-- How Do I? --
Importing from MYOB AccountRight Live
Working Papers can import the trial balance and full general ledger detail or the trial balance with opening entries.
Requirements
- Use the export module in MYOB to create an export file. >>How Do I?
| File | Containing... |
|---|---|
| filename.txt | Trial balance and/or general ledger detail depending on export selections. |
The default name is CaseWare.txt.
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
-
Open the client file in which you want to import.
-
On the Engagement tab, in the Data group, click Import | Accounting Software.
- From the Import From field, select MYOB AccountRight Live.
-
From the Version field, select the version that you want to import.
Note: Once you select the version, the Import Path field will be disabled as this field is not required.
-
Under Import Components, choose to import either:
- The Trial Balance (Opening Entries) or,
- The General Ledger Detail.
-
To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- Complete the remaining fields of the dialog. >>Quick Reference
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
