Collecting/extracting client list, refer to MYOB AE page to learn more.
Guidelines and process for client migration-
1. Export your client list via CSV or Excel (as per above link)
Kindly, consider the important details ie:
*It is a user's advantage to fill as much info as needed to avoid typing manually for each of your clients.
2. Once exported please give LodgeiT support a heads-up and will prepare a dropbox for you.
Please mention your/firm name and ABN.
Note, we also offer additional field that you may want to consider ie -
Click HERE to learn more about migration process
Let us know if you need further assistance.