How to convert data from MYOB to QuickBooks - Step 4 - Lists

Supplier List

 

QuickBooks

MYOB

Name

Co./Last Name

Opening Balance

 

Opening Balance As Of

 

Company Name

Co./Last Name

Salutation

Salutation

First Name

First Name

Middle Initial

 

Last Name

Contact Name

Address 1

Addr1 – Line 1

Address 2

Addr1

Address 3

Addr1

Address 4

Addr1

Address 5

Addr1

Contact

Contact Name

Phone

Phone #1

Fax

Fax #

Alternate Phone

Phone #2

Alternate Contact

Addr 2 Contact Name

Email

Email

Print on Cheque As

 

Account Number

Card ID

Supplier Type

 

Terms

Terms – Payment is Due

Credit Limit

Credit Limit

Business Number

Tax ID No

Is Inactive

 

Note

Comment

 

Match the Terms list

 

Employee List

You will need to use the Employee List template in an IIF format as there is no supported interface in QuickBooks excel list import functionality.  You can download a copy of this template from the Zed-Systems website

 

QuickBooks

MYOB

Name

Co./Last Name

REFNUM

 

INIT

 

ADDR1

Address 1

ADDR2

 

ADDR3

 

ADDR4

 

ADDR5

 

CITY

City

STATE

State

POSTCODE

Postcode

NINUM

 

EMPNUM

CARD ID

DOB

 

SEX

 

JOINED

 

LEFT

 

DECEASED

 

PHONE1

Phone #1

PHONE2

Phone #2

EMAIL

Email

NOTEPAD

 

FIRSTNAME

First Name

MIDINIT

 

LASTNAME

Last Name

SALUTATION

 

CUSTFLD1

 

CUSTFLD2

 

CUSTFLD3

 

CUSTFLD4

 

HIDDEN

 

Bank Details these will need to be re-keyed
TFN these will need to be re-keyed      

Item List

You will need to re-classify the MYOB items types to the corresponding QuickBooks Item types within ExcelThe assumptions we suggest are:
  • If MYOB “I Inventory This Item” then QB “Stock Part”
  • If MYOB “Buy” but not Inventory then QB “Non-Stock Part”
  • ALL ELSE QB “Service”
Need to turn on Account numbers for the import
 

 

 

 

 

 

 

QuickBooks

 

 

MYOB

 

 

Type

 

 

Inventory

 

 

Name

 

 

Item Number

 

 

Is Reimbursable Charg

 

 

 

 

 

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