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Exporting data

You can take data entered in your company file and use it in other software (like Excel) or in other company files. This process is called exporting data. The following video explains how it works.

Want to know what you can export? See this list.

Take a look at this quick overview:

Export file type

Your company file data can be exported as either a tab-separated text file or a comma-separated text file. You can open files in both formats in most common spreadsheet programs, including Excel.

Tab-separated files

These files contain fields that are separated by tab characters. For example, if a tab character appears between Brewster and 300 Roundhill Drive in a file of customer information, the file counts Brewster and 300 Roundhill Drive as two separate fields in a record. Tab-separated files are a common export format in spreadsheet programs.

Comma-separated files

These files contain records that are separated by commas. For example, if a comma appears between Brewster and 300 Roundhill Drive in a file of customer information, the file counts Brewster and 300 Roundhill Drive as two separate fields in a record. Comma-separated files are often used by popular database programs.

Who can export data?

You need to have been assigned a role that enables you to import or export data. The default roles that give access to the Import/Export Assistant are Administrator and Accountant/Bookkeeper. Learn more about the default user roles.

Exporting to another company file

You can export data such as an accounts list or customer list to import into another AccountRight company file. The procedure below explains how to export data. You'll need to export each type of data separately (for example, your accounts list and then your customer list). Once exported, open the other company file and import the data.

Note that there are some fields that must be exported so that your data can be matched to records in your import file. Required fields depend on the type of data you're transferring and are indicated with a caret ^ or asterisks * in the export window. You can choose either comma-separated or tab-separated format.

Exporting customised forms

You can export customised forms from one company file to another. For more information, see Sharing forms with other company files.

Exporting to Accountants Office

If your accountant uses MYOB Accountants Office, you can export financial information (including your accounts list, journal entries, BAS information [Australia only], sales and purchases) directly to MYOB Accountants Office as a tab-separated text file. This file can be sent by email or saved to disk. For more information, see Provide information to your accountant.

If you store your company file online, you can share your data with any user you've set up to access your online company file. For example, your accountant can access your company file and view journal entries without you having to export them. For more information about setting up access to your online company file, see Set up user access.

Exporting reports

When you run a report, you can export it in a number of different formats, including PDF, Excel and CSV. This lets you customise, analyse, and display the data however you like. Learn all about Exporting reports.