Import invoices into MYOB

You can import invoices from text files or from Excel spreadsheets directly into MYOB using the Zed Axis software. 
 
  1. Download and install the Zed Axis software on your computer
  2. Open your MYOB company file as Administrator and open Zed Axis and click connect 
  3. Select your text file or spreadsheet which contains the invoices that you want to import.
  4. Set up the a Mapping of the columns in your invoice import file to the corresponding fields in MYOB, as shown below.
  5. Click Import and your invoices will be directly added to your MYOB company file.

For more information about importing invoices into MYOB, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support

The following fields are the principal fields when importing invoices into MYOB.
 

 

Field

 

 

Max

 

 

Description

 

 

CoLastName

 

 

50

 

 

A value must exist within this field if no value exists within the

 

CardID and RecordID fields.

 

 

FirstName

 

 

20

 

 

If a value exists in this field, the Designation of the Card is

 

Individual. When the card is Individual, the format of the

 

CoLastName field is 30xAN.

 

If no value exists in this field, the Designation of the Card is

 

Company. When the card is Company, the format of the

 

CoLastName field is 50xAN.

 

 

AddressLine1

 

 

255

 

 

 

 

 

AddressLine2

 

 

253

 

 

The maximum length of Address1AddressLine2 is reduced by any content existing within field Address1AddressLine1.

 

 

AddressLine3

 

 

251

 

 

The maximum length of Address1AddressLine3 is reduced by any content existing within fields Address1AddressLine1 and

 

Address1AddressLine2.

 

 

AddressLine4

 

 

249

 

 

The maximum length of Address1AddressLine4 is reduced by any content existing within fields Address1AddressLine1,

 

Address1AddressLine2 and Address1AddressLine3.

 

 

Inclusive

 

 

1

 

 

Any non-zero value indicates that the Sale Invoice is Tax Inclusive.

 

 

InvoiceNumber

 

 

8

 

 

 

 

 

SaleDate

 

 

11

 

 

 

 

 

CustomersNumber

 

 

20

 

 

 

 

 

ShipVia

 

 

20

 

 

 

 

 

ItemNumber

 

 

30

 

 

Entry in this field is mandatory.

 

 

DeliveryStatus

 

 

1

 

 

P= To be printed

 

E = To be emailed

 

B = To be printed and emailed

 

A = Already printed or sent

 

 

Quantity

 

 

8.3

 

 

Negative values are indicated as such by way of a leading negative

 

sign.

 

 

Description

 

 

255

 

 

 

 

 

ExTaxPrice

 

 

13.2

 

 

Currency formatting must not be applied.

 

 

IncTaxPrice

 

 

13.2

 

 

Currency formatting must not be applied.

 

 

Discount

 

 

3.2

 

 

Percent formatting must not be applied.

 

 

ExTaxTotal

 

 

13.2

 

 

Currency formatting must not be applied.

 

 

IncTaxTotal

 

 

13.2

 

 

Currency formatting must not be applied.

 

 

Job

 

 

15

 

 

 

 

 

Comment

 

 

255

 

 

 

 

 

Memo

 

 

255

 

 

 

 

 

SalespersonLastName

 

 

50

 

 

 

 

 

SalespersonFirstName

 

 

20

 

 

 

 

 

ShippingDate

 

 

11

 

 

Date format is controlled within the Regional Settings of the

 

operating system.

 

 

TaxCode

 

 

3

 

 

 

 

 

NonGSTLCTAmount

 

 

 

 

 

Currency formatting must not be applied.

 

 

GSTAmount

 

 

 

 

 

Currency formatting must not be applied.

 

 

FreightExTaxAmount

 

 

 

 

 

 

 

 

FreightIncTaxAmount

 

 

 

 

 

 

 

 

FreightTaxCode

 

 

 

 

 

 

 

CurrencyCode Text 3   The currency code as it appears in the currency list
ExchangeRate  6  The exchange rates against the home currency

 

PaymentIsDue

 

 

 

 

 

0 = C.O.D

 

1 = Prepaid

 

2 = In a Given # of Days

 

3 = On a Day of the Month

 

4 = # of Days after EOM

 

5 = Day of Month after EOM

 

 

DiscountDays

 

 

3

 

 

 

 

 

BalanceDueDays

 

 

3

 

 

 

 

 

PercentDiscount

 

 

2.2

 

 

Percent formatting must not be applied.

 

 

PercentMonthlyCharge

 

 

2.2

 

 

Percent formatting must not be applied.

 

 

ReferralSource

 

 

20

 

 

 

 

 

 

AmountPaid

 

 

 

13.2

 

 

 

Location

 

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