You will then be prompted to open or save the file. All you need to do is open the export file and replace the contents with your data, ready for importing.įor more details, see Using an import template. Select the program type you have: Excel, OFX, Quicken, or QuickBooks, and select Export. For example, to create an import template for sales data, simply export sales data from AccountRight's sample company file. You can create an import template by exporting data from AccountRight's sample company file. QuickBooks Pro 2015, QuickBooks Premier 2015 and QuickBooks for Mac 2015 cater for small businesses that require an in-house solution. Go to Card File > Cards List > Synchronise Cards.įor more information, see Synchronising cards with Microsoft Outlook. QuickBooks 2015 provides small businesses and accountants with an intuitive, easy-to-use design that gives businesses access to a robust, open platform that grows with small businesses and works anytime, anywhere. S tatements must be in OFX, QFX, QIF or OFC format.įor more information, see Importing a bank statement. Hit NO if you get the Add/Edit Multiple List Entries window. Go to Banking > Reconcile Accounts > Get Statement. Open the File menu, choose Utilities then Import, and click Excel Files. Alternatively (or to bring bank transactions into AccountRight from before your bank feeds are set up), import a bank statement downloaded from your bank. Use bank feeds to automatically bring your bank transactions into AccountRight. Go to File > AccountantLink > Receive From Accountant > Accounts List.įor more information, see Importing an accounts list from MYOB Accountants Office. Ĭustomised forms (from AccountRight v19 or earlier)įor more information, see Upgrade task - migrating personalised forms.Īn accounts list (from MYOB Accountants Office) Customised forms (from another AccountRight 2011 or later company file)įor more information, see Sharing forms with other company files.
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