Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
How to export document/ reports from BUSY
You can easily export your reports and data from BUSY to different file formats using the export feature. This feature allows you to export your data from various reports, such as accounts, inventory, etc. To use this feature, you need to follow these steps:
Step 1: Open the report that contains the data that you want to export, such as accounts, inventory, etc.
Step 2: Click on the export button or press ALT+E on your keyboard to open the export window.
Step 3: Choose the file format that you want to export your data to, such as Excel, CSV, PDF & Google Sheet. You can also change the file name and location if needed.
Step 4: Click on the OK button to export your data.
We recommend to always try with latest version of BUSY
I imported a CSV file of transactions into BUSY but not all the transactions imported correctly. Some amounts and dates are wrong. What should I do to fix the imported transactions?
To import an Excel file of transactions into BUSY, but not all the transactions are imported correctly, you can follow these steps:
Step 1: Export your data from your old software in an Excel-compatible format.
Step 2: Open BUSY, go to the Administration section, and select Data Export/Import.
Step 3: Choose the option to import vouchers from Excel.
Step 4: Define the format in BUSY based on your Excel file and map it correctly.
Step 5: Once the format is set, select your exported data file and follow the instructions to map the fields correctly.
Step 6: Review the imported data for accuracy and make any necessary adjustments.
Step 7: With the data imported, you're ready to start using BUSY for all your accounting needs.
After following the above option, amounts and dates will be imported properly.
I am facing compatibility issues with BUSY Excel Exporter, how to resolve this?
If you are not able to export data from BUSY to excel, you can follow these troubleshooting steps:
Step 1: Make sure that Excel and BUSY are installed on the same drive. For example, if BUSY is on C: drive, then Excel should also be on C: drive.
Step 2: Make sure you BUSY is running as an administrator.
Step 3: We recommend to use Excel 2010 or a newer version.
Step 4: You can also try after online repair the MS office by going to Control Panel.
Step 5: Go to programs and features and look for MS office.
Step 6: Right click on it and then select repair option.
Step 7: After complete the process restart your system and check if the issue is resolved or not.
Is it possible to import multiple voucher through excel in BUSY?
Yes, it is possible to import multiple voucher through excel in BUSY. Follow these steps to import voucher from excel:
Step 1: Go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Vouchers from Excel option and select the required voucher type.
Step 3: After selecting the voucher type, click on the configure button and create a format for the voucher.
Step 4: Then, map the fields in BUSY with the columns in Excel. You can select the fields from the drop-down list and match them with the Excel columns.
Step 5: Select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file. Then, click on the Import button and wait for the import process to complete
How can I configure the format for importing vouchers from Excel?
To configure the format for importing voucher 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 Vouchers from Excel / Google Sheet option and select the voucher type such as Sales, Purchase, etc.
Step 3: Then click on the configure button and Add format then configure it.
Step 4: Map the fields in BUSY with the columns in Excel Sheet.
Step 5: Now, select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file.
Step 6: Then, click on the Import button and wait for the import process to complete.
Please refer also document and video tutorials for know more about the import process.
Recommended steps to troubleshoot common problems faced during data import and exporting from excel.
Recommended steps to troubleshoot common problems faced during data import and exporting from excel in BUSY as mentioned below:
Step 1: Ensure that you are using MS excel app 2010 and above.
Step 2: Check that the BUSY and MS office should install in same drive.
Step 3: Then check the Region Setting format from Control Panel that it should
be set as English United Kingdom.
Step 4: Also check the BUSY should be excluded from Antivirus.
Step 5: While importing voucher from excel, the excel format is created as per
BUSY compatability
Step 6: Columns should be assigned properly in BUSY excel import format.
Note: If you are using Cloud services like Aloof, RDP or TS+, then you should
have permission to the export import from system.
issue in excel printing while importing parameter wise data
1.Use the right Excel version: Make sure you're using MS Excel 2010 or a newer version.
2.Check installation location: Confirm that BUSY and MS Office are on the same drive.
3.VeriFinancial Year region settings: Set the Region Format in Control Panel to English United Kingdom.
4.Exclude BUSY from antivirus: Ensure BUSY is excluded from antivirus software.
5.Format Excel for BUSY compatibility: Align the Excel format with BUSY compatibility when importing vouchers.
6.Assign columns correctly: Check proper column assignments in the BUSY Excel import format.
7.Create a new master if needed: Choose to create a new master for vouchers if it doesn't exist in BUSY with enabled parameter wise details option in master.
8. also check the parameter details in excel is correct or not and make sure the field you selected related parameters is valid.
How do I modify the multiple sales invoice through excel in BUSY?
To modify multiple sales invoice through excel in BUSY, follow these steps:
Step 1: Go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Vouchers from Excel option and select the sales voucher type.
Step 3: After selecting the voucher type, click on the configure button and create a format for the voucher.
Step 4: Then, map the fields in BUSY with the columns in Excel. You can select the fields from the drop-down list and match them with the Excel columns.
Step 5: Next, Click on modify existing voucher then Select the Excel File Path along with Starting & Ending Row and Sheet Number of your Excel file. Then, click on the Import button and wait for the import process to complete
How can I import data from an Excel spreadsheet into BUSY?
To import data from Excel spreadsheet to BUSY, you can follow these steps:
Step 1: Make sure you have a valid BUSY license.
Step 2: Export your data from your old software in an Excel-compatible format.
Step 3: Open BUSY, go to the Administration section, and select Data Export/Import.
Step 4: Choose the option to import vouchers from Excel.
Step 5: Define the format in BUSY based on your Excel file and map it correctly.
Step 6: Once the format is set, select your exported data file and follow the instructions to map the fields correctly.
Step 7: Review the imported data for accuracy and make any necessary adjustments.
Step 8: With the data imported, you're ready to start using BUSY for all your accounting needs.
When I export the Sales Register from BUSY, the sales return data is not getting captured. How can I export both sales and returns data together?
When export sales register from BUSY but it doesnt include sales retrun in it,it means while laoding sales register,you have not enabled include sales reutrn option.To export sales register including sales return.follow these steps
Step 1 Go to display and then account books
Step 2 Go to account registers standard
Step 3 Then select sales register,then sale types and parties either all or groupwise
Step 4 Then select date range and other required options
Step 5 Before opening report,enable include sale return option and then laod the report
Step 6 Now you can check sales with sales return higlighted with red colour and amount with minus sign
Step 7 Now use alt+E or click on export and then export in required format on selected path