Skip to content
Contact us
  • There are no suggestions because the search field is empty.

How to Import Invoices to MYOB

Cerely supports exporting invoices in two formats for MYOB, Time Billing & Service. Before importing, ensure you have exported the correct file type from Cerely based on how your billing has been configured for the site. Using the correct file format ensures a smooth import process and prevents errors in MYOB. Follow the steps below to import Cerely invoices into MYOB for payment tracking, reconciliation, and reporting.

            1. Open your MYOB software to begin the import process 

            2. Go to File in the top menu and select Import/Export Assistant

            3. Select Import Data, then click Next

            4. Select Import as Sales and then Choose the correct Sales Type that matches your Cerely export file: 

            • Service Sales — for Service Invoice exports

            • Time Billing Sales— for Time Billing Invoice exports

            5. Then browse and select the invoice file you exported from Cerely

            6. On the format screen all fields remain as per the selection, just change the Data is separated by to Commas and then click Next 

            7. We must ensure all required fields are matched for successful import and then click Next

            8. Review the Import Log to confirm all records have been processed without errors and back up if you wish before proceeding to import

            Important: Ensure the Client Name (Parent Company) or Site Name in Cerely matches exactly with the corresponding record in MYOB. Any differences in spelling, spacing, or punctuation may cause import errors or rejected invoices.

            9. Your invoices are now successfully imported into MYOB

            Here is our video link for Import Invoices to MYOB for both Time Billing and Service: 

            How to Import Time billing Invoices into MYOB

            How to Import Service Invoices into MYOB