Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
I need to import a large item list from Excel is there anything I should know or do differently?
In BUSY can import Master / Voucher from Excel. Let us understandard in detail.
Steps for Import Master from Excel:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Master from MS Excel option and select the type of master that you want to import, such as Items, Accounts, etc.
Step 3: Here, you need to map the fields in BUSY with the columns in Excel.
Step 4: After mapping all the columns, 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.
I am having issues with importing or exporting data in the software. How can I properly import/export data?
If you having issues with importing or exporting data in the software, you can follow these steps:
Step 1: Export your data from your old software in an Excel-compatible format.
Step 2: 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.
What is the process to import transactions from an Excel file into BUSY?
To import transactions from an Excel file into BUSY, you need to:
Step 1 : First ensure that the Excel file is formatted correctly.
Step 2 : The file should contain all the necessary fields required for importing transactions into BUSY.
Step 3 : Once the Excel file is prepared, you can go to the Import section in BUSY and select the option to import transactions.
Step 4 : Choose the Excel file from your computer and follow the prompts to map the fields in the Excel file to the corresponding fields in BUSY.
Step 5 : Once the mapping is done, you can proceed with the import process. BUSY will validate the data and import the transactions into the software.
How Can i import vouchers from excel?
Yes you can import vouchers from my excel by following these steps:
Step 1: Go to administration menu
Step 2: Then click on data export import option
Step 3: Then click on import vouchers from excel button
Step 4: Then select the voucher type and select the format
Step 5: If format is not configured click on configure button at the top right
Step 6: Then select the voucher such as sale ,purchase and click on add format
Step 7: Then select the format name and click on configure button
Step 8: Configure the format and save the changes
Step 9: Afterwards go back to the previous window of excel import and then select the appropriate option as required and then select the excel file path and proceed for the data import
Can i import vouchers from excel?
Yes you can import vouchers from my excel by following these steps:
Step 1: Go to administration menu
Step 2: Then click on data export import option
Step 3: Then click on import vouchers from excel button
Step 4: Then select the voucher type and select the format
Step 5: If format is not configured click on configure button at the top right
Step 6: Then select the voucher such as sale ,purchase and click on add format
Step 7: Then select the format name and click on configure button
Step 8: Configure the format and save the changes
Step 9: Afterwards go back to the previous window of excel import and then select the appropriate option as required and then select the excel file path and proceed for the data import
Import issues and handling duplicate vouchers?
If you want to import any voucher in BUSY and facing duplicay in vouchers, please follow the given steps
Step 1 First check voucher number are mentioned in excel or not
Step 2 If not then mention in excel sheet
Step 3 Go on administration
Step 4 Click on configuration
Step 5 Click on voucher series configuration
Step 6 Click on transaction type and select series
Step 7 Click on voucher numbering
Step 8 Select here numbering type MANUAL and import the vouchers
Step 16 After enter transaction do this option automatic
Step 17 At time of doing voucher numbering automatic it will ask for renumber, select click there NO
To set import format in BUSY, please contact to our customer support helpline
I received an error that my BUSY data is not reaching Excel when exporting GST files. What is causing this and how do I fix it?
The Excel file may show error during GST data export in BUSY due to compatibility issues with the version of Microsoft Excel being used. It is recommended to get the Excel file repaired by an IT person or use a government template for importing data in offline tools.
And you should ensure the below mentioned points :
1 : Excel and BUSY should be install in same drive
2 : You have to select UK language through region from control panel
3 : Make you are using microsoft excel version 2010 or higher as per govt. portal.
4 : After check above all process still same then you have to repair you excel from programs and Features option of control panel.
How can I resolve the issue of incorrect data in BUSY after importing my expenses excel sheet?
To resolve the issue of incorrect data in BUSY after importing your expenses Excel sheet, you can follow these steps:
1. Check the formatting of your Excel sheet to ensure it matches the required format for importing into BUSY.
2. Verify that the data in your Excel sheet is accurate and correctly entered.
3. Double-check the mapping of columns in BUSY to ensure they are correctly aligned with the corresponding data in your Excel sheet.
4. If there are any missing or incorrect entries, manually update them in BUSY after importing the data.
5. Review the tax rates and calculations in BUSY to ensure they are accurate for your expenses.
6. If the issue persists, contact BUSY's customer support for further assistance.
How can i modify contra entry through excel in BUSY?
To modify contra entry 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 Contra in 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.
I want to export all invoices for a particular period to Excel/PDF. What is the process to do that?
To export all invoices for a particular period to Excel or PDF in BUSY, you can follow these steps:
1. Open the software and navigate to the "Reports" section.
2. Select the "Invoices" or "Sales" report option.
3. Choose the desired period for which you want to export the invoices.
4. Customize the report by adding or removing columns as needed.
5. Click on the "Export" button and select either Excel or PDF format.
6. Choose the destination folder where you want to save the exported file.
7. Click on "Export" to generate and save the invoices in the selected format.
Please note that the specific steps may vary slightly depending on the version of BUSY you are using.