Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
How to export invoices from BUSY?
To create a PDF file of your invoice, you can follow these steps:
Step 1: Open the invoice that you want to export from BUSY.
Step 2: Click on the Print button or press ALT+P on your keyboard to open the print window.
Step 3: Select the printing format that you prefer and click on the Export button.
Step 4: Choose your Data Format and select the location where you want to save the PDF file.
Step 5: Click on the OK button to export your invoice to PDF.
How do I export invoice details from BUSY
You can export invoice details from BUSY
Please follow the given steps
Step 1 Open the invoice you want to export
Step 2 Press CTRL + P, selet here invoice type and format
Step 3 Click on Export and select data format PDF and do export
If you want to export report of invoice details, please follow the given steps
Step 1 Open the respective voucher report
Step 2 Press ALT + E and select data format and do export
While import data through excel showing error, how can I import voucher from excel to BUSY without error.
If you want to import voucher from excel to BUSY do follow given steps:
Step 1: Go to Administration Menu
Step 2: Click on Data Export Import option
Step 3: Under Data Export Import click on Import Vouchers from Excel option
Step 4: In Import vouchers from Excel window select voucher type sales.
Step 5: First Configure format as per excel data format.
Step 6: select required details.
Step 7: select file for import and click on Import option.
Make sure you're using MS Excel 2010 or a newer version.
I am unable to import bank statements into BUSY. How can I fix this?
If you are unable to import bank statements into BUSY, you can try the following steps to fix the issue:
1. Prepare excel sheet for journal ,contra, recipt and payment entries seperately.
2 .In BUSY, click on administartion menu and select data export option.
3. Click on import vouchers from excel option and create format for each voucher type.
4. Enter all details and mention excel file path then do import.
5. If the issue persists, contact BUSY support for further assistance.
How do I export the bill details into a file?
To export the outstanding report with bill details from BUSY, you need to follow these steps:
Step 1: Go to Display menu then go to Outstanding Analysis.
Step 2: Select either Bills Receivable or Bills Payable as required.
Step 3: Select the option Bill wise (Combined) and enter the date range.
Step 4: After opening the report click on the Export button or press ALT+E.
Step 5: Select the data format such as Microsoft Excel, Google Sheet, PDF, CSV, etc and choose the file path the proceed.
How can I track the progress of data export from BUSY software to Excel/CSV files?
To track the progress of data export from BUSY software to Excel/CSV files we can check the given points
1.When we select path from local drive in BUSY to export file and proceed then number of entries in progress shown at end of report exporting in excel
2.After file exported successfully in selected path,it suggest us to open file or not
3.We can also check exported file later in selcted path or folder as files automatically saved in the same path
Can you guide the process of importing debit note vouchers from Excel?
To import debit note voucher from excel in BUSY, follow these steps:
Step 1: Go to Administration section then click on Data Export Import.
Step 2: Select Import Vouchers from Excel then Select Voucher Type.
Step 3: Click on configure then select the required voucher and create the format of data field as per excel column.
Step 4: Specify the excel file path with excel sheet number and starting and ending row then click on import tab.
Note- Take the latest backup before doing any process.
I am getting errors when trying to import bank statements into BUSY. How can I troubleshoot this?
for importing bank statements to BUSY See the following step:
Step 1: Adjust Bank Statement Colum Wise
Step 2 Click on Administration, then go to the Data Export Import Menu.
Step 3: Click on Import Voucher from Excel.
Step 4: Select Voucher Type Payment
Step 5: Click on Select Format and Create. Configure it as per Excel.
Step 6: After configuring the format Select Excel Path and ensure sheet number, starting row, and ending row.
Step 7: Click on the import tab for the import payment voucher.
How can I resolve missing entries and ensure all data is imported from Excel to BUSY?
To resolve missing entries and ensure all data is imported from Excel to BUSY, you will need to manually add the missing entries in the software. There is no direct way to import the missing data from Excel to the software. However, you can export the data from the software to an Excel sheet and make sure the format is similar to the transaction format in the software. This will allow you to import the data back into the software.
What steps should I take to properly clean my Excel data before importing?
Before importing excel data into BUSY, you should follow these steps to set your excel data:
Step 1: Date column should in date format.
Step 2: No special characters used in the sheet.
Step 3: No extra space availabe in the data, it cause the junk characters in BUSY.
Step 4: Name is correctly spelled in the sheet as mentioned in the BUSY.
Step 5: Remove unnecessary columns.
Step 6: Excel sheet format should be as xls or xlsx.