Please let us know how you got on by emailing info at .nz.How To Set Up Email Marketing For Your E-commerce Project? If you have used the Converter we would like to hear from you, whether it worked or not. You might at some point want to tidy up your chart of accounts to take advantage of the more powerful concepts available in MoneyWorks.įor more detailed instructions, please download the MoneyWorks Converter Notes.pdf (about 1.3MB). Finally you should enter the appropriate information into the Company Details (under the Show menu) screen in MoneyWorks.Īnd that in theory is all you need to do.If you used Multi-Currency in MYOB, you will need to manually set up those currencies in MoneyWorks (and set the exchange rate to whatever it was set to in MYOB), and use the Funds Transfer command to transfer the bank balances from the old accounts to the new MoneyWorks forex accounts.You should run off a Balance sheet (or trial balance) from MoneyWorks (under Reports>Balance Sheet) for the most recent period, being sure to click the “Include Unposted” option, and compare the results with that of MYOB (the balance sheet layout is a bit different, so you will need to match up the numbers and tick each one off, ignoring the subtotals in the MYOB report).When the Converter has finished (you will know because it will say “Finished” - if necessary bring the Converter to the front by clicking its icon in the dock), and assuming that nothing has gone wrong, you will be able flick into MoneyWorks and you should see your data there.Do not be tempted to interact with the MoneyWorks file while the conversion is in progress - the Converter is using MoneyWorks Automation, a powerful part of MoneyWorks that lets it interchange data with other systems, to send data into MoneyWorks. It will also open and close the file twice, and the whole process may take a few minutes, depending on the size of your data file. MoneyWorks will come to front (possibly hiding the Converter window - if MoneyWorks wasn’t running, you should see it start). The Converter will then read the appropriate data out of your MYOB file and send it to MoneyWorks.In the window that then opens, you need to specify (i) the current year that MYOB is operating in, and (ii) the last month of the financial year.Note that the MYOB/AE data file must be on your local hard drive, not in a shared or mapped drive, and for Mac users should be somewhere in the Documents folder hierarchy. If the Converter can’t see your MYOB/AE file for some reason, change the file’s name to end in. You will be presented with a file open dialog box - select your MYOB/AE data file. Make sure that there is NO open file in MoneyWorks (MoneyWorks can be running, but with no file open).Now download and read the MoneyWorks Converter Notes.pdf (about 1.7Mb). Mac users should note that the converter, like MoneyWorks, is 64 bit and will run fine on macOS Catalina and Big Sur. Windows users should keep the MoneyWorks Converter Libs folder and the MoneyWorks Converter.exe in the same directory. Note that you can put this anywhere on your computer (it doesn’t need to be in the Applications or Program Files folder). MoneyWorks Converter for Windows (2.0 MB) Then simply download and decompress the MoneyWorks Converter application: If you don’t have MoneyWorks Gold, you can download a trial version. Transfer your unreconciled payments and receiptsįirst off, you will need a copy of MoneyWorks Gold (or the MoneyWorks Gold demo) installed on your computer.Transfer your outstanding invoices (as you will need to pay them).Transfer your stock on hand at the average unit value in MYOB.Transfer your items file (including any bills of material) into the MoneyWorks Products list.
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