Importing from MYOB (Direct)
Requirements
- ODBC Engine and Driver
Note: For the import to work correctly you must run Working Papers as an administrator if you are working on Windows Vista or Windows 7.
The MYOB files required include:
| File | Containing... |
|---|---|
| filename.MYO | Client information |
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.
- In the Import From field, select MYOB (Direct) and in the Version field, select the default version Premier 10.x.x Australia.
-
In the Import Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
-
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
The MYOB (Direct) file will be imported and available in the Working Papers client file.
