Export Financial Invoices to MYOB (CSV)

Export Financial Invoices to MYOB (CSV)

Overview

Use this guide to export Financial invoices from MachShip in a CSV format compatible with MYOB. The export includes the minimum fields MYOB requires for invoice import: 
Co./Last Name, Invoice #, Date, Already Printed, Description, Account #, Amount, Inc-Tax Amount, Job, Comment, Journal Memo, Tax Code, GST Amount.

How to generate the MYOB CSV from MachShip

1. Go to Reports → Financial Reports.

2. Choose your date filters (this should be the posted date of the invoices).


3. Click Get MYOB Report.

4. Download the generated .csv file to your computer (this will come in a zip file).
• The export downloads as a .zip file
• Unzip/extract it to access the CSV

What's in the Export

The CSV contains the minimum required columns for MYOB invoice import:

• Co./Last Name — Customer name as it should appear in MYOB - taken from MachShip company name
• Invoice # — Your unique invoice reference.
• Date — Invoice issue date.
• Already Printed — use to indicate whether the invoice has already been printed. Will show as “A” in the exported file
• Description — Line item description.
• Account # — Income account code for the line item (example: 4-1000 (Sales Income)).
• Amount — line item amount excluding tax.
• Inc- Tax Amount —  line item amount including tax.
• Job —  job or project code
• Comment —  invoice comment field – will show as “From MACHSHIP”
• Journal Memo — will show as “Sale, {Company Name}”
• Tax Code — GST tax code applied to the line – will show as “GST”
• GST Amount — the calculated GST value for the line.

Need help?

If you have questions or run into issues, contact support@machship.com with:
• The CSV you attempted to import
• A screenshot of any MYOB error messages
• Your MachShip report filters and date range
We’ll help you resolve it quickly.

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