Import GL Codes from MYOB Desktop
In MYOB
1 - File > Export Data
2 - Choose Accounts from the drop-down list, then Account Information.
3 - Choose the most up to date period from the options presented, then click Next
4 - Choose to separate the data using Tabs, and also tick the Include field headers in the file, then click Next
5 - From the options list on the left hand side highlight Account Number and click Add. Do the same for Account Name. They will now be on the right hand side. Then click Export
6 - Save the downloaded file as GLCodes.csv
In Lightyear
Click set-up beside Account Codes on the Admin tab
Choose File and attach the GLCodes.txt you previously saved. Click upload
When asked if the upload file has a Header row, click Yes or No accordingly.
Your Account Codes have now been uploaded into Lightyear.
What if I add new Account Codes in MYOB?
If you add new Account Codes in MYOB you can repeat this process. This means the list you upload will include the existing ones and the new ones. This way the new Account Codes will be added. The import routine will not create duplicates.
Alternatively you can add a Account Code manually in Lightyear and then manually create the Account Code in MYOB to match. If you are doing this please be VERY careful to ensure that the Account Code you create in Lightyear and the one your create in MYOB match exactly. We recommend you copy & paste from one screen to another
Header Codes
To complete the import of Account Codes you should uncheck any Account Codes in Lightyear that are Header Codes in MYOB because when you import to MYOB you cannot post to a header code. This saves any hassles later.
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