Page tree

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

Compare with Current View Page History

« Previous Version 5 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.

Function Field SpecsField SpecsNotes
Accounts

Accounts Information 

  
Budgets  
Activities

Activities (Plus, Premier)

Activity Slips

Activity Slips  (Plus, Premier)

Cards

Customer Cards

Supplier Cards

Employee Cards

Personal Cards

  

Contact Logs

   
Custom Lists   
General Journal entries
(including tax/GST information
and BAS/GST reporting)
   
Inventory Adjustments  (Not Basics)
Items   
Jobs   
Pay Bills  

imported only (Not Basics)

Purchases

Service Purchases (Not Basics)
 Item Purchases  
 Professional Purchases  
 Miscellaneous Purchases  
Receive Payments  imported only
Receive Money transactions   
SalesService Sales  
Item Sales  
Professional Sales  
Miscellaneous Sales  
Spend Money transactions   
Tax/GST Code List   
Timesheets

   (Plus and Premier, Australia only)
Transaction Journal entries
(no tax/GST information and BAS/GST reporting)