Forum Discussion

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?

Experienced User

I've gone to the export menu and there isn't a choice for recurring transactions. Where is it?

Ultimate User

2 years ago

SharonMaguire
Experienced User
2 years ago
Hi Gavin
I was replying to Doreen who said it could be done.
Doreen_P
MYOB Moderator
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
- SharonMaguire
  Experienced User
  2 years ago
  Thank Doreen and how do I then reimport them?
  - Doreen_P
    MYOB Moderator
    2 years ago
    Hi SharonMaguire
    
    Thanks for your response.
    
    As per checking, the exported Excel file of the recurring transaction cannot be imported. However, you may still use the Excel file as a basis when entering manually the recurring transaction into a new file.
    
    Please let me know if you need further assistance.
    
    Best regards,
    
    Doreen

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