Saasu supports import your chart of accounts from:

• Spreadsheets (CSV)
• Most MYOB software(AU, NZ)

All options above are comma-separated value (CSV) files. A header record must always be present in the first row. As long as the required headers for each format are provided, Saasu will be able to import them into your File. Optional headers can be omitted from the CSV file. The ordering of the columns does not really matter.

Note: We encourage you to stick with default column ordering if you are importing from MYOB.

Once you click the Import button, Saasu will attempt to import ALL records to your File directly. You cannot undo this once they are imported to your File without deleting the file and starting again. Always ensure you are importing the right records. If you need to delete the records after importing, you will need to delete them one by one.

Importing from spreadsheet (CSV)

Required headers

• Type (Income, Expense, Asset, Equity, Loan, Other Income, Other Expense, Cost of Sales)
• Name

Optional headers

• Is Active (Yes, No)

Importing from MYOB

Follow the following steps to to export your Chart of Accounts out of your MYOB software:

1. Open your MYOB data file.
2. Click “File > Export Data > Accounts”. The “Export File” dialog will be shown.
3. On the “Export File Format” field, select “Comma-separated”.
4. On the “First Record is” field, select “Header Record”.
5. Ignore “Balance from” option. It will not be used in importing.
6. Click “Continue”. “Export Data” dialog will be shown.
7. Click “Match All” to export all fields.
8. Click “Export” to save the accounts as a file on your computer.

Notes:

MYOB supports header accounts. On the exported file, each header account will have the value “H” in the Header column. Saasu does not support header accounts, all header accounts exported from MYOB will be skipped during the import.

Older versions of MYOB such as version 13, have a column called “Cheque Privileges”. Newer versions, such as version 15, do not have this column. Instead, there is a column called “Account Type”. When “Cheque Privileges” value is “C” or “Account Type” is “Bank”, Saasu will import the record as a Bank Account. Otherwise, the record will be treated as a Account.