1 - File > Export Data
2 - Choose Accounts from the drop-down list, then Account Information.
3 - Choose the most up to date period from the options presented, then click Next
4 - Choose to separate the data using Tabs, and also tick the Include field headers in the file, then click Next
5 - From the options list on the left hand side highlight Account Number and click Add. Do the same for Account Name. They will now be on the right hand side. Then click Export
6 - Save the downloaded file as GLCodes.txt
Click set-up beside GL Codes on the Admin tab
Choose File and attach the GLCodes.txt you previously saved. Click upload
When asked if the upload file has a Header row, click Yes
Your GL Codes have now been uploaded into invitbox.
What if I add new GL Codes in MYOB?
If you add new GL Codes in MYOB you can repeat this process. This means the list you upload will include the existing ones and the new ones. This way the new GL Codes will be added. The import routine will not create duplicates.
Alternatively you can add a GL Code manually in invitbox and then manually create the GL Code in MYOB to match. If you are doing this please be VERY careful to ensure that the GL Code you create in invitbox and the one your create in MYOB match exactly. We recommend you copy & paste from one screen to another
To complete the import of GL Codes you should uncheck any GL Codes in invitbox that are Header Codes in MYOB because when you import to MYOB you cannot post to a header code. This saves any hassles later.