Frequently Asked Questions

To import master from 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 from item, account etc
Step 4: Click on 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 want to import address details of all your parties from somewhere else
then please follow the given steps
Step 1: Go to administration then data export import
Step 2: Then import master from excel then account.
Step 3: Then select the field and set column as it is in excel.
Step 4: Then select excel file path then sheet number and raw number and
 import
Step 5: If you have data into xml then select data export import xml then import
 data.
Step 6: Then set the file path of xml then ok and import.

Yes, you can update item's information from excel into BUSY by using these steps:
Step 1: Open your company, then go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Masters from Excel / Google Sheet option and select the master type as Item.
Step 3: Tick on Excel and Modify Existing Masters then map all the required fields with the excel column.
Step 4: Mention excel file path, sheet no., starting and ending row and click on import button and wait for the importing process.

If you are exporting your data and it is showing incorrectly 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

To export the closing balance of accounts from the last year into Excel, you need to follow these steps:
Step 1: Open your company then go to Display menu.
Step 2: Select Trial Balance and click on Closing Trial - Alphabetical.
Step 3: Choose Balance Only and can select All Accounts, Group of Accounts or Selected Accounts as required.
Step 4: Enter the report date then open the report and after opening it click con Export button or press ALT+E.
Step 5: Select Microsoft Excel then select path and press Ok to proceed.

Yes, you can export list of items with their HSN codes from BUSY by using these steps:
Step 1: Open your company then go to administration menu.
Step 2: Select masters and click on account then list.
Step 3: Choose screen option and click on configurable alphabetical tab.
Step 4: After loading the item list click on select fields button and choose the HSN code field then save.
Step 5: You will see your items list with their HSN codes which you export to excel by click on Export button or press ALT+E.

Yes, you can import master in BUSY from excel by using these steps:
Step 1: Open your company, then go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Masters from Excel / Google Sheet option and select the master type such as Items, Accounts, etc.
Step 3: Map the master fields with excel field as per the sheet.
Step 4: Now, mention excel file path, sheet no., starting and ending row and click on import button and wait for the importing process.

To import item masters from excel into BUSY, you need to follow these steps:
Step 1: Open your company, then go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Masters from Excel / Google Sheet option and select the master type such as Items.
Step 3: Map the master fields with excel field as per the sheet.
Step 4: Now, mention excel file path, sheet no., starting and ending row and click on import button and wait for the importing process.

In BUSY, you can import item list from excel by using these steps:
Step 1: Open your company, then go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Masters from Excel / Google Sheet option and select the master type as Item.
Step 3: Map the require Item fields with excel field as per the sheet.
Step 4: Now, mention excel file path, sheet no., starting and ending row and click on import button and wait for the importing process.

To import items from excel sheet for updata item category, you need to follow these steps:
Step 1: Go to administration section then click on Data export import
Step 2: Choose import master from excel or google sheet then select from item.
Step 3: Tick on excel option then tick on modify existing masters.
Step 4: Select the required master fields and map them with excel sheet column.
Step 5: Specify the excel file path with excel sheet number and starting and ending row then click on import button.