import_and_export:export_to_myob

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import_and_export:export_to_myob [2017/07/03 21:05] – [Exporting to MYOB] rozannaimport_and_export:export_to_myob [2023/01/24 16:16] (current) – Gary Willetts
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-====== Exporting to MYOB ====== +{{indexmenu_n>160}} 
- +====== 17.19. Exporting to MYOB ====== 
- +<wrap info>Function added: mSupply version 3.05</wrap>
-<wrap info>Added: version 3.05</wrap>+
  
 +If you use MYOB for your accounting then you may well want to export invoices from mSupply into MYOB. If that's the case then this is the page that will tell you how to do it. 
  
 ===== Setting up MYOB/mSupply ===== ===== Setting up MYOB/mSupply =====
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   * set up mSupply to use the same account codes as MYOB (See [[items:item_units_and_item_accounts#5items-27units|Item units and item accounts]]). If necessary, the accounts associated with any item can be edited via the //Misc tab// after selecting an item (See [[/items:item_basics#5items-1itembasics|Item basics]])   * set up mSupply to use the same account codes as MYOB (See [[items:item_units_and_item_accounts#5items-27units|Item units and item accounts]]). If necessary, the accounts associated with any item can be edited via the //Misc tab// after selecting an item (See [[/items:item_basics#5items-1itembasics|Item basics]])
  
-  * set up MYOB to use the same suppliers and customers as mSupply (See [[/names:adding_and_editing#10names-1namesusingaddingandediting|Names: Using, adding and editing]]) - the suppliers and customers in mSupply need to be added to the Card List in MYOB, where the //Charge to// field in mSupply corresponds to the //Card ID// field in MYOB.+  * set up MYOB to use the same suppliers and customers as mSupply (See [[names:adding_and_editing#10names-1namesusingaddingandediting|Names: Using, adding and editing]]) - the suppliers and customers in mSupply need to be added to the Card List in MYOB, where the //Charge to// field in mSupply corresponds to the //Card ID// field in MYOB.
  
 ===== Exporting from mSupply ===== ===== Exporting from mSupply =====
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 This can be done from two places: This can be done from two places:
  
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 ===== Importing to MYOB ===== ===== Importing to MYOB =====
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   * Select //File>Import Data>Purchases>Service Purchases// for supplier invoices (or //File>Import Data>Sales>Service Sales// for customer invoices)   * Select //File>Import Data>Purchases>Service Purchases// for supplier invoices (or //File>Import Data>Sales>Service Sales// for customer invoices)
   * In the //Import File// window, make sure that the settings are //Tab-delimited//, //Data Record//, //Reject Them//, and //Card ID// respectively   * In the //Import File// window, make sure that the settings are //Tab-delimited//, //Data Record//, //Reject Them//, and //Card ID// respectively
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 ===== Understanding the MYOBPLOG.txt file ===== ===== Understanding the MYOBPLOG.txt file =====
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   * MYOB inserts an error (negative number) or warning code (positive number) at the start of each line, and adds an explanation of the codes at the bottom of the file   * MYOB inserts an error (negative number) or warning code (positive number) at the start of each line, and adds an explanation of the codes at the bottom of the file
   * You can most likely ignore warning messages   * You can most likely ignore warning messages
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 ===== Notes ===== ===== Notes =====
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   * mSupply will only export finalised customer or supplier invoices, and it will ignore stock transfers and inventory adjustments -> sometimes it may not export as many records as you might think.   * mSupply will only export finalised customer or supplier invoices, and it will ignore stock transfers and inventory adjustments -> sometimes it may not export as many records as you might think.
  
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   * The export format that mSupply uses is based on the current version of MYOB (version 12). If MYOB is upgraded, there is a good chance that the format will change -> importing to MYOB will no longer work until mSupply is updated to output the new format.   * The export format that mSupply uses is based on the current version of MYOB (version 12). If MYOB is upgraded, there is a good chance that the format will change -> importing to MYOB will no longer work until mSupply is updated to output the new format.
  
-// Previous: [[import_and_export:export_names|Exporting names]]     Next: [[import_and_export:export_records|Exporting records]]//+\\ 
 +\\ 
 +|  //  Previous:  **[[import_and_export:moneyworks]]** | | Next: **[[import_and_export:export_assets]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2017/07/03 21:05
  • by rozanna