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 as an opening balances import.
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
- Opening balances posted from that CSV in Finance
What does not
- A live MYOB connection. Only the trial balance file moves across
- Payroll, inventory and MYOB-only reports
- Any file that is not a trial balance CSV
How to move 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
Questions about moving from MYOB
Can I connect my MYOB account instead?
Not yet. A live MYOB connection is not available, so your books move across with a trial balance CSV.
Do contacts, invoices and bills come across?
Not from a trial balance. It carries accounts and balances only. Contacts, invoices, bills, 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.
