Importing and Exporting Documents

Debtor/Creditor Account > Documents Tab > and

Importing a Document

To import a document:

From the Documents tab inside the Master Account, click the Import button .
Select the appropriate document / file and click Open, you will now see the following window:

To reduce the size of the database, MYOB recommends keeping this file as a link only.
Click OK and the Document Manager window opens, prompting for details on the recently imported document.

If you choose to import this document as a link, this is labelled in the Document Manager window:

To export a document:

From the Documents tab inside the Master Account, click the Export button .
Select the destination directory for this document and click Save. A window will open confirming the successful export, click OK to complete the process.