You can export your Upstock orders to MYOB AccountRight, to save having to manually enter them 🙌🏽. Orders are exported in the format AccountRight requires, making the process quick and easy.
Exporting from Upstock
To get started, go to Reports › AccountRight orders export report.
Select a date range for the orders you want to export. The default option is since last export. This option is helpful, as it makes sure no orders are missed.
Next, select export full data to download a CSV file of the orders.
Importing into AccountRight
In AccountRight, select File › Import/Export Assistant
Select Import data, then Next
Select Sales as the import type and choose the file exported from Upstock. Then select Next
Select Commas at the separator, then select Next.
Select Auto Match, then Next
The orders will now be in your sales register in AccountRight.
The confirmation screen confirms how many orders have been imported. If any errors are shown, contact our team. We’re happy to help you work through any issues.
AccountRight allows you to track what inventory is held at each location (e.g. a warehouse).
If you use this feature, we’ll set up a custom field in Upstock so the location is set correctly for your orders. Just let our team know and we'll set this up for you.