Exporting to MYOB

Marlin GTX enables monthly General Ledger movements to be exported to CSV files for use in MYOB.

This program exports the General Ledger monthly movements into a file for sharing with an accountant that uses MYOB.

Only closed GL periods can be selected for inclusion in the export.

A separate CSV file will be created for each month selected.

CSV is a file type commonly used for importing and exporting data between different programs.

Procedure

Select System > System Files > General Ledger > Extract GL Movements from the menu toolbar.

Tick the Include accounts with zero movement checkbox if you wish to include accounts with no movement.

Tick the checkboxes in the Last Year and This Year columns for the GL periods that you wish to include in the export.

Select All and Select None buttons are provided at the bottom of screen to expedite bulk selections.

Click on the Export button.

When the export is complete a popup will confirm that CSV files have been created for each of the months you selected.

It will also advise you of the directory path under your Marlin directory where the files can be found.

Use Windows File Explorer to browse to that subdirectory and copy the files for your accountant.

The filenames will be similar to ABCCompany-2012-01.csv where:

• ABCCompany is the company name (stored in the GLExportPrefix switch)
• 2012 is the financial year (start)
• 01 is the GL Period
• .csv is the file type

Opening the file in a spreadsheet application such as Microsoft Excel will display the content.