Migrate from MYOB to Automo
Drop a trial balance CSV exported from MYOB. Automo reads accounts and balances on your device. After sign-up the file opens in Finance. To sync the live company, connect your MYOB account after sign-up.
What moves across
- A trial balance CSV you export from MYOB: account names, codes, and debit and credit balances
- The account list the preview shows before you create an account
- After sign-up, a MYOB connection can sync chart of accounts, contacts, invoices, bills and bank accounts
- Opening balances posted from that CSV in Finance
What does not
- A MYOB login on this page. You connect your account after sign-up
- Payroll, inventory and MYOB-only reports
- Any file that is not a trial balance CSV
Export from MYOB
- In MYOB open Reports, then Trial Balance, then export as CSV
- Drop that CSV on this page. It is read on your device. Nothing is uploaded yet
- Create a free Automo account. The file opens in Finance as an opening balances import
- To sync the live company, connect your MYOB account after sign-up
Questions about moving from MYOB
Do I connect MYOB on this page?
No. Drop a trial balance CSV here. Connect your MYOB account after sign-up to sync the live company.
What does the connector sync?
Chart of accounts, contacts, invoices, bills and bank accounts. Payroll and inventory stay in MYOB.
Is the CSV uploaded?
Not before you create an account. Accounts and balances are read in your browser.
Where does the file land after sign-up?
In Finance as an opening balances import. If Finance is not one of the apps on your workspace, you will be asked to turn it on.
