Export kms client settings to text file11/9/2022 ![]() For more information about setting up access to your online company file, see Set up user access. For example, your accountant can access your company file and view journal entries without you having to export them. If you store your company file online, you can share your data with any user you've set up to access your online company file. For more information, see Provide information to your accountant. This file can be sent by email or saved to disk. If your accountant uses MYOB Accountants Office, you can export financial information (including your accounts list, journal entries, BAS information, sales and purchases) directly to MYOB Accountants Office as a tab-separated text file. For more information, see Sharing forms with other company files. You can export customised forms from one company file to another. You can choose either comma-separated or tab-separated format. Required fields depend on the type of data you're transferring and are indicated with a caret ^ or asterisks * in the export window. Note that there are some fields that must be exported so that your data can be matched to records in your import file. Once exported, open the other company file and import the data. ![]() You'll need to export each type of data separately (for example, your accounts list and then your customer list). The procedure below explains how to export data. You can export data such as an accounts list or customer list to import into another AccountRight company file. T he default roles that give access to the Import/Export Assistant are Administrator and Accountant/Bookkeeper. You need to have been assigned a role that enables you to import or export data. ![]() Comma-separated files are often used by popular database programs. For example, if a comma appears between Brewster and 300 Roundhill Drive in a file of customer information, the file counts Brewster and 300 Roundhill Drive as two separate fields in a record. These files contain records that are separated by commas. Tab-separated files are a common export format in spreadsheet programs. For example, if a tab character appears between Brewster and 300 Roundhill Drive in a file of customer information, the file counts Brewster and 300 Roundhill Drive as two separate fields in a record. These files contain fields that are separated by tab characters. ![]()
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