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Moving to Yamate › MYOB

How to export your data from MYOB

What to click in MYOB, which files you get, and what can’t come across. Checked 6 October 2026.

Before you start: You need the Administrator or Accountant/Bookkeeper role.

Customer cards

  1. Go to File → Import/Export Assistant.
  2. Choose Export data, then Next.
  3. Pick Customer cards from the Export list, then Next.
  4. Choose comma-separated, keep the header row, then Next.
  5. Click Add All so every field comes across, then Export and save the file.

Sales

  1. Same steps, picking Sales (service and item sales, one file each).
  2. MYOB puts a blank row between sales — Yamate reads that.

Payments received

  1. Same steps, picking Receive payments.

Purchases

  1. Same steps, picking Purchases. Keep the word purchases in the file name.

Supplier cards

  1. Same steps, picking Supplier cards.

Items

  1. Same steps, picking Items.

Accounts list

  1. Same steps, picking Accounts list.

These are the AccountRight steps. If you use MYOB Business in a web browser, the menu is different.

What can’t come across

  • Attachments
  • Payroll history (it belongs to the software that reported it)

Then bring it into Yamate

  1. Open Yamate and go to Settings → Your data → Import data. New accounts are asked once, after the welcome.
  2. Drop all the files in at once — CSV, Excel or ZIP. They are read on your phone or computer.
  3. Check the tick-list. Owed invoices stay owed, paid ones count as paid, and nothing you already have is changed.
  4. Tap Add. Anything you untick is left out.

Try Yamate free

Checked 6 October 2026 against MYOB’s own help pages. Yamate isn’t affiliated with MYOB; the name belongs to its owner.