Frequently Asked Questions

Yes, it is possible to use an excel sheet for update details in multiple items at once in BUSY. To do this follow the below steps:
Step 1: Take backup of your company.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel or google sheet then select from item.
Step 4: Tick on excel option then tick on modify existing masters.
Step 5: Select the required master fields which you want to update and map them with excel sheet column.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import button.

If you want to export a account list as a csv file from BUSY please follow these steps:
Step 1: Go to administration menu then click on masters sub menu 
Step 2: Select account and click on list button and then select screen option
Step 3: Now click on standard format and select it as group of accounts or all accounts as required
Step 4: Now click on ok button then you can see the list of your accounts
Step 5: Click on export button or press the shortcut key ALT+E then select data format as CSV then specify the path name and click on ok to export it.

If you are not able to see the import data option in BUSY then follow the steps.
 Step 1. Open Company with super user
 Step 2. Then Go to Administration menu and select the users option.
 Step 3. Under the users option click on the modify button.
 Step 4. Then choose the subuser who does not have permission to import data.
 Step 5. Then Enable the right according to your need and click the save button to 
 save the user rights settings.
 Step 6. Now Close the company and Reopen it with the subuser then verify the acess to
 see the import data button.

To import item master with opening balance by excel in BUSY, follow these steps:
Step 1: Prepare the excel sheet with Item details like item name, item group,tax category , Item opening quantity , Item opening amount etc.
Step 2: Go to the Administration section then click on Data export import option.
Step 3: Now, Select Import master from MS Excel option then click on Items tab
Step 4: To create an Item master, choose the necessary fields for item details, select the Excel sheet with the starting and ending rows of data, and import the sheet.
Note: Take the latest backup of data before any process.

Yes, you can maintain the master details in excel to import in BUSY. To import master from excel, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel/Google sheet then select from item, account etc
Step 4: Select import from Excel option then tick on add new master
Step 5: Select the required master fields and Choose excel field as per data in excel sheet.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import tab.

If you are exporting your ledger in excel and it is showing wrong values please follow these steps to troubleshoot this issue:
Step 1: Ensure that you are using latest version of BUSY software
Step 2: Make sure you are using excel 2013 and onwards for better functioning
Step 3: Make sure you are reconciling amount with export data should be accurate
Step 4: If you are facing same issue try to export some other report then check
Step 5: You can also try to repair the excel from program and features and check it accordingly 
Step 6: Reinstall your BUSY software and then check

In BUSY, you can transfer stock data from another software to BUSY , you can import through excel sheet by follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel/Google sheet then select item
Step 4: Select import from Excel option then tick on add new item
Step 5: Select the required master fields and select excel field as per data in excel sheet.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import tab.

To import item master with opening balance by excel in BUSY, follow these steps:
Step 1: Take the latest backup of your data
Step 2: Prepare the excel sheet with Item details like item name, item group,tax category , Item opening quantity , Item opening amount etc.
Step 3: Go to administration section then click on Data export import option
Step 4: Now, Select Import master from MS excel option then click on Items tab
Step 5: To create an Item master, choose the necessary fields for item details, select the Excel sheet with the starting and ending rows of data, and import the sheet.

To add account masters with account address through excel in BUSY, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel/Google sheet then select account option.
Step 4: Click on import from Excel option then tick on add new master
Step 5: Select the required master fields along with account address field and Choose excel field as per data in excel sheet.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import tab.

In BUSY, You cannot create multiple items with same name. Further to import master data from excel, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Data export import
Step 3: Choose import master from excel/Google sheet then select item
Step 4: Select import from Excel option then tick on add new item
Step 5: Select the required master fields and select excel field as per data in excel sheet.
Step 6: Specify the excel file path with excel sheet number and starting and ending row then click on import tab.