This feature is not enabled for all users. If this option isn’t available in the Tasks bar, please contact your client manager to enable this feature for your practice.
You can migrate existing general ledgers of the following types to an AE/AO Ledger:
-
AO Classic
-
(Australia) Accounts
-
MAS
Ledger details, Charts of Accounts and closing balances of the financial year are migrated from your existing general ledger to an AE/AO Ledger. You can migrate either:
-
the full prior-year balances
-
the partial current-year balances, including transactions for any future periods. This migrates transactions that are equal to or greater than the financial year start date as a Journal type.
Use the Select to migrate current year transactions checkbox to choose your preference when migrating data.
To be able to migrate one of your existing ledgers to an AE/AO Ledger, ensure that you have configured MYOB Logins with authorisation to migrate your existing ledger(s).
Depending on the classification, the tax types are determined after the migration of your existing ledger(s):
MAS classifications (Australia)
|
MAS accounts
|
Account range
|
|
Assets
|
640 - 869
|
|
Cost of Sales
|
250 - 279
280 - 299
|
|
Equity
|
500 - 639
|
|
Expenses
|
218 - 229
300 - 479
|
|
Income
|
230 - 249
190 - 196
216 - 217
|
|
Liabilities
|
870 - 999
|
|
Other Expenses
|
480 - 499
|
|
Other Income
|
100 - 189
197 - 209
210 - 215
|
MAS classifications (New Zealand)
|
MAS accounts
|
Account range
|
|
Other Income
|
100 - 183
|
|
Expense
|
184
|
|
Other Income
|
185 - 189
|
|
Income
|
190 - 199
|
|
Other Income
|
200 - 218
|
|
Income
|
219 - 249
|
|
Cost of Sales
|
250 - 299
|
|
Expense
|
300 - 480
|
|
Equity
|
481 - 499
|
|
Equity (Trust Entities only)
|
500
|
|
Liabilities (Company, Trust, Club or Society entities)
Equity (Partnership, Individual entities)
|
501 - 549
|
|
Equity
|
550 - 639
|
|
Assets
|
640 - 811
|
|
Liabilities
|
812 - 906
|
|
Equity
|
907
|
|
Liabilities
|
908 - 999
|
Accounts classifications (Australia)
|
Accounts accounts
|
Account range
|
|
Assets
|
800 - 809
820 - 828
829 - 869
892 - 894
700 - 719
870 - 891
895 - 899
650 - 655
658 - 673
656 - 657
674 - 699
739
720 - 738
766 - 769
770 - 790
760 - 765
740 - 759
791 - 794
795
|
|
Cost of Sales
|
11 - 31
32 - 38
39 - 40
105 - 110
130 - 139
111 - 129
140 - 209
|
|
Equity
|
518 - 519
535 - 541
542 - 546
530 - 534
526 - 527
547
548
549
560 - 569
580 - 609
570 - 576
577 - 579
528 - 529
610 - 649
|
|
Expenses
|
41 - 89
280 - 494
520 - 525
|
|
Income
|
1 - 10
259 - 273
210 - 212
213 - 279
90 - 104
|
|
Liabilities
|
900 - 916
917 - 925
926 - 949
955
956 - 958
950 - 953
959
954
975 - 984
960 - 965
966 - 974
985
986 - 988
989 - 993
994 - 998
999
|
|
Other Income
|
495 - 517
|
The account code and account name will be migrated as one name for Header accounts. For example, Account code - 198, Account name - Savings Account is migrated as 198 Savings Account to the AE/AO Ledger.
