Can I export all debtor and creditor accounts to a new company in the software?
Yes, you can export all debtor and creditor accounts to a new company in BUSY software. follow these steps:
Step 1: Company menu then click on create company
Step 2: Before saving click on copy master & configuration
Step 3: Select the company from which you want to copy master and then username & password
Step 4: Then save
Note : New company will create with selected company configuration & all master with zero balance.
Step 1: Click on Company Menu then Create Company
Step 2: Click Copy Master and Configuration before saving
Step 3: Select the company you want to copy the master from
Step 4: Then the username and password then Save.
Note: The new company will create with selected company's all configuration and master with zero balances.
For only debtor and creditor master, follow these setps:
Step 1: Login old company and then Go to Administration menu
Step 2: Click on Data export/Import, Select data/export import(XML)
Step 3: Click on export data, select master type & then click on account group & specify the account debtor / creditor (you need to export one by one group of master data )select balance type closing / opening which is exported with masters
Step 4: Specify a folder path where file has to be exported.
Step 5: login in to new company then Click on Data export/Import, Select data/import(XML)
Step 6: Specify the xml file path to import master in new company.