Bring your client list across and carry on your invoice numbers. The export steps depend on which MYOB you use, and there is a short check for that below.
Who this guide is for
MYOB does a lot. If you only use it to send invoices, you can move that one job and leave the rest where it is.
This guide is for you if
- You mainly use MYOB to quote and invoice clients.
- You are a sole trader or a very small business and want a lighter tool for invoicing.
- You are happy to start new invoices in Invio and finish the old ones in MYOB.
Keep MYOB for the rest if
- You run payroll or bank feeds in MYOB.
- Your accountant works directly in your MYOB file.
- You file your GST return from MYOB and want that to stay in one place.
Keeping both is fine. Invio can export your invoices as a MYOB-ready CSV, so MYOB can stay your set of books.
Which MYOB do you use?
MYOB sells two quite different products under one name, and only one of them has a contacts export.
Route A: MYOB Business Lite or Pro, in your browser
You sign in on the MYOB website and your plan is Lite or Pro (older help pages and forum posts call it MYOB Essentials). There is no button for exporting contacts, so you export the Contacts report instead. MYOB staff say the card export is only in the AccountRight desktop edition, so if you use AccountRight in a browser, follow this route too.
Route B: MYOB AccountRight, the desktop app
You open a company file in a program on your computer and work from the File menu. AccountRight can export all your customer cards in one go, as a tab-separated text file.
The 10-minute plan
Five steps, in this order. The click-by-click export steps for your MYOB are in the next section.
Get your clients out of MYOB
Export your contacts from MYOB: route A if you use Business Lite or Pro, route B if you use AccountRight. The steps are below.
Import them into Invio
Open Clients, then Import. Choose MYOB Business as the source of the file if you used route A (your Contacts report saved as CSV), or MYOB AccountRight if you used route B (CUST.TXT). Read the preview: Invio lists every row as a new client, a duplicate or a problem before it creates anything, and importing the same file again does not create doubles. A file can hold up to 500 clients.
Carry on your invoice numbers
On the same page, type your last invoice number (00000123) into "Your last invoice number". Invio works out the prefix (0000) and the next number (124), so your next invoice is 00000124 and no client ever sees a number twice. You can also set both by hand in Settings, under Invoice Defaults.
Add your business details
In Settings, Business: upload your logo, add your ABN, and switch GST on if you are registered for it. In Settings, Payments: add the bank account clients should pay into.
Add your usual rates (optional)
Export your items from MYOB, then add the jobs you bill most to your Item Library, in Settings. Invio does not import rates yet, so this step is by hand.
Export from MYOB, click by click
Checked 8 October 2026 against MYOB's own help pages. Menus change, so if a step does not match your screen, start from the source: Importing contacts (MYOB Business), Exporting items (MYOB Business), Exporting customer or supplier details (AccountRight), MYOB Community: exporting a contact list.
Route A: MYOB Business Lite or Pro, in your browser
Open the Contacts report
In MYOB Business, open the Reporting menu, then Reports, then the Business tab, and choose Contacts.
Pick your columns
Click Customise and choose the columns to show. Name and email matter most; add phone and address if they are offered.
Export it
Click Export, then Excel. MYOB says the report opens in Excel, so Microsoft Excel needs to be installed on your computer. In Excel, choose File, then Save As, and save it as CSV (comma delimited).
If you only get a PDF
A MYOB Community moderator has said the Contacts report can be exported as a PDF only. If that is what you see, put your contacts in a spreadsheet by hand: one client per row, with the headings Name, Email and Phone, and save it as CSV. With a short client list that is quick, and you only do it once. The report lists each contact under a single name, so read the names in Invio's preview and fix any that look wrong.
Your latest invoice number
Open your most recent invoice in Sales and note its number, for example 00000123.
Items (optional)
Click the settings menu (the cog), choose Import and export data, open the Export tab and choose Items as the data type, then click Export. MYOB saves a tab-separated TXT file in your Downloads folder; open it in Excel or Google Sheets as a list of your rates.
Route B: MYOB AccountRight, the desktop app
Open the Import/Export Assistant
With your company file open, go to the File menu and choose Import/Export Assistant. If it is greyed out, your MYOB user role does not allow it: MYOB lists the Administrator and Accountant/Bookkeeper roles as having access.
Choose customer cards
Select Export data and click Next. In the Export list choose Cards, select Customer Cards, then click Next.
Keep the defaults
On the Format step leave the default options (MYOB separates the data with tabs) and make sure the header row option is ticked, then click Next.
Add all fields
On the Select Fields step click Add All, then click Export.
Save the file
Save it somewhere you will find it, such as the desktop, and keep the default name, CUST.TXT. You can upload it to Invio as it is: there is no need to open it in Excel first.
Your latest invoice number
Open your most recent sales invoice and note its number. AccountRight invoice numbers are up to eight characters, for example 00000123.
Items (optional)
Run the Import/Export Assistant again, choose Export data, and this time choose Items in the Export list. Follow the same steps.
What to leave behind in MYOB
Moving your invoicing does not mean moving your history. You do not need it in Invio.
When to switch
A clean start date makes the overlap easy to manage.