Forum Discussion

SharonMaguire

Experienced User

2 years ago

how do I export and import recurring transactions

Hi do I export recurring transactions so I can reimport them in to a new MYOB file?

Export

Recurring Transactions

Doreen_P
2 years ago
Hi SharonMaguire

Thanks for your reply.

Kindy go to Reports > Purchases > Recurring Transactions > Recurring Transactions List > Export to Excel. Please refer to the screenshot below.

Please let me know how it goes.

Best regards,

Doreen

Doreen_P

MYOB Moderator

2 years ago

Hi SharonMaguire

The recurring transaction list can be exported to Excel. When exporting you may need to go to File > Import/Export Assistant. For more information on how to do this, kindly check The Help Article Exporting data.

Please let me know how it goes.

Best regards,

Doreen

SharonMaguire
Experienced User
2 years ago
I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?
- gavin12345
  Ultimate User
  2 years ago
  - SharonMaguire
    Experienced User
    2 years ago
    Hi Gavin
    I was replying to Doreen who said it could be done.