Account Edge [MYOB Canada] - Import/ Export from fp.

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Your fp. system will allow you to generate invoices and expenses, and export them out as a file. You can then import that file into your accounting package. Please review this article for the associated steps to do this using Account Edge.

Set the Office Preference

Set the Office Preference

Hover over the ADMIN menu and choose System Set Up > Office Preferences.

Click Edit Details.

Select MYOB  from the dropdown menu.

Then click Submit to save your changes.

Invoicing Routine

Once you have created an invoice in fp., you will be able to import it into Account Edge. Create the invoice in Function Point, and when ready, mark it as Posted, and then Export it. The MYOB file will then save/ download to your machine.

To complete the import into MYOB, open that program.

To learn more about how to create an invoice in fp., please review this article: Creating Interim & Final Invoices - Basic Steps

From inside Account Edge, choose File > Import Data > Sales > Service Sales.

Find the file you exported earlier on your machine.

Match the fields from the invoice, to the corresponding field in Account Edge/ MYOB. Click Import when ready.

This invoice now exists in your Account Edge/ MYOB system.

Important Note

Should you edit the invoice or expense in fp. or in MYOB, make sure to update the other system accordingly. Changing something in fp. will not alert you to the need to also update MYOB.

For further help

For further help

Should you need assistance regarding MYOB, you will need to contact your MYOB representative, or you can try their Help pages: http://www.accountedge.com/support/

For Function Point related questions, you can contact our support team via email: support@functionpoint.com

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