Import Invoices into MyOB using Business Importer. Check out a step-by-step guide how to import Invoices in Excel into MyOB. Don’t wait! Save your time with Business Importer!
Video Guide: Import Invoices into MyOB using Business Importer
Step-by-Step Guide: Import Invoices into MyOB
Connect MyOB and Business Importer. Select company you’re going to import Invoices into.
Step 1: Prepare Excel file with Invoices
Select your file (Excel) containing Invoices.
Step 2: Upload your file
Go to Import tab. Upload your Excel file or paste the DropBox, Microsoft OneDrive or Google.Drive link. Click on the Next button.
Step 3: Mapping
Select Company (you want to import to) and Entity (Invoices), and connect Provider’s labels (MyOB) to Your Labels (Excel). Press the Next button.
Step 4: Preview
Review if the information is entered correctly and click on the Next button.
Note: Edit information if needed in the table.
Step 5: Import in Process
Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.
Check out your Invoices import into MyOB result in your e-mail or in the Imports History tab.
Or check out your invoices at your MyOB account.