Importing and exporting data > Importing data
You can take information entered in other software programs and other AccountRight company files, and incorporate it into your company file. This process is called importing data.
Some of the types of information you can import are: accounts, GST codes, custom lists, accounts, items, general journal entries, inventory adjustments, receive payments transactions, receive money transactions, spend money transactions, pay bills transactions, sales, purchases, cards, contact logs, jobs, activities and activity slips.
The data can be imported from a tab-delimited or comma-separated text file.
note : Single-user mode required for data import [AccountRight Premier and AccountRight Enterprise only]
You cannot import data when more than one user is 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 you are importing an accounts list
If your accountant uses MYOB Accountants Office, you can import an accounts list from Accountants Office. For more information, see Importing an accounts list from MYOB Accountants Office.
You can also import accounts that have been exported from another AccountRight company file.
Before you start the import procedure, you will need to export the data from the software used to create the data and save it in a 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.
1
|
Go to the File menu, choose Import Data and then choose the type of data you want to import. The Import File window appears.
|
2
|
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.
|
3
|
4
|
5
|
a
|
Select the name of a field in the Import Fields column.
|
b
|
Click the matching field in the AccountRight Fields column.
|
note : Some fields must be imported
Fields that have an asterisk (*) next to them must have matching import file fields assigned to them.
c
|
If all the fields in the import file match those in the AccountRight Fields column, click Match All to match all fields simultaneously.
|
6
|
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 AccountRight software program folder for a list of errors or warnings. This is a text file—readable by most word processors and text editors—and lists the problems encountered during the import. It is called MYOBLOG.txt (MYOBPLOG.txt in AccountRight Premier and AccountRight Enterprise).
|
7
|
Click OK.
|