3. Reviewing data and uploading it to MYOB Acumatica
After importing a customer's data spreadsheets to the MYOB Adapt online portal, you can use MYOB Adapt Desktop to review and edit their data, then upload it to MYOB Acumatica.
Installing MYOB Adapt Desktop
Log in to the MYOB Adapt online portal.
On the left, click Downloads. The Files to Download page opens.
Click AdaptDesktopInstaller.exe to download the Adapt Desktop installation file.
To prevent errors when using the files, make sure that the name of the file you downloaded matches the name on the MYOB Adapt online portal. For example, if you’ve previously downloaded the Adapt Desktop file, it might be named AdaptDesktopInstaller (1).exe. In that case, you should rename it to AdaptDesktopInstaller.exe.
Open the AdaptDesktopInstaller.exe file.
Follow the prompts to install MYOB Adapt Desktop.
Opening a migration in MYOB Adapt Desktop
Open MYOB Adapt Desktop.
On the Adapt Desktop Logon screen, enter your Email Address and Password. Use the same login details as you use for the Adapt online portal.
Click Login.
From the Migration Code dropdown, select the migration you want to work on.
Click Next. MYOB Adapt Desktop opens.
