4 months ago
IMPORT SALES VIA CSV
How to start creating a CSV file to import sales into MYOB Accountright? Are there templates or any guidance? I enter 30-40 invoices a week with 7 days worth of data on each invoice which can be time...
Hi EMOpoku, the best way forward is to export some existing invoices and use that file as a template (content transferred to, Excel). I also suggest using the tab delimited format, less prone to error.
Hi Mike,
Thank you very much for your reply. I have exported the file but it only exported to a Text file. Did you mean in your response to transfer that content to excel?
Thank you.
Hi EMOpoku , yes that's correct. The exported file will be a text file, but copy the contents to Excel, prepare the new invoices there, then save that file as a text file with a different name.
Hi EMOpoku ,
In addition to Mike_James' suggestions, you can also visit these help articles for more information.
Importing data
Importing and exporting data
Regards,
Earl