Online Test Banks
Score higher
See Online Test Banks
eLearning
Learning anything is easy
Browse Online Courses
Mobile Apps
Learning on the go
Explore Mobile Apps
Dummies Store
Shop for books and more
Start Shopping

A Collection of Images from Converting to Xero from MYOB In A Day For Dummies

The figures in this gallery are from Converting to Xero from MYOB In A Day For Dummies and illustrate different concepts related to Xero and MYOB. The images appear in the order that they appear in the book.

1

Export your chart of accounts from MYOB

To export your chart of accounts from MYOB, start with the Export File window for the chart of accounts.

2

Customise your data for export

Select the criteria you need and click the grey Continue button and the Export Data window for the chart of accounts opens.

3

Export your customer contacts from MYOB

To export your customer contacts file from MYOB, start with the Export File window for customers.

4

Customise your data for export

Select the criteria and click the grey Continue button to see the Export Data window for customer contacts.

5

Export your inventory details from MYOB

To export your inventory details from MYOB, start with the Export File window for items.

6

Customise your data for export

Select the criteria you need, click the grey Continue button and the Export Data window for items will open.

7

Export your sales from MYOB

To export the accounts receivable report details from MYOB, start with the window called Report Customisation — All Sales, with the Advanced Filters tab showing.

8

Customise the export fields

In the Report Fields tab you can unselect all fields and select those you need to customise the data for exporting.

9

Choose the customer

On the Finishing tab, select the customer name in the Sort By field.

10

Export your bills from MYOB

To export the accounts payable report details from MYOB, start with the window called Report Customisation — All Purchases, with the Advanced Filters tab showing.

11

Customise the export fields

In the Report Fields tab you can unselect all fields and select those you need to customise data for exporting.

12

Choose the supplier

On the Finishing tab, select the supplier name in the Sort By field.

13

Export your bank transactions from MYOB

To export your bank transactions report detail from MYOB, start with the Report Customisation — Bank Register window, with the Advanced Filters tab showing.

14

Customise the export fields

In the Report Fields tab you can unselect all fields and select those you need to customise data for exporting.

15

Open a text file in Excel

Open Microsoft Excel and search in your file directory of saved files.

16

The Text Import Wizard — step 1 of 3

Select the file you’re after and click Open for the Text Import Wizard (Step 1 of 3) window to open.

17

The Text Import Wizard — Step 2 of 3

Click Next and the Text Import Wizard (Step 2 of 3) window opens where you check the box named Comma.

18

Resize columns in Excel

Hover over the column border and double click the double-sided arrow to resize your column width.

19

Combine data into one cell

For example, combine the Deposit and Withdrawal columns by entering a formula in the Amount column to subtract Withdrawals from Deposits.

20

Calculate the GST Exclusive Amount

Insert a column beside the Inclusive Amount column and use the formula ‘Inclusive Amount/(GST+100)%’.

21

Merge data into one cell

Merge the data from the first (non-header) row in the First Name and Co./Last Name columns by entering formula ‘=B2&” “&A2’.

22

Identify if GST hasn’t been applied

Insert a column beside the Original Amount and Tax Amount columns and insert a formula that equates to ‘(Original Amount/consumer tax rate - Tax Amount)’.

23

Import your chart of accounts into Xero

To import your chart of accounts into Xero, start with the Import Your Chart of Accounts window.

24

Import bank transactions into Xero

Once you click the green Import button (after selecting the required file), the Statement Import Options window opens.

25

Check your conversion balances

Starting with Settings on the menu bar, you can access the Conversion Balances dashboard by following a few steps.

   
blog comments powered by Disqus
Advertisement

Inside Dummies.com

Dummies.com Sweepstakes

Win $500. Easy.