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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 each different type of export/import file.

Record TypesField SpecificationsNotesProduct
Accounts

Accounts List

  
Budgets  
Activities

Activities Plus, Premier

Activity Slips

Activity Slips Plus, Premier

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 Adjustments Not Basics
ItemsItems  
JobsJobs  
Pay Bills 

imported only 

 

Not Basics
Purchases

Service Purchases Not 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

Timesheets Plus and Premier,
AU only
Transaction Journal entriesTransaction Journals

Excluding Tax/GST information
and BAS/GST reporting.