you use spreadsheets, they should enable you to export to these types of files.
If you have no idea how to go about it, do not worry. The official MYOB website has sample file resources that are free for download. These sample files are build for hassle free MYOB data importing so feel free to download and edit so that the rest of your information can fit within the sample file. This way, importing can be made a straightforward process. However, make sure not to delete any unneeded fields.
Alternatively if you are using other earlier versions of the MYOB software, you can perform MYOB data importing by exporting the contacts/items from your company file first. Simply use the export data function from the File tab. As they are created for easy exporting, do not change any information fields. Make sure you export everything by clicking on Match all.
Allow the exporting process to run it’s course- once it’s done, all your data should be saved in a text file. You can then use the text file to import it into your new MYOB software with no difficulty.
If you are able to follow the steps above accurately, the MYOB data importing should be imported successfully with no errors. However to err on the safer side, make sure to do a double check. If there are still issues, you can consult the online MYOB forum or liaising with the official MYOB site staff. You can also consider signing up for MYOB training classes to learn more about data.