How to Import Invoices to MYOB
Cerely supports exporting invoices in two formats for MYOB, Time Billing and 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 select Sales
4. Choose the correct layout that matches your Cerely export file:
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Service — for Service Invoice exports
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Time Billing — for Time Billing Invoice exports
This must match the export type you generated in Cerely
5. Click Next, then browse and select the invoice file you exported from Cerely
6. On the field-matching screen, ensure all Cerely invoice fields (such as Customer, Date, Amount) are correctly mapped to MYOB fields. Accurate mapping ensures the invoices import successfully.
7. Click Import to upload the invoices into MYOB
8. Review the Import Log to confirm all records have been processed without errors
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.
The required match depends on how billing has been configured for the site within the Site Financial Details in Cerely. Invoices may be generated using either the Client Name or the Site Name, and this must match exactly with the records in MYOB.
Your invoices are now successfully imported into MYOB.
Here is our video link for Import Invoices to MYOB for both Time Billing and Service: