MYOB V19 – Importing Data In 5 Steps
The very first step users often have to undertake before continuing forward, would be to set up their MYOB software by not only installation and activation but also by transferring relevant information. If you have prior important data that can be imported into MYOB V19 instead of manually creating it again, you can do so with ease. Here’s how to import your data into MYOB V19:
- Access and Import
Access your data files on MYOB V19 by choosing the File tab and selecting Import Data. This will lead you to several other options that you can pick out depending on the nature of your data files. For example: If you are looking to import useful receipts, then you can select the General Journal Entries. But if you are looking to import something else like Invoices, then the best possible selection there would be under Sales. You will then be prompted further to choose what type of sales it is. Make your selection as closely related to your data as possible.
MYOB V19 will then prompt you for further clarification by coming up with a dialog box where you are required to fill in the relevant fields with information. You will have to choose your data file format, reference your first record type, customise what format you want customer identification to be done in, and decide between whether you want duplicates or not. However, duplicates are generally ill advised unless absolutely necessary to keep a tidy space as well as reduce unnecessary information.
Locate your data files. By default, MYOB V19 will begin a document search in your computer’s C: drive. So if you do not have your files saved in that particular location, it is recommended that you prepare and store them in a safe and secure area for importing. Once you have located the necessary data files, you can choose to open them in MYOB V19.
- Import and match
At this stage, you will be shown a window with your data and the customised information fields you have created. Make sure they are all aligned to the right data fields so as to minimise confusion and difficulties. Once you are sure that they are all fine, you can select the Match All option. After doing so, you may import the data into MYOB V19.
Check to make sure that your data importing is successful with no errors. In the event that there are errors occurring during the process of importing data into MYOB V19, you will be informed of the errors through an import error log, which can be found MYOBLOG.txt where your database is so make sure you don’t see it to ensure the process is a success.