Accountants routinely ask their clients to provide their financial information in an electronic format that can be loaded into the accountants' software applications. This makes it easier for them to examine and analyze the clients' records. After examining and analyzing these records, the accountant may make adjustments that need to be entered into MYOB AccountEdge.
If your accountant requests an electronic copy of your accounting records, you can use MYOB AccountEdge to create a comma-separated text file that can be read by CaseWare, a client write-up software package that is popular among accountants. (Exporting data from MYOB AccountEdge)
The file that is created through the export process contains your company information, detail account information and any journal entries you wish to export.
If your accountant makes adjusting journal entries that you must enter in your AccountEdge company file, you can also use AccountEdge to import an electronic copy of the journal entries from your accountant. All transactions will be imported as General Journal entries.
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