Overview
If you are using MYOB Account Right or Intuit QuickBooks online, you can now download your new company details from your Patricia Holdings account into a spreadsheet format that can then be directly imported into either software.
These exports will enable you to avoid the need to manually rekey all the details into your accounting software, instead setting up a new client record for you, including up to 5 Director/Member names.
How to export your Company Details:
On the left hand side of the Orders and Invoices webpage, click on the link “Company Data” to access the records that are ready to be exported, i.e. those that have been processed by ASIC.
To export a record you can do one of the following:
- Click on the company name. Click on the “Transfer Data” drop down and select “Export to MYOB” or “Export to QuickBooks”.
- A message confirming a successful export will be shown at the top of the screen.
- Depending upon the browser you are using, you will either be prompted to save your exported file in the desired location or it will directly export the file to your downloads folder.
- Click on the company name. Click on the “Transfer Data” drop down and select “Export to MYOB” or “Export to QuickBooks”.
- A message confirming a successful export will be shown at the top of the screen.
- Depending upon the browser you are using, you will either be prompted to save your exported file in the desired location or it will directly export the file to your downloads folder.
Can I export multiple records at one time?
Yes you can! Using the tick boxes next to each company name, select the number of records you want to export. Click on the “Transfer Data” drop down and select “Export to MYOB” or “Export to QuickBooks”. A message confirming the successful export will be shown at the top of the screen.
What details will be exported?
The following Company registration details will be exported:
- Company name
- Company address
- Director name
- Additional Director and/or member names – up to a maximum of 5 as limited by the accounting software
FAQs
How does this export functionality work?
The export functionality from the Patricia Holdings website will enable you to export details from your Patricia Holdings online account into a CSV file which can then be directly imported into your MYOB or QuickBooks accounts as a new contact record.
How do I select records to export?
On the left hand side of the Orders and Invoices webpage, click on the link “Company Data” to access the records that are ready to be exported.
To export a record you can do one of the following:
- Click on the company name. Click on the “Transfer Data” drop down and select “Export to MYOB” or “Export to QuickBooks”. A message confirming a successful export will be shown at the top of the screen.
- You will see a file download appear – depending on your browser, your file will automatically be saved to the downloads folder or you will be able to define the location for it to be saved.
Alternatively
- Select the tick box next to the Company name, click on the “Transfer Data” drop down and select “Export to MYOB” or “Export to QuickBooks” . A message confirming a successful export will be shown at the top of the screen.
- You will see a file download appear – depending on your browser, your file will automatically be saved to the download folder or you will be able to define the location for it to be saved.
Can I export multiple records at one time?
Yes you can! Using the tick boxes next to each company name, select the number of records you want to export. Click on the “Transfer Data” drop down and select “Export to MYOB”. A message confirming the successful export will be shown at the top of the screen.
What details will be exported?
The following Company registration details will be exported:
- Company name
- Company address
- Director name
- Additional Director and/or member names – up to a maximum of 5 as limited by the accounting software
Where can I find the information once it has been exported?
This is dependent on the web browser you are using. Either the exported data will be placed in your downloads folder on your machine or as part of the export process, you will be asked to define the location where the file should be saved.
How do I then get this data into MYOB or QuickBooks?
Simply follow the normal import steps for either software. The file can be directly imported into the accounting software to create new customer records.
For further instruction on how to import the csv file into MYOB and QuickBooks please refer to the help section for each software.
