Import / Export data sales to Myob
Hi Team, Please help me to understand how to import data sales from excel report to Myob System with import / export proccess . I need to be simple about entry data sales and bank . I have trie...
Forum Discussion
Hi Chandra_Villas,
To import sales data from an Excel report into MYOB AccountRight, ensure your Excel file is formatted correctly with columns matching fields (e.g., Date, Customer, Item, Quantity, Amount), save it as a CSV file, log in to AccountRight, navigate to the Import/Export Assistant via the File menu, select Import Data and the type of data (e.g., Sales), map the fields from your CSV to MYOB fields, follow the prompts to complete the import, and review any error messages or logs to ensure all data is imported correctly. Additionally, you can access the sample company file in AccountRight to get a template for your data.
Additionally, you can access the sample company file in MYOB AccountRight to get a template for your data. This can help ensure that your data is formatted correctly for import. For more detailed guidance, you can visit this help articles.
Importing and exporting data
Using the sample company file (Clearwater)
I hope this helps!
Regards,
Earl
Hi Earl
This data i have imported to system myob.
can you suggest me for the right template sales import and bank recon
Hi Chandra_Villas,
You can access the Clearwater sample company file and obtain the sample templates. For more detailed information, you can refer to the help page: Using an import template
Regards,
Earl
