MIGRATION: How to export Lists data from MYOB AccountEdge

Data RecData Rec Reckon Staff Posts: 816 ✭✭
edited February 17 in Reckon One

 EXPORT LISTS DATA FROM MYOB

1) From your MYOB software export the following Lists/Cards information as plain-text CSV (Comma Separated Volume) files


Important

- ensure that you export all columns/data fields by ticking “Match All” 

- ensure that the first record is a header type


How to export from MYOB


• Tax Code List > Non-Consolidated Codes

• Tax Code List > Consolidated Codes

• Accounts > Account Information

• Accounts > Budgets

• Items

• Jobs

• Departments

• Currencies

• Custom Lists

• Brands

• Tags

• Mileage Logs

• Activities

• Activity Slips

• Timesheets

• Spend Money

• Receive Money

• Inventory Adjustments

• Journal Entries

• Cards > Customer Cards

• Cards > Vendor Cards

• Cards > Employee Cards

• Cards > Personal Cards

• Reminder Logs

• Sales > Service Sales

• Sales > Professional Sales

• Sales > Item Sales

• Sales > Miscellaneous Sales

• Sales > Time Billing Sales

• Purchases > Service Purchases

• Purchases > Professional Purchases

• Purchases > Item Purchases

• Purchases > Miscellaneous Purchases



 

  




  

2) Locate your exported CSV files and provide it to us by clicking the link below 

Send us the export files.

Send us the export files.

MIGRATION: How to securely send a data file to the Reckon Migration Team

In the Short Note to Recipient field add the following:


Standard Conversion Request (MYOB Lists/Cards CSV)

Company Name: _______________________

Contact Name: _________________________

 

This will let us know that the file being submitted is assigned to your case and allow the conversion team to perform the analysis.

If you do not provide this information, it will result in delays processing your case.

Regards,

Reckon Data Recovery Team

You can request assistance via the case request web form below.

https://www.reckon.com/au/data-services-request/

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