Fields in this window
Export File window

Window Overview | To use this window | Fields in this window | To find this window


Not all of the fields in this list appear in every Export File window. Please refer to only those fields that appear in the Export File window you`re using.

Export File Format

Choose to create your export file using a tab-delimited or comma-separated file format.

First Record is

Choose whether you want the first record in the export file to be a header record or a data record.

If you choose Header Record, MYOB Accounting Plus will create the first record in your export file automatically, using labels for each of the fields in that record. For example, if you're exporting customer records, the first record in the export file will contain labels such as "Customer Name," "Address" and "Telephone Number." A header record such as this example doesn't contain actual data, but will help you quickly understand the contents of the export file.

If you choose Data Record, no labels will be assigned to the data you export.

Balances from

Select the year from which you want to export account balances, either the current financial year or the previous financial year.

This selection appears only if you're exporting accounts.

Panel of months

After you've selected a year in the Balances from field, choose the month from that year whose ending balances you want to export.

This selection appears only if you're exporting accounts.

Status

Enter the status of the sale or purchase.

  • For sales the choices are Open, Credit, Closed, All Invoices, Orders, Quotes or All Sales.
  • For purchases the choices are Open, Debit, Closed, All Purchases, Orders, Quotes or All Purchases.

This field appears only if you're exporting sales or purchases.

Identifiers

Enter the identifiers by which you wish to select customers, suppliers, employees or personal contacts for exporting. The records that will be exported will be only those who are assigned all the identifiers you enter here.

This field appears only if you're exporting customer, supplier, employee or personal contact records, activities or sales or purchases.

Postal Code

Enter the postal code by which you wish to select customers, suppliers, employees or personal contacts for exporting. The records that will be exported will be only those who are assigned the postal code you enter here. (If you wish, you can enter a partial postal code to select more records for exporting.)

This field appears only if you're exporting customer, supplier, employee or personal contact records.

Source Journal

Select the journal from which you want to export journal entries.

This field appears only if you're exporting journal entries.

If you select Disbursements or Receipts in this field an additional field appears. Select the type of disbursement or receipt that you wish to export in this field. If you wish to export all types of disbursements and receipts, accept All -- the choice that appears automatically.

Dated From/To

Enter a range of dates from which you want to export journal entries, other sales or other purchases.

This field appears only if you're exporting journal entries, activities, sales or purchases.

Custom Lists

Choose the custom list entries by which you wish to select customers, suppliers, employees or personal contacts for exporting. There are three unique custom lists available for each card type.

This field appears only if you're exporting customer, supplier, employee or personal contact records.

Include Journal Entries in Export File (CaseWare)

Click this check box if you wish to include journal entries in the export file along with the Company Information and the account balances of a CaseWare export. Journal entries for the current fiscal year up to the end of the month you enter in the Dated to end of field will be exported.

This field appears only if you're exporting files to CaseWare.

Dated to end of - (CaseWare)

The balances of the accounts in the Accounts List window as of the end of the month (current fiscal year) you enter here will be exported. (Also exported is the information in the Company Information window.)

This field appears only if you're exporting files to CaseWare.

Export button (CaseWare)

Click this button to open a dialog box where you can enter a name and choose a location for the export file.

This field appears only if you're exporting files to CaseWare.

Cancel button

Click this button to leave this window.

Continue button

Click this button to open the Export Data window, where you can choose the specific data fields you want to export.