Supplier List
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QuickBooks
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MYOB
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Name
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Co./Last Name
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Opening Balance
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Opening Balance As Of
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Company Name
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Co./Last Name
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Salutation
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Salutation
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First Name
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First Name
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Middle Initial
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Last Name
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Contact Name
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Address 1
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Addr1 – Line 1
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Address 2
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Addr1
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Address 3
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Addr1
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Address 4
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Addr1
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Address 5
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Addr1
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Contact
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Contact Name
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Phone
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Phone #1
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Fax
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Fax #
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Alternate Phone
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Phone #2
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Alternate Contact
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Addr 2 Contact Name
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Email
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Email
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Print on Cheque As
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Account Number
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Card ID
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Supplier Type
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Terms
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Terms – Payment is Due
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Credit Limit
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Credit Limit
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Business Number
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Tax ID No
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Is Inactive
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Note
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Comment
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Match the Terms list
Employee List
You will need to use the Employee List template in an IIF format as there is no supported interface in QuickBooks excel list import functionality. You can download a copy of this template from the Zed-Systems website
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QuickBooks
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MYOB
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Name
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Co./Last Name
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REFNUM
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INIT
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ADDR1
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Address 1
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ADDR2
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ADDR3
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ADDR4
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ADDR5
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CITY
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City
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STATE
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State
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POSTCODE
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Postcode
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NINUM
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EMPNUM
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CARD ID
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DOB
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SEX
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JOINED
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LEFT
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DECEASED
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PHONE1
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Phone #1
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PHONE2
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Phone #2
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EMAIL
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Email
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NOTEPAD
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FIRSTNAME
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First Name
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MIDINIT
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LASTNAME
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Last Name
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SALUTATION
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CUSTFLD1
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CUSTFLD2
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CUSTFLD3
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CUSTFLD4
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HIDDEN
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Bank Details these will need to be re-keyed
TFN these will need to be re-keyed
Item List
You will need to re-classify the MYOB items types to the corresponding QuickBooks Item types within ExcelThe assumptions we suggest are:
- If MYOB “I Inventory This Item” then QB “Stock Part”
- If MYOB “Buy” but not Inventory then QB “Non-Stock Part”
- ALL ELSE QB “Service”
Need to turn on Account numbers for the import
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QuickBooks
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MYOB
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Type
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Inventory
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Name
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Item Number
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Is Reimbursable Charg
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- Overview
- Transfer MYOB card file details to QuickBooks.
- Transfer tax codes and customer lists to QuickBooks
- Transfer supplier lists and employee lists to QuickBooks
- Create opening balances in QuickBooks
- Create opening inventory balances in QuickBooks
- Export accounts payable and account receivable transactions from MYOB into text files
- Import accounts payable transactions into QuickBooks
- Import accounts receivable transactions into QuickBooks
- Validate data transfer
- Setup and configure QuickBooks
Article ID: 39, Created On: 10/21/2011, Modified: 10/21/2011