Migrating from MYOB

If you're migrating from MYOB to Brightpearl you'll need to extract all your data and import it into Brightpearl. This will allow you to stop using MYOB and carry on using Brightpearl where you left off with MYOB.

Exporting your data from MYOB

What you will need to export:

  • Customers
  • Suppliers
  • Trial balance
  • Debtors report
  • Creditors report

How to export data from MYOB

Export customers

  1. Open MYOB and go to  File > Export Data > Cards > Customer Cards .
  2. Choose Comma-separated as the file format.
  3. Click Continue .
  4. Click Match All .
  5. Click Export .
  6. Call your file "CUST.csv" and save it somewhere you can find it later.

cardmap

Export suppliers

  1. Open MYOB and go to  File > Export Data > Cards > Supplier Cards .
  2. Choose Comma-separated as the file format.
  3. Click Continue .
  4. Click Match All .
  5. Click Export .
  6. Call your file "SUPPLIERS.txt" and save it somewhere you can find it later.

Export your trial balance

  1. Open MYOB and go to File > Export Data > Accounts > Account Information .
  2. Choose Comma-separated as the file format.
  3. Click Continue .
  4. Click Match All .
  5. Click Export .
  6. Call your file "ACCOUNTS.txt" and save it somewhere you can find it later.

Exporting from MYOB accounts

Export debtors - reconciliation detail

  1. Open MYOB and go to  Reports > Index to Reports .
  2. Select the Sales tab .
  3. Choose the Debtors - Reconciliation Detail report.
  4. Choose to Send To Comma-Separated Text File .
  5. Call you file "Reconciliation Detail - Debtors.txt" and save it somewhere you can find it later.

Exporting debtors from MYOB accounting

Export creditors - reconciliation detail

  1. Open MYOB and go to Reports > Index to Reports .
  2. Select the Purchases tab .
  3. Choose the Creditors - Reconciliation Detail report .
  4. Choose to Send To Comma-Separated Text File .
  5. Save the file "Reconciliation Detail - Creditors.txt" and save it somewhere you can find it later.

Import to Brightpearl

Now that you've got all the information you need from MYOB, you can import it into Brightpearl in the following order:

  1. Customers
  2. Suppliers
  3. Trial balance
  4. Debtors
  5. Creditors

Importing to Brightpearl

Each of the exported files will need to be formatted and then; separately imported to Brightpearl using the various import routines.

What can't be imported:

  • Historical transactions other than outstanding invoices.

When to switch from MYOB to Brightpearl

You don't have to switch accounting systems at the end of a financial year, or even a VAT quarter.

Once you have imported your accounting into Brightpearl you should immediately start using Brightpearl and stop using MYOB.

Important things to remember:

  • We don't import historical transactions (other than outstanding invoices)
  • Once you have started running transactions in Brightpearl, STOP entering into MYOB
  • The import matches Customers and Suppliers by the MYOB "Company name" - so don't change your card details before importing accounts.
  • Save files as CSV from your MYOB system.
 
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