MYOB (pronounced my-ob) is an Australian tax and accounting software company, that provides a range of products for both small and big businesses as browser-based, cloud-based, or physical installation-based software. An acronym for ‘Mind Your Own Business, MYOB was founded in 1991 and has grown to offer a wide variety of business-management services, although primarily focuses on accounting software.

Currently, coreplus is not integrated with MYOB, however, we do currently have a way that you can export your data from coreplus and import it into MYOB.

In this article we will discuss:

1. Exporting your invoices from coreplus

2. Importing your invoices into MYOB

1. Navigate to Dashboard

2. Scroll down to Reports > Financial > Invoice

3. Set the parameters of what you want, i.e Dates / Report / Client Groups.

4. Select YES for Breakdown By Service Type

5. Select YES for MYOB Export

6. It will now expand to include a section called "Include Previous Payments","Manage Exported Payments", MYOB Fields. Select YES or enter fields if relevant.

7. Select Generate to show the report

8. Select MYOB Export

9. It will now generate three fields Clients/ Invoices/ Payments

10. This will produce a text file that can be imported into MYOB

1. Navigate to MYOB AR

2. Go to the File menu > Import/Export Assistant.

3. In the Import and Export Assistant window, select Import data and click Next.

4. Select the type of data you want to import from the Import list.

5 Click Browse to locate and select the text file from your desktop.

6. Click Next.

7. Match the import fields with fields in the Available Fields column. To do this click the name of a field in the Import fields column. These are the names of the fields in your import file. Click the matching field in the Available fields column. These are the names of the fields in AccountRight that you can match the import fields.

8. The import field you selected appears in the Matched Import fields column. If all the fields in the import file match those in the Available fields column, including their order, click Match All.

9. If the fields in your import file are not in the same order, click Auto Match to match the fields that have the same names.

10. Click Next

11. Click Import

🛑 If you didn’t make a backup prior to starting the import process, click Back up in step 10 to make one.

🛑 If you get a warning or an error message indicating that the import was not successful, refer to the importlog which you can access from the Conclusion step of the assistant. It is more than likely the Account No in the text file presents as Account #, you will need to change this to Account No and try importing again. Any field marked with a * is mandatory so you will have to add them to the text file as well.

See similar articles regarding account payment:

📝 Applying a batch payment to a client's invoice

📝 Raising credits and refunds