Importing and exporting data > Importing data
You can take data entered in other software programs and incorporate it into your company file. You can also incorporate information from one AccountRight company file into another AccountRight company file. This process is called importing data.
Some of the types of information you can import are: tax codes, accounts, items, general journal entries, inventory adjustments, receive payments transactions, receive money transactions, spend money transactions, pay bills transactions, sales, purchases, cards, jobs, activities and activity slips.
note : Importing timesheets
When you import timesheets, only the entries that don’t have activity slips associated with them are included. You must import activity slips to complete the process.
The data can be imported from a tab-delimited or comma-separated text file.
You cannot import data when more than one user are logged in. For more information, see Single-user file locking for special tasks.
In the Help Centre, choose Importing/Exporting > Importing and Exporting Table of Contents, and click the ‘To import QIF’ topic.
If your accountant uses MYOB Accountants Office, you can import an accounts list from it. For more information, see Importing an accounts list from MYOB Accountants Office.
Before you start the import process, you will need to export the data you want from the program you’ve used to create the data. The data you want to import must be in tab-delimited or comma-separated file format.
Before you import data you should make a backup of your company file. See Backing up and restoring company files.
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Go to the File menu, choose Import Data and then choose the type of data you want to import. The Import File window appears.
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Select the import file format, the type of the first record, and the method of handling duplicate records. For more information, see Import File window.
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Click the name of a field in the Import Fields column.
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b
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note : Some fields must be imported
Fields that have an asterisk (*) next to them must have matching import file fields assigned to them.
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If all the fields in the import file match those in the AccountRight Fields column, click Match All to match all fields simultaneously.
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Click Import to import the data. If you get a warning or an error message indicating that the import was not successful, refer to the import log file in your software program folder for a list of errors or warnings. This is a text file—readable by most word processors and text editors—which lists the problems encountered during the import. It is called MYOBPLOG.txt.
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Click OK.
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