Importing data

Transactions can be imported into Client Accounting using the Manage client file imports wizard. You can find this function on the Tasks bar of your client's Client Accounting > Trial Balance (or Workpapers) tab.

You can only import transactions via Client Accounting if your configured ledger is an MYOB Ledger. If you're using something different, you can still use the import functions in your configured ledger's software.

The Manage client file imports wizard accepts the following file types:

About the Manage Client File Imports wizard

The Manage client file imports wizard is where you'll import journal transactions from your client's file into an MYOB ledger. In this window, you'll map your the client's accounts to its equivalent account in your ledger.

There are two additional functions in this window:

The View/edit mapping template link lets you view and modify the mapping template for the most recently imported client accounts.
The Delete previous import link will delete all transactions and journal entries posted by the import wizard for the previously imported client file (i.e. undo the import).

Transaction Import FAQs

How do I import data from another accounting software?

If your client's accounting software has the option to export transactions in an MYE format, choose this option. This is an MYOB file type and requires no additional formatting.

If you don't have this option, choose a .CSV or Excel file type. You may need to Importing a .CSV file to match the format MYOB Ledger requires.

If you're using...	Choose file type...
Xero	.MYE
QuickBooks Online	.MYE
Reckon	.CSV

If you're not sure how to export data from a 3rd party accounting software, check the product help for that software.

How do I export transactions from a AccountRight, AccountEdge or Essentials?

For information on how to export transactions from your client's file, click on the link in the Refer to column for the relevant product.

Product	Refer to..
AccountRight	Provide information to your accountant
AccountRight Classic (v19 or earler)	Exporting information for use with AE/AO
AccountEdge	Provide information to your accountant
Essentials Accounting (including Connected Ledger)	Export for accountants

How do I import transactions if I'm not using an MYOB ledger?

If your configured ledger is not an MYOB Ledger, you can still import transactions from within your configured ledger's software.

For example, if you've configured a MAS ledger, import your data using the import function within the MAS ledger.

The table below lists articles containing information on how to import transactions into your product.

MYOB Product	More information
AccountRight	Importing data
MAS	Importing an .MYE file into MAS Importing transactions from a third party product into MAS Importing BankLink transactions into MAS
AE Accounts	Importing transactions from a third party product into AE Accounts Importing transactions from AccountRight into AE Accounts
AO Classic GL	Importing transactions from MYOB Essentials into AO Classic General Ledger Importing an Excel spreadsheet into AO Classic General Ledger Importing BankLink data into AO Classic General Ledger

Journal transactions can't be imported into MYOB Essentials. For information on what you can import into Essentials, see Importing and exporting in MYOB Essentials.

What data can I import into MYOB Ledger?

You can import:

Item

MYE

CSV

TXT

QIF

More information

Chart of Accounts