Import Fields column

This column displays all the fields that are designated for importing into MYOB AccountEdge. To include a field from this column into your company file, click the field's name in this column, then click the field name in the MYOB AccountEdge Fields column that matches the field you selected in this column. The name of the field you selected in this column will appear in the Matching Import Field column, and the field is ready to be imported.

To view charts that includes a detailed description and the character limits for each field that is designated for importing into AccountEdge, see Importing and exporting Topics List.

AccountEdge Fields column

This column displays the fields in MYOB AccountEdge that may match the type of information you've chosen to import. For example, if you chose to import accounts, all fields that pertain to accounts (such as Account Number, Account Name and Balance) appear in this column.

You must match the information you're importing with the appropriate MYOB AccountEdge fields. For example, if you're importing account information, you must designate which field in your import file contains account numbers, which field contains account names, which field contains account balances, and so on. To do this, click on the name of the field that contains the information you want to import in the Import Fields column (for example, Account #), then click the corresponding field name in the MYOB AccountEdge Fields list (for example, Account Number). The fields in the import file and in MYOB AccountEdge are then matched.

• Asterisk: If an asterisk (*) appears next to a field's name, you must import information that matches the type of information that's entered in that field. For example, if an asterisk appears next to the Account Number field name, you must import account number information in order to import information correctly.

• Caret: If an caret (^) appears next to the name of two fields, you must import information that matches the type of information that's entered in one or both of those fields. For example, if a caret appears next to Co./Last Name and Card ID field names, you must import information for one or both of the fields in order to import information correctly.

Matching Import Field

This column displays the import file's fields you've matched with corresponding MYOB AccountEdge fields.

To include a field from the Import Fields column into your company file, click the field's name, then click the field name in the MYOB AccountEdge Field column that matches the field you selected in this column. The name of the field will appear in the this column, and the field is ready to be imported.

Cancel button

Click this button to leave this window.

Unmatch All button

Click this button to remove all fields from Matching Import Field column. No fields in the import file will be selected for importing if you click this button.

Match All button

Click this button to enter all fields from the Import Fields column into the Matching Import Field column. All fields in the import file will be selected for importing if you click this button.

Import button

Click this button to begin the importing process. When the process is complete, a window will appear, reporting on the success of the process.

If errors occur during the importing process, you can view information about the errors in a report that's automatically created. This report, titled MYOB AccountEdge Import Log, is located on your computer in the same place as your MYOB AccountEdge company file. Use a text editor such as Notepad to open the file.