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You can take data entered in your company file and use it in other software or in other company files. This process is called exporting data. You can also take data entered in other software programs and incorporate it into your company file, or incorporate information from one company file into another company file. This process is called importing data.

The following table lists the record types that you can import and export, along with links to the field specifications for the different record types of records.

Record TypesField SpecsNotes
Accounts

Accounts List

 
Budgets 
Activities

ActivitiesPlus, Premier only

Activity Slips

Activity SlipsPlus, Premier only

Cards

Customer Cards

Supplier Cards

Employee Cards

Personal Cards

 

Contact Logs

Contact Logs 
Custom ListsCustom Lists 
General Journal entries

General JournalsIncluding Tax/GST information and BAS/GST reporting
Inventory AdjustmentsInventory AdjustmentsNot Basics
ItemsItems 
JobsJobs 
Pay Bills 

imported only 

Not Basics

 

Purchases

Service PurchasesNot Basics
 Item Purchases 
 Professional Purchases 
 Miscellaneous Purchases 
Receive PaymentsReceive Paymentsimported only
Receive MoneyReceive Money 
SalesService Sales 
Item Sales 
Professional Sales 
Time Billing Sales 
Miscellaneous Sales 
Spend MoneySpend Money  
Tax/GST Code ListTax/GST Code List 
Timesheets

TimesheetsPlus and Premier,
AU only
Transaction Journal entriesTransaction Journals

Excluding Tax/GST information and BAS/GST reporting.

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titleRelated topics
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Exporting data

Importing data

Import and export fields

Importing and exporting tips

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titleTroubleshooting
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Importing and exporting troubleshooting

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