Import MYOB sales invoices and credit notes

Import sales invoices and credit notes into Xero that you've exported from MYOB as a CSV file.

You'll need to add your Xero account codes to the CSV file before you import it, or add them to the invoices and credit notes after the import.

Invoices and credit notes import into Xero as drafts, so you’ll need to approve them after the import.

The MYOB file may include information that Xero doesn't import. Xero ignores this detail, for example, notes, journal memo or ship via details.

Check we can import your MYOB file

  • MYOB Accounts
  • MYOB Accounting Plus
  • MYOB Premier

If your version of MYOB is not listed, you can use Xero's CSV template to import sales invoices and credit notes.

Import your saved template file into Xero

  1. In the Accounts menu, select Sales.
  2. Click Import.
  3. Select the MYOB format you are importing from.
  4. Click Browse and select your saved CSV file.
  5. Click Import.
  6. Review the import message in Xero. If you're happy with the message, click Complete Import.

    If there are errors, or not all of your invoices and credit notes import, we suggest you use our CSV template to import sales invoices and credit notes into Xero.

What's next?