How to Migrate from MYOB to QuickBooks

Step-by-step MYOB to QuickBooks migration for Australian businesses. Data transfer checklist, GST code mapping, and payroll switchover guide.

Estimated time: 2-4 hoursDifficulty: Moderate
MyobQuickbooks
What this guide coversThis guide walks you through every stage of this migration for Australian businesses. You will learn what data transfers automatically, what requires manual import via CSV, and how to handle AU-specific requirements like BAS reporting periods, STP finalisation and bank feed reconnection.

What Transfers & What Doesn’t

Not everything moves across automatically. Use this table to plan your migration scope.

Data TypeAuto Transfer?Notes
Chart of AccountsYesExport MYOB accounts as CSV — QuickBooks has an AU-specific import mapping tool
ContactsYesCustomers and suppliers via CSV — include ABN for supplier payment summaries
InvoicesPartialOutstanding invoices only — historical invoices kept in MYOB archive
BillsPartialOpen bills import — closed bills remain in MYOB for ATO records
Products & ServicesYesItem list CSV export with GST codes and pricing
Bank TransactionsNoConnect bank feeds in QuickBooks from conversion date — don't backfill
Payroll DataNoManual YTD entry — lodge STP finalisation in MYOB before switching
BAS HistoryNoKeep MYOB access for historical BAS records — ATO requires 5-year retention

Step-by-Step Migration Guide

  1. Step 1

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  2. Step 2

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  3. Step 3

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  4. Step 4

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  5. Step 5

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  6. Step 6

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  7. Step 7

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  8. Step 8

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

Pre-Migration Checklist

  • Reconcile all bank accounts up to the conversion date
  • Lodge all outstanding BAS and IAS returns
  • Finalise and lodge STP report for the current pay period
  • Export key reports (P&L, Balance Sheet, Trial Balance) as PDFs
  • Back up your data to an external drive and cloud storage
  • Notify your BAS agent or bookkeeper about the planned switch date
Caution: Mid-Year Migration & STP ImplicationsSwitching software mid-financial year introduces risk around Single Touch Payroll (STP) reporting. If you migrate between 1 Jul and 30 Jun, you must finalise an STP event in your old system before cutting over, then lodge a “Year to Date” event in the new system with carried-forward figures.