Right-size your plan to MYOB Business Lite, Pro or Connected Ledger

This service is available to anyone who wants to transfer their existing MYOB file to MYOB Business. You must have an active MYOB Business Lite, Pro, Payroll Only, Connected Ledger, or Connected Ledger with Payroll subscription before raising the request.

If you have used the multi-currency function in MYOB AccountRight or MYOB AccountEdge, then we won’t be able to transfer your data as this feature is currently not available in MYOB Business. Please contact our sales team to discuss the software options available that will best suit your needs.

MYOB AccountEdge and AccountRight users can use the MYOB Migration Service to move their business online with MYOB Business Lite, Pro, Payroll Only, Connected Ledger, or Connected Ledger with Payroll—provided they haven’t used the multi-currency feature in their current software.

MYOB staff in Australia and New Zealand will process your data transfer.

There are no limits to the number of files you can transfer to MYOB Business through the service, however a MYOB Business subscription is required for each file that is to be moved.

You will need to submit a separate data transfer request form for each file you wish to transfer.

Our aim is to provide you with your transferred data within three (3) business days after you submit your file to MYOB Migration Services. If an issue arises which impacts our ability to transfer your file in this timeframe, we will contact you as soon as possible to let you know.

If you use inventory tracking for more than 10 items you will need to activate premium inventory.

Visit our Help website for more information on the inventory functions of MYOB Business and how to upgrade to Premium Inventory.

All data is transferred without changes, so you'll see the same information in MYOB Business as you did in your previous product.

Please note:

• Your datafile must be from the current or previous financial year. If it dates back to an earlier financial year, the Migration Team will need to perform a financial year rollover for you.

• Sales Orders can only be transferred to MYOB Business Pro. If moving to MYOB Business Lite, Sales Orders will need to be converted to Invoices prior to submission.

• If you have used multi-currency function in MYOB AccountRight or MYOB AccountEdge, then we won’t be able to transfer your data as this feature is currently not available in MYOB Business. Please contact our sales team to discuss the software options available that will best suit your needs.

• MYOB Business only supports Service and Items transaction layouts. Professional and Miscellaneous transaction layouts will be converted to Service layout during the transfer process.

• Timebilling transaction layouts are not supported in MYOB Business, cannot be converted to Service layout and will become read only during the transfer process. All timebilling transactions will need to be finalised prior to data transfer.

• Inventory locations are not supported in MYOB Business. If you have used multiple inventory locations in your data file these will be consolidated into a single location during data transfer.

Single Touch Payroll: If STP reporting was previously used, you'll need to contact the ATO once you have reconnected to STP to notify them of the BMS ID of your previous AccountRight or AccountEdge software. This will ensure your year-to-date figures aren't duplicated in the ATO’s records.

Pay Super: Once the transfer is complete, you'll need to set up Pay Super in your new file. For more information on how to do this, please refer to this help article.

Users

No users are transferred or added automatically to the new file. The only user on the file will be the person who purchased the subscription. Once your file has been transferred, you can easily invite new users.

Other items not transferred include:

• Card and item images

• Progress billing

• Category tracking information

• Customised reports and forms

Yes, your bank feeds will be moved to your MYOB Business file as part of the migration service. Please note, once moved the bank feeds will no longer be available in your MYOB AccountRight file.

You do not need to do anything specific to prepare your file, but it is best practice to reconcile your accounts and ensure that your data is up to date.

We strongly suggest that you take a backup of your datafile as you would at any time of the year as a normal course of business. However, when you create the backup, do not enter a zip password as our team will not be able to overwrite it.

The data migration service will bring across all prior financial years and current financial year to date information, unless the previous financial years have been purged in the backup we receive.

The service is a part automated / part manual service that sees us running a conversion tool and then doing some manual checks of data post transfer. You will be advised by email once the data transfer is complete. As MYOB is not a registered tax agent or BAS agent, we recommend inviting your accountant or professional advisor to check your data after upgrade.

You are responsible for reviewing and approving your data to ensure its accuracy once the data transfer is complete.

For specific tax or BAS advice please consult your accountant or tax practitioner.

If you or your advisor find an issue with your data immediately after migration, please do not enter any data into your migrated file. Instead, reply to the completion email you receive and provide examples or screenshots of the issue for us to assist you as soon as possible.

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If you enter any additional information into the old software after we received your backup, it will not be included in the new software after migration. Any information you enter will have to be re-entered into the new software.

We recommend that you plan to send your data to us at a quieter time for your business.

No. Please do not enter any data into your MYOB Business file during the data transfer, or it could cause data discrepancies. Once you receive our completion email you can begin to use your new software.