Frequently Asked
Questions

Q: How to enter opening balances while migrating data to BUSY?

In BUSY, can import it Item Opening balances from Excel. Pls Follow the Below Steps: Step 1: Administration Step 2: Data Export Import Step 3: Import Masters from Excel Step 4: Items Step 5: Select the Import Option - Modify Existing masters Step 6: Select the required field and excel column in which that field is specified. Step 7: Select the excel sheet path and then import it. Note : Do this process after Data Backup.

Q: How do I import opening inventory balances?

In BUSY, can import it Item Opening balances from Excel. Pls Follow the Below Steps: Step 1: Administration Step 2: Data Export Import Step 3: Import Masters from Excel Step 4: Items Step 5: Select the Import Option - Modify Existing masters Step 6: Select the required field and excel column in which that field is specified. Step 7: Select the excel sheet path and then import it. Note : Do this process after Data Backup.

Q: How do I map the Excel columns to the right fields in BUSY when importing Masters from MS Excel?

To map the Excel columns to the right fields in BUSY when importing, please follow these steps: Step 1: Open your company, then go to Administration Step 2: Under Administration, select Data Export Import. Step 3: Under Data Export Import, select Import Master from MS Excel. Step 4: Select the field in BUSY and specify the Excel column, and click on the right arrow symbol to map it.

Q: How can I import multiple items through excel in BUSY?

You can import the multiple items through excel in BUSY from the below steps. Pls Follow the Below Steps for Excel Import : Step 1: Take the backup of your company Step 2: Click on administration and then data export import Step 3: Then Import masters from excel and configure the format of data field as per excel column Step 4: Specify the excel data sheet & Import it.

Q: Facing issue while importing account master with their opening balances from excel into BUSY. How do i troubleshoot this?

If you are facing issue while import account master data from excel, then you need to check these troubleshooting steps: Step 1: Make sure all the fields are correctly maped with the excel sheet. Step 2: Ensure that excel file path, starting & ending row, sheet number are correct. Step 3: If facing issue in opening balance then check you have selected correct opening amount field.

Q: How do I copy account names into Excel and then paste back into the software?

To copy account names into Excel, export the account master list in excels or just copy the account master name and paste in excel. Method 1 To export account master list Step1: Go administration menu. Step2: Select the master and click on account Step3: Then click on list, open the account list and export in excel. Point2: And also copy paste account master back in BUSY.

Q: How to import data in BUSY from excel file?

To retrieve data given by a third party and run it in BUSY Accounting software, you can import the data through Excel by following these steps: Administration > Data Export Import > Import Vouchers from Excel > Select Voucher Type > Create Format > Configure Format of data field as per Excel column > Specify the Excel data sheet & Import it.

Q: Incorrect account numbers after QuickBooks import. Fix?

If you are experiencing incorrect account numbers after importing data from QuickBooks into BUSY, you can fix this issue by manually editing the account numbers in BUSY. You will need to go to: Step 1 : Click on administration Step 2 : Masters Step 3 : Accounts Step 4 : Modify Step 5 : Change the incorrect account numbers manually and save

Q: While Import Item Master From Excel, the Tax Category not Importing in BUSY. How do i troubleshoot this?

If the Tax category is not importing while import item master from excel in BUSY, then you need to check these steps: Step 1: Check you have selected correct field with correct excel column. Step 2: Ensure that the tax category name mentioned in the excel sheet should be same as in BUSY. You can copy from BUSY and paste into excel sheet.

Q: How can I export my BUSY item list with aliases to an Excel sheet for bulk updation?

To export an item master list with alias to an excel sheet, follow these steps: Step 1: Go to Administration and click on Master. Step 2: Click on Item and open list of item master. Step 3: Alias field is already added in the default format. Step 4: Choose Export option or press ALT+E shortcut key and select data format Microsoft Excel.

Find Solutions to Common Issues Related to data-conversion - master import export

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Dealer Complaint/Issues

How to enter opening balances while migrating data to BUSY?

In BUSY, can import it Item Opening balances from Excel.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Masters from Excel
Step 4: Items
Step 5: Select the Import Option - Modify Existing masters
Step 6: Select the required field and excel column in which that field is specified.
Step 7: Select the excel sheet path and then import it. 
Note : Do this process after Data Backup.

How do I import opening inventory balances?

In BUSY, can import it Item Opening balances from Excel.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Masters from Excel
Step 4: Items
Step 5: Select the Import Option - Modify Existing masters
Step 6: Select the required field and excel column in which that field is specified.
Step 7: Select the excel sheet path and then import it. 
Note : Do this process after Data Backup.

How do I map the Excel columns to the right fields in BUSY when importing Masters from MS Excel?

To map the Excel columns to the right fields in BUSY when importing, please follow these steps: 
Step 1: Open your company, then go to Administration 
Step 2: Under Administration, select Data Export Import. 
Step 3: Under Data Export Import, select Import Master from MS Excel. 
Step 4: Select the field in BUSY and specify the Excel column, and click on the right arrow symbol to map it.

How can I import multiple items through excel in BUSY?

You can import the multiple items through excel in BUSY from the below steps.
Pls Follow the Below Steps for Excel Import :
Step 1: Take the backup of your company
Step 2: Click on administration and then data export import
Step 3: Then Import masters from excel and configure the format of data field as per excel column
Step 4: Specify the excel data sheet & Import it.

Facing issue while importing account master with their opening balances from excel into BUSY. How do i troubleshoot this?

If you are facing issue while import account master data from excel, then you need to check these troubleshooting steps:
Step 1: Make sure all the fields are correctly maped with the excel sheet.
Step 2: Ensure that excel file path, starting & ending row, sheet number are correct.
Step 3: If facing issue in opening balance then check you have selected correct opening amount field.

How do I copy account names into Excel and then paste back into the software?

To copy account names into Excel, export the account master list in excels or just copy the account master name and paste in excel.
Method 1
To export account master list
Step1: Go administration menu.
Step2: Select the master and click on account 
Step3: Then click on list, open the account list and export in excel. 
Point2: And also copy paste account master back in BUSY.

How to import data in BUSY from excel file?

To retrieve data given by a third party and run it in BUSY Accounting software, you can import the data through Excel by following these steps: Administration > Data Export Import > Import Vouchers from Excel > Select Voucher Type > Create Format > Configure Format of data field as per Excel column > Specify the Excel data sheet & Import it.

Incorrect account numbers after QuickBooks import. Fix?

If you are experiencing incorrect account numbers after importing data from QuickBooks into BUSY, you can fix this issue by manually editing the account numbers in BUSY. You will need to go to:
 Step 1 : Click on administration
 Step 2 : Masters
 Step 3 : Accounts
 Step 4 : Modify
 Step 5 : Change the incorrect account numbers manually and save

While Import Item Master From Excel, the Tax Category not Importing in BUSY. How do i troubleshoot this?

If the Tax category is not importing while import item master from excel in BUSY, then you need to check these steps:
Step 1: Check you have selected correct field with correct excel column.
Step 2: Ensure that the tax category name mentioned in the excel sheet should be same as in BUSY. You can copy from BUSY and paste into excel sheet.

How can I export my BUSY item list with aliases to an Excel sheet for bulk updation?

To export an item master list with alias to an excel sheet, follow these steps:
Step 1: Go to Administration and click on Master.
Step 2: Click on Item and open list of item master.
Step 3: Alias field is already added in the default format.
Step 4: Choose Export option or press ALT+E shortcut key and select data format Microsoft Excel.

Frequently AskedQuestions