MYOB's official Sales – Items field names are confirmed. Export column selection can vary, so check the mapping rather than relying on a fixed column order. Service-layout files may need different amount fields from item-layout files.
How to export from MYOB
- In MYOB, open the data export for sales and choose the Sales – Items layout when exporting item invoices.
- Include the customer, invoice number, dates, descriptions, quantities, prices, totals, tax and paid-amount fields available in your edition.
- Save as CSV for BillPad. For a service-layout export, retain its description and amount fields and review the mapping separately.
Import into BillPad
- Make a backup through Settings, Export backup if this workspace already contains records.
- Choose Start import under Switch to BillPad and select Invoices.
- Select MYOB as guidance, then use Choose file.
- Inspect Match columns. Required invoice fields are number, date, client and either total or line rate/amount.
- Confirm the date order if prompted, compare totals and paid amounts, then approve the reviewed import.
Check the source fields
Confirmed headings include Co./Last Name, Invoice No., Date, Quantity, Description, Price, Total, Tax Code, Tax Amount, Sale Status and Amount Paid. Price and line Total are tax-exclusive even when Inclusive=X requests an inclusive display.
Blank or I sale status means invoice; O and Q rows are orders or quotes and are skipped. Balance Due Days supplies relative due dates, while complex terms need explicit mapping. MYOB supplies no paid-date column, so the payment-date fallback needs review. Item and Customer Cards field names are also confirmed, but they belong in their own product or client import flows.
Good to know
The profile's fallback is DD/MM dates and AUD currency. Ambiguous numeric dates still require your explicit confirmation. Prefer an explicit currency column over relying on that fallback, especially for international work.
CSV and the first XLSX worksheet are supported, within 5 MB and 5,000 rows. Imported invoices do not trigger reminders or late fees. Existing documents count towards the 100-document limit.
If your file does not import, email a redacted example to [email protected], or use the generic CSV option and match the columns manually. Do not send passwords, sign-in links or unnecessary customer information. Keep the original export until you have compared several imported records with the source.