Importing and exporting

To export data from AccountEdge

 

Note: This task requires single-user access. See, Single-user file locking for more information.

If you want to use AppleScript in the exporting process, see AppleScript scripts.

  1. Make a backup of your AccountEdge company file. (To make a backup)


  2. Choose Export Data from the File menu, and select the type of information you want to export from the Export Data sub-menu. The Export File window will appear.


  3. In the Export File Format field, select the file format you want to use for the export file. You can choose either the tab-delimited file format or the comma-separated file format.


  4. In the First Record Is field, select whether you want the first record in the export file to be a header record or a data record.


    Header records are usually used as titles in export files; for example, some header records in an export file of customers might be titled "Customer Name," "Address" and "Telephone Number."
    Data records are pieces of actual AccountEdge information.
  1. Depending on the type of information you're exporting, more fields will appear in the Export File window. After you've made your selections in the Export File window, click Continue. The Export Data window opens.


  2. In the Export Data window, choose the AccountEdge fields you want to export, and the order in which you want to export them. To do this, click on the first field you want to export in the MYOB AccountEdge Fields column. The title Field 1 will appear in the Export Order column next to the field you selected, and the field name will also appear at the top of the Export Fields column on the left side of the window.


    Follow this process for each field you want to export.
    Note:  Some fields must be exported for use with an MYOB product import
    If you want to remove a field's name from the Export Fields column, click on the field's name in the MYOB AccountEdge Fields column.
    If you want to export all the fields in the order they're shown in the MYOB AccountEdge Fields column, click the Match All button. If you want to clear all the selections in the Export Fields column, click the Unmatch All button.
  1. When you're finished selecting fields, click the Export button. A window appears, allowing you to name the export file that will be created, as well as assign a location to the file.


    Name your export file, select a location for it and click OK. The exporting process begins.

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