To import data to Accounting Plus

If you haven't already read the Importing and Exporting Overview, see Importing data into MYOB Accounting Plus for more information.

Please note that this task requires single-user access. See Single-user file locking for more information.

Before you begin the import process, you must have created a file containing information you want to import into MYOB Accounting Plus -- an import file. To learn more about the import file formats, see Import file formats and other import options.

  1. Make a backup of your company file. See To make a backup to learn how.
  2. Choose Import Data from the File menu and select the type of information you want to import from the Import Data sub-menu. The Import File window will appear.
  3. In the Import File Format field, select the file format of the import file you are about to import.
  4. In the First Record Is field, select whether the first record in the import file is a header record or a data record.
  5. Depending upon the type of information you're importing, more fields may appear in the Import File window.
  6. After you've made your selections in the Import File window, click Continue. A dialog box appears, allowing you to locate your import file. Locate the file, highlight it and click OK.
  7. The Import Data window appears. In this window, you'll match the information in the import file with its corresponding fields in Accounting Plus. To do this, highlight the name of a field in your import file from the Import Fields column.

Note: Some fields must be imported

Accounting Plus fields whose names have asterisks (*) next to them must have matching import file fields assigned to them.

  1. When you're finished matching fields, click the Import button to begin the importing process.

See also:

The Import Log report