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Importing data

You can import data such as a list of customers and suppliers (your cards list), items you stock and a list of your accounts. The way you import is the same for all data types, you use the Import/Export Assistant and choose the type of data you want to import.

If you're importing from another MYOB company file or software such as Microsoft Excel, you'll need to export the data you want from the program you’ve used to create the data and save it in a tab-delimited or comma-separated text file.

Need help moving to AccountRight from a different program?Check out our Product Migration Services (Australia | New Zealand).

For the import to work successfully, the data you import needs to meet the import rules and formats required for each field. 

What can I import?

To find out what can be imported, open the Import/Export Assistant (go to the File menu > Import/Export Assistant > Import data > Next). Click the dropdown arrow next to the Import field to see the list.

Other things you can import

There are some things you can import into AccountRight without using the Import/Export Assistant.

To import

Do this

customised forms (from another AccountRight 2011 or later company file)

Go to Setup > Import Customised Forms.

For more information, see Sharing forms with other company files.

customised forms (from AccountRight v19 or earlier)

Go to File > Migrate Custom Forms.

For more information, see Upgrade task - migrating personalised forms.

an accounts list (from MYOB Accountants Office)

Go to File > AccountantLink > Receive From Accountant > Accounts List.

For more information, see Importing an accounts list from MYOB Accountants Office.

bank transactions

Use bank feeds to automatically bring your bank transactions into AccountRight. Alternatively (or to bring bank transactions into AccountRight from before your bank feeds are set up), import a bank statement downloaded from your bank.

Go to Banking > Reconcile Accounts > Get Statement. Statements must be in OFX, QFX, QIF or OFC format.

For more information, see Importing a bank statement.

contacts from Microsoft Outlook

Go to Card File > Cards List > Synchronise Cards.

For more information, see Synchronising cards with Microsoft Outlook.

Using an import template

You can create an import template by exporting data from AccountRight's sample company file. For example, to create an import template for sales data, simply export sales data from AccountRight's sample company file. The export file becomes your template. All you need to do is open the export file and replace the contents with your data, ready for importing.

For more details, see Using an import template.