MYOB Accounting

2. Enter the search criteria in the Search Order form. Fill appropriate values for Order ID, email of the customer who placed the order, order status and the period of time within which those orders were placed by the customer.

Click on 'Export customer cards' button to export customer cards for the found orders and save the resulting CSV file.

In MYOB: To import the exported customer cards, from the file menu select Import Data ---> Cards ---> Customer Cards. Then select Tab-delimited as an Input File Format, Header Records as a First Record and click on continue. Select the export file and match the Import Fields with the MYOB Matching Import Fields. Then select 'Import'. MYOB will confirm the data that has been imported.

To find the exported customer cards, click on 'Cards List' in the Card File Command Center and select the 'All Cards' tab.

Before you can import transactions into MYOB you must set up an Income Account Number to which the total value of the imported transactions is allocated. Must be valid, preexisting MYOB account number, 5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits (for example, 1-1234). Please refer to your MYOB manual for further assistance.

Click on 'Export sales transaction' button below to export the found orders and save the resulting CSV file.

In MYOB: To import the exported transactions, select Import Data --> Sales --> Miscellaneous Sales from the file menu. Then select 'Tab-delimited' as the input file format, 'Header Records' as a first record and click 'Continue'. Select the export file and match the import fields with the MYOB matching import fields. Then select 'Import'. MYOB will confirm the data that has been imported.

There are several ways to find exported transactions in MYOB Accounting 2005. For example, click on 'Find Transactions' in any command center, select the 'Invoice' tab, then select 'All Invoices' in the 'Search By'. The list of exported item sale transactions will appear. Please refer to your MYOB manual for further assistance on finding transactions.

Before you can import received payments into MYOB you must set up a Deposit Account to which the total value of the received payments is allocated. Must be valid, preexisting MYOB account number. 5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits (for example, 1-1234). Please refer to your MYOB manual for further assistance.

Click the 'Export received payments' button below to export the resulting CSV file.

In MYOB: To import the received payments, from the file menu select Import Data ---> Receipts ---> Receive Payments. Then select 'Tab-delimited' as the input file format, 'Header Records' as a first record and click 'Continue'. Select the export file and match the import fields with the MYOB matching import fields. Then select 'Import'. MYOB will confirm the data that has been imported.

After you successfully pass all export steps you will be able to manage the exported orders.

During the importing process, the Import Log report is created. This report (titled pluslog.txt) lists information about any problems that occurred during the importing process, as well as information about rejected duplicate records. This report is created as a text file, and can be opened in a text editor like Notepad. It is located in the same place as your company file. The errors and warnings that occurred during the import process are listed at the bottom of the report and correspond to the number in front of each record.

Each time you import, a new Import Log report (titled pluslog.txt) is created, using the same name. If an Import Log report already exists when you create another one, the existing report will be removed.