Import your chart of accounts from MYOB

When you're converting from MYOB to Xero, and you haven't used one of our connected apps (for example, JetConvert) to automatically convert your data, you can convert your chart of accounts manually.

If you've already entered transactions in Xero, talk to your adviser before following this process. It may affect your BAS and other reports.
  1. Check we can convert the MYOB file
  2. Make adjustments in MYOB before exporting your file
  3. Export and check MYOB file
  4. Import MYOB file into Xero

Check we can convert the MYOB file

You can import files exported from these versions of MYOB:

  • MYOB Accounting or AccountRight Standard
  • MYOB Accounting Plus or AccountRight Plus
  • MYOB Premier or AccountRight Premier
  • MYOB Premier Enterprise or AccountRight Enterprise
  • MYOB AccountEdge for Mac editions

If you use a different version of MYOB, you can:

Make adjustments in MYOB before exporting your file

Xero uses tracking instead of subcodes. If there are subcodes in the MYOB chart of accounts, make adjustments in MYOB before you export it to take into account tracking categories and options you might apply in Xero.

Export and check MYOB file

Export your chart of accounts from MYOB in Comma Separated Value (CSV) format. For example, you might name your file ChartofAccounts31Dec2015.csv. If you want to include account balances when you import the chart of accounts into Xero, export your chart from MYOB as at the end of the month before your conversion date.

When you've exported the chart of accounts, check the CSV file on your computer:

If you make changes to the file, save it in CSV format on your computer.

Import MYOB file into Xero

  1. In the Settings menu, select General Settings.
  2. Under Reports, select Chart of Accounts.
  3. Click Import.
  4. Select the MYOB system option.
  5. Select whether your file includes balances. If Yes, enter your conversion date.
  6. Click Browse to locate your saved file on your computer.
  7. Click Import.
  8. Review the chart of accounts file import
  9. Click Confirm.
  10. If your import file includes bank accounts, select your bank account type (Bank, Credit Card, or PayPal) and add your bank account number.

    Save your selection.

    Image showing bank account confirmation screen.

What's next?