How to Import From MYOB to Quicken

Mind Your Own Business (MYOB) is a New Zealand-based software company that produces accounting software for small-business owners and home users. The AccountRight program allows users to perform a number of tasks, including exporting data into comma-delimited (CSV) files. Since Quicken does not support CSV files, you must first convert them into Open Financial Exchange (OFX) files. After a file is in this format, importing it from AccountRight to Quicken is a simple matter of clicking a few options.

Things You'll Need

• Internet connection

Instructions

Export the CSV File in AccountRight

1. Launch your AccountRight from the desktop icon or the "Start" menu.

2. Click "File" and hover over "Export Data" to expand the data-export-options list.

3. Click the data records that you wish to export. Common options that are also found in Quicken include accounts, items and jobs.

4. Select comma-delimited as the "Export File Format" and click "Continue."

5. Click the fields that you wish to export or click the "Match All" button to select all the available fields.

6. Click "Export" and then specify where you wish to save the exported file. Click "Save" to export the file to the chosen location.

Convert the CSV File to OFX

1. Visit the GG International Online CSV Converter Web page (see "Resources" below).

2. Click the "Open CSV" button and select the CSV file that you exported from AccountRight.

3. Use the drop-down menus under "Mapping Fields" to match the fields from the exported data to OFX fields.

4. Click the "Save as OFX" button and specify the location on your hard drive where you want to save the converted file. The file is downloaded in ZIP format.

5. Open the folder to which you saved the ZIP file. Right-click on the file and select "Extract here" to extract the OFX file into the current folder.

Import the OFX File to Quicken

1. Launch Quicken from the desktop icon or the "Start" menu.

2. Click "File" and select "Import."

3. Select the OFX file from its location on the hard drive and click "Open" or "Import," depending on which version of Quicken you are using.

4. Follow the onscreen wizard to select how and where to import the data.

References

• MYOB: Import and Export
• Quicken Support: Exporting and Importing Quicken Data

Resources

• GG International: Online CSV Converter