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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.

What can be imported and exported?

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

 

Record typesField specificationsNotes

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 billsPay bills

Can only be imported 

Not Basics

Purchases




Service purchasesNot Basics


Item purchases
Professional purchases
Miscellaneous purchases
Receive paymentsReceive paymentsCan only be imported
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.

How do I import or export data?

When you're ready to go, see the Exporting data or Importing data topics.