Importing accounts from MYOB

Importing your accounts from MYOB

Brightpearl can import CSV files from your MOYB system, so you can start trading in Brightpearl with minimum hassle

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
You don't have to switch accounts systems at the end of a year, or even a VAT quarter
Import your customers and suppliers before importing the accounting information.
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.

First up, prepare your files:

Exporting Customers

Open MYOB and visit File » Export Data » Cards » Customer Cards
Choose Comma-separated as the file format
Click "Continue"
Click "Match All"
Click "Export"
Call your file CUST.txt and save it somewhere that you can find it later.

Exporting Suppliers

Open MYOB and visit File » Export Data » Cards » Supplier Cards
Choose Comma-separated as the file format
Click "Continue"
Click "Match All"
Click "Export"
Call your file SUPPLIERS.txt and save it somewhere that you can find it later.

Exporting your Chart of Accounts (Trial Balance)

Open MYOB and visit File » Export Data » Accounts » Account Information
Choose Comma-separated as the file format
Click "Continue"
Click "Match All"
Click "Export"
Call your file ACCOUNTS.txt and save it somewhere that you can find it later.

Exporting Debtors - Reconciliation Detail

Open MYOB and visit Reports » Index to Reports
Click the Sales tab
Choose the Debtors - Reconciliation Detail report
Choose to Send To Comma-Separated Text File
Save the file "Reconciliation Detail (Debtors).txt" in a safe place

Exporting Creditors - Reconciliation Detail

Open MYOB and visit Reports » Index to Reports
Click the Purchases tab
Choose the Creditors - Reconciliation Detail report
Choose to Send To Comma-Separated Text File
Save the file "Reconciliation Detail (Creditors).txt" in a safe place

Importing and MYOB chart of accounts into Brightpearl

Now that you've got all the information you need from MYOB, you can just drop the files into Brightpearl.

Setting up the Opening Trial Balance and Chart of Accounts

Visit Home » Welcome page
Click to upload your Chart of Accounts from MYOB
Brwose for your file called "ACCOUNTS.txt"
Choose to "Delete and rebuild Chart of Accounts..."
Choose to "Import balances..."
Enter a starting invoice number if you like
Import the file!

This will bring all balances into Brightpearl, and set up the Chart of Accounts to match that in MYOB. Note that Brightpearl will transfer the Sales Ledger Control onto 9997 Debtors opening balance, and Purchase Ledger Control onto 9998 Creditors opening balance, in preparation for the next steps. Brightpearl will let you map your MYOB codes onto the Brightpearl codes, and hide the Brightpearl codes, to make the Brightpearl environment more familiar.

For example, the MYOB code "41110 - Retail Sales" will become "4-1110 Retail Sales" within Brightpearl.

Brightpearl has a flat chart of accounts so the MYOB header accounts will be imported, but inactive.

Importing Customer and Supplier cards from MYOB

The CUST.txt and SUPPLIERS.txt files contain all the contact, address and telephone details from MYOB. We'll import these so we have something to match against when we import the customer and supplier balances.

Visit Home » Welcome page
Click to import Customers & Clients from MYOB
Browse for your "CUST.txt" file
It's a good idea to tag your imported contacts at this point
Import the file!

Do the same with suppliers.

Importing Debtors and Creditors (Customer and Supplier balances)

Brightpearl can read your MYOB export files and import every outstanding invoice as a separate entry - so that when you receive or pay money you can allocate it against the correct balance, and it means that you keep the same invoice references.