Import from MYOB Account Right Live

Import from MYOB Account Right Live

The Cloud Import Tool doesn't have a taskbar icon, so if the application is hidden in the background, please use Alt-Tab to switch to the tool.

The CaseWare Desktop Import Tool now supports the ability to import from MYOB Account Right Live through the following steps.

1. Download the CaseWare Cloud Import Utility - Beta (.exe) from CaseWare Online Help. The information about the import is also available here.

2. Execute the Import tool and choose Other data source

3. Choose MYOB Account Right Live from the list. Click on Account Link to connect to your MYOB file

4. Select the location of your files

- Local machine: Use this option if the data files is located on your computer
- Network server: Use this option if the data files is hosted on your server. Note: you will need to make sure that the API has been installed on the server
- Cloud: Use this option if the data files is located on myob cloud

Click on Select Client to choose your file and then enter the file user name and password and click OK.

If you are importing from the Cloud you will need to go through the MYOB authentication

5. Set the financial year data to import, and whether you want to include the prior year data as well

6. Click Next and the tool will start extracting the information. Once it is completed the tool will ask you to save a zip file

7. Upload the Zip file to your CaseWare Cloud Analytics 

    • Related Articles

    • Importing data from MYOB AccountRight Live to IDEA

      There is no direct import from MYOB and MYOB AccountRight Live to IDEA.  The CaseWare Accounting Package import lets you import data from a wide selection of third-party accounting software directly through the Import Assistant. To accomplish this is ...
    • Importing from online accounting software

      We have begun to integrate Analytics with online accounting platforms, enabling you to upload data directly from these services without having to leave your browser or download the engagement files to your hard drive. These operations do not require ...
    • Guidance on MYOB provider Binding

      Below are the steps to export the CSV file from the MYOB system and import it into CaseWare cloud products. You can export the Trial balance and transactions from the MYOB account right software. To Export the Trial balance from MYOB: Login to your ...
    • Importing from desktop accounting software

      You can import to Analytics from a wide variety of desktop accounting packages. You can import client data for analysis from a number of desktop accounting suites. Downloading CaseWare Transformer First, you'll first need to download the CaseWare ...
    • Common import errors in CaseWare Cloud analytics

      Problem When you attempt to import your file, you receive a prompt that the file is invalid. Solution Analytics only accepts .csv files and valid Transformer .zip files. If your client data is in a file type Analytics does not currently support (such ...