Exporting Accounts Data from MYOB

This document will help you extract the data from MYOB. To learn how to import the data see the Importing Accounts & Balances document.

Brightpearl can import CSV files from your MYOB system, so you can start trading in Brightpearl with minimum hassle.

Important things to remember:

• We don't import historical transactions (other than outstanding invoices)
• Once you have started running transactions in Brightpearl, STOP entering into MYOB
• You don't have to switch accounts systems at the end of a year, or even a VAT quarter
• Import your customers and suppliers before importing the accounting information.
• The import matches Customers and Suppliers by the MYOB "Company name" - so don't change your card details before importing accounts.
• Save files as CSV from your MYOB system.

First up, prepare your files:

Exporting Customers

Open MYOB and visit File » Export Data » Cards » Customer Cards Choose Comma-separated as the file format Click "Continue" Click "Match All" Click "Export" Call your file CUST.csv and save it somewhere that you can find it later (it needs to be a CSV file)

Exporting Suppliers

1. Open MYOB and visit File » Export Data » Cards » Supplier Cards
2. Choose Comma-separated as the file format
3. Click "Continue"
4. Click "Match All"
5. Click "Export"
6. Call your file SUPPLIERS.txt and save it somewhere that you can find it later.

Exporting your Chart of Accounts (Trial Balance)

Open MYOB and visit File » Export Data » Accounts » Account Information Choose Comma-separated as the file format Click "Continue" Click "Match All" Click "Export" Call your file ACCOUNTS.txt and save it somewhere that you can find it later.

Exporting Debtors - Reconciliation Detail

Open MYOB and visit Reports » Index to Reports Click the Sales tab Choose the Debtors - Reconciliation Detail report Choose to Send To Comma-Separated Text File Save the file "Reconciliation Detail (Debtors).txt" in a safe place

Exporting Creditors - Reconciliation Detail

1. Open MYOB and visit Reports » Index to Reports
2. Click the Purchases tab
3. Choose the Creditors - Reconciliation Detail report
4. Choose to Send To Comma-Separated Text File
5. Save the file "Reconciliation Detail (Creditors).txt" in a safe place

Importing the Data to Brightpearl

Learn about importing