Export file options

When you export information from MYOB BusinessBasics you can export in a tab-delimited or comma-separated file format. These formats are described below:

• Tab-delimited files contain fields that are separated by tab characters. For example, if a tab character appears between Brewster and 300 Roundhill Drive in a file of customer names, the file counts Brewster and 300 Roundhill Drive as two separate fields in a record. Tab-delimited files are often used by popular spreadsheet and worksheet programs.

• Comma-separated files contain records that are separated by commas. For example, if a comma appears between Brewster and 300 Roundhill Drive in a file of customer names, the file counts Brewster and 300 Roundhill Drive as two separate fields in a record. Comma-separated files are often used by popular database programs.

If you're exporting the data from BusinessBasics for use in another software program, use the format that is accepted by that program. (If you're not sure which format is accepted, check the documentation that came with the software program.)

If you're exporting data for use in another MYOB software company file, you can choose either one, since we accept either file format. (To make the process easy, comma-separated is automatically selected in BusinessBasics, just leave it as it is. Comma-separated is also automatically selected during the import process.)

These selections may also appear in the Export File window, depending on the type of information you are exporting:

• If you're exporting accounts, select to export account balances from the current or previous fiscal year, then select the period whose ending balances you want to export.
• If you're exporting customer, vendor, employee or personal cards, you can restrict the people whose records you export by entering ZIP codes.

If you enter a partial ZIP code in the ZIP field, the people whose records you export will be those whose ZIP code match the numbers you entered.

• If you're exporting transaction journal entries, choose the journal you want to export from. You can also select a time period to restrict the journal entries to export.

If you're exporting transactions from the Receipts journal, you can even choose which type of receipt you wish to export -- Receive Money, Customer Payments or All.

If you're exporting transactions from the Disbursements journal, you can also choose which type of disbursement you wish to export -- Spend Money, Customer Refunds or All.

• If you're exporting sales, you can select a time period to restrict the sales to export. Additionally, you can choose the layout of sales (service, item, professional or miscellaneous) you want to export and the status of sales (invoice or quote).

Step by step
To export data from BusinessBasics