Getting statement data into MYOB
No MYOB file, no MYOB connection, and no plan to imply either. What LedgerBox gives you is a statement turned into clean rows with a column layout published in full, which is the part MYOB's importer cannot do for you.
What you can do today
No MYOB file
Export a CSV or Excel workbook. Map the LedgerBox columns in the MYOB import screen. A specific MYOB file is planned.
The layouts you would be mapping
LedgerBox does not create a MYOB file or connect to MYOB. Use the available export method shown here.
Getting data into MYOB today
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Convert the statement in LedgerBox
Upload the PDF, let the balances reconcile, and review anything flagged before you export.
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Download a CSV or an Excel workbook
Date, description, debit, credit, balance, one row per transaction, in a layout we publish rather than describe vaguely.
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Import it in MYOB and map the columns
The mapping happens in MYOB's own import screen and is set up once per bank account.
Import notes
Review the available spreadsheet option and the planned format checks.
Import column mapping
MYOB defines its accepted columns. LedgerBox publishes its own export layouts. Complete the final mapping in MYOB.
Manual import
LedgerBox does not connect to MYOB. Download the export file and import it in MYOB.
Planned format checks
LedgerBox will add the format after it can create and import the file in MYOB. The transactions must import with the correct values.
MYOB FAQ
Does LedgerBox integrate with MYOB?
No. QuickBooks Online is the only posting integration LedgerBox has. There is no MYOB connection and no MYOB export file, and getting rows in today means exporting a spreadsheet and importing it there.
Which columns should I map in MYOB?
Ours are fixed and published: date, description, debit, credit, balance. Which of them MYOB wants is MYOB's to define, and we would rather point you at its importer than print a mapping we have not verified.
Is an MYOB export planned?
Yes, and it is not here yet. It ships once the file can be generated, imported into MYOB, and checked, which is the bar every format on the planned list has to clear.
Clean rows first, then import them anywhere.
Upload a document and download the export in under a minute. No card required.
Read next
- CSV LedgerBox CSV, Line items CSV, Table CSV, Rows CSV, Summary CSV, and Realized gains CSV Ships today
- Excel Excel workbook Ships today
- Xero No file yet Planned
Available and planned export formats. See all thirteen, grouped