Import file formats and other import options

Importing and Exporting Overview > Importing data into MYOB Accounting Plus > Import file formats and other import options

Before you start the import process in MYOB Accounting Plus, you'll export the data you want from the software program you've used to create the data. For example, if you've used a spreadsheet program to track your data in the past, you should use that spreadsheet program to export the information you want to use in Accounting Plus. Remember which format you select, since you'll be asked to select one file format during the import process. When you save the file, choose a name and location for the file that you can remember and find easily, since you'll be asked to find the file during the import process.

The data you want to import must be stored in a file, known as an import file, that uses either the tab-delimited or comma-separated file format. These formats are described below:

Header records are usually used as titles in import files; for example, some header records in an export file of customers might be titled "Customer Name," "Address" and "Telephone Number."

Data records are actual information that you want to include in your Accounting Plus company file. If you indicate that your import file's first record is a data record, that record and all other records will be imported into Accounting Plus.

Use the Duplicate Records field to indicate whether you want to reject duplicate records, add them to your company file or update existing records.