Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

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.

This record typeCan be…
Accountsimported and exported
Activities
(Plus, Premier)
imported and exported

Activity Slips
(Plus, Premier)

imported and exported

Budgets

imported and exported

Cards

imported and exported

Contact Logs

imported and exported
Custom Listsimported and exported
Disbursementsimported
General Journal entries, including tax/GST information and BAS/GST reportingimported and exported
Itemsimported and exported
Jobsimported and exported
Purchases
(Not Basics)
imported and exported
Receiptsimported
Receive Money transactionsexported
Salesimported and exported
Spend Money transactionsexported
Stock Adjustments
(Not Basics)
imported and exported
Tax/GST Code Listimported and exported
Timesheets
(Plus and Premier, Australia only)
imported and exported
Transaction Journal entries (no tax/GST information and BAS/GST reporting)imported and exported