Exporting Invoices to MYOB
Steps to walk you through how to export your invoices from Indigo8 and import that directly into MYOB.
Before you can export your invoices, you will need to ensure that all of customer's have there appropriate account export identifier. This is what links up Indigo8 with MYOB. If this number is different in one system, then the invoices will fail to import.
Step-by-step guide
1. Exporting Invoices from Indigo8
Click one of the arrows on the centre bar and choose Accounts
2. Click the tab called EXPORT INVOICE TO ACCOUNTS.
Select the trading entity you wish to export and then select ORDER TYPE ALL INVOICES.
Under EXPORT FORMAT select MYOB.
Please note: MYOB requires that you import invoices per trading entity.
Under ORDER TYPE select what you wish to export. Normally ALL INVOICES is selected if this is your first time exporting your invoices. We break down the invoices based on POS, WEB, RETURNS as well.
3. You will need to open your chart of accounts in MYOB to ensure that the invoices will go into the correct sales account.
Enter your TAX CODE which can be found within your MYOB account
Ensure that you select "select where to pull from" is set to here. If you want your tax codes to be pulled elsewhere (for example, from the customer, division or sales order) please contact an Indigo8 Member to help you enter this in.
Enter your Sales Acct# which appears in MYOB. This is were all your invoices will go to.
Enter your Disc Acct# which is were all your discounts will go to. If you want them to go into the same place as per Sales Acc then ensure this number is the same.
Enter your Extras sales account # were all your extra items (such as freight on the invoice) will go to. Again, if you want them to go into the same place as per Sales Acc then ensure this number is the same.
4. Hit Save on the far right corner so that next time you want to export your invoices, you do not need to enter the sales account numbers again.
Please note, if your system has multiple trading entities you will need to enter the Sales Acct# per trading entity one by one.
5. Once all the fields are entered in, click SEARCH.
6. All of your appropriate invoices should appear in your search. Tick the very first checkbox on the left hand side to select all invoices to be exported.
Then on the bottom right corner click EXPORT SELECTED INVOICES
This will create a text file which you can save in any folder on your computer. Just be mindful of were you save this as we will be importing it below.
7. Importing invoices into MYOB
Once you have successfully exported your accounts information from Clearstream and you have a saved .txt file, you can import this data directly into your MYOB application by following the process outlined below.
Open your MYOB application and select – File / Import Data / Sales / Service Sales.
8. It is important to import the file using the import settings as shown below and press continue.
9. Select the file that you would have exported from the system
10. The next step is to match the Imported fields with the MYOB fields as shown here.
- Click on the imported item
- Then click on the corresponding item from the list of MYOB fields
- This will build the Import Field List as shown
If your import has been successful then you will receive a screen that looks something like shown here to verify this.
11. You can now view each imported invoice from the Sales Register in your MYOB application.
