Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
Is there a way to import data or vouchers through an Excel spreadsheet to avoid having to enter each one manually?
Yes, it is possible to import vouchers through an Excel to avoid manual entry in BUSY Software.
To import voucher from excel, you can follow the below 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 option and select the type of voucher.
Step 3: After selecting the voucher type, click on the configure button.
Step 4: Create a format for the voucher. 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: After mapping all the columns, 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.
Note- Take the latest backup of data before any process.
Please also refer to document and video tutorials for know more about the import process.
How can I migrate data from my old accounting system?
Here is a step-by-step guide on how to import serial numbers into BUSY invoices in bulk using the Data Export Import feature:
Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers.
Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed,
Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data.
Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers.
Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process.
Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.
Some of my bills are missing after importing voucher from excel to BUSY. How to ensure all bills are imported successfully?
To ensure that all bills are imported successfully in BUSY, you can follow these steps:
1. Make sure that the import excel file contains all the bills you want to import from excel to BUSY and that it is in the correct format.
2. Check the import settings in BUSY to ensure that they are configured correctly. Make sure that the settings match the format and structure of your import file such as sheet no. and starting and ending row selected correct or not.
3. After importing the bills, check for any error messages or notifications in BUSY. These messages can provide information about any issues or errors that occurred during the import process.
4. BUSY usually generates an import log that provides a detailed report of the import process. Review the log to identify any errors or discrepancies that may have occurred during the import.
5. If you have followed the above steps and still have missing bills, it is recommended to reach out to BUSY support for further assistance. They can help troubleshoot the issue and provide guidance on how to ensure all bills are imported successfully.
what is the process for modify voucher numbers & how to export all voucher in excel?
A: For modify voucher number in BUSY please follow the required steps:
1: Take backup of your company in which you want to modify voucher number and make sure no voucher should not be deleted in the mid
2: Go to Adminisration & then configuration
3: Voucher seriesconfiguration & then select the voucher of which voucher you want modify voucher numbing
4: Select series defualt series is main & Click on voucher numbering
5: through voucher you add & change prefix & suffix of voucher number & starting number of voucher number u can change etc
6: Made changes according to your requirement & if you want to modify existing voucher then click on yes button of renumber window & then save configuration
B: For export all voucher list excel follow the below steps:
1: Open list of voucher
2: pess alt+E on list or you can click on export option which is avalaible on top of the list
3: then select Micro. Excel and specify the export location in file path
4: click on export tab and done
How do I import data from Excel or other accounting software into BUSY
Here is a step-by-step guide on how to import data into BUSY invoices in bulk using the Data Export Import feature:
Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers.
Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed,
Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data.
Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers.
Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process.
Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.
Can I import or export data from BUSY to other formats
Here is a step-by-step guide on how to import data into BUSY invoices in bulk using the Data Export Import feature:
Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers.
Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed,
Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data.
Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers.
Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process.
Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.
How do I import transactions into BUSY
Here is a step-by-step guide on how to import data into BUSY invoices in bulk using the Data Export Import feature:
Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers.
Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed,
Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data.
Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers.
Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process.
Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.
97 and Above Error showing While Exporting Reporting in Excel
If you face an 97 and Above Error while exporting an excel sheet from BUSY, you can follow the below steps to fix it:
Step 1: Close the excel sheet if it's already open.
Step 2: If the issue persists, go to the desktop, then right-click on the taskbar and click on the Task Manager option.
Step 3: Search for Excel in the process option, and if it shows up, click on it, and then click on the End task option.
Step 4: If the issue still persists, open the control panel, click on the Uninstall a program option, then click on the Microsoft Office, option and finally click on the Repair option.
Step 5: After completing the repair process, restart the system and check whether the issue is resolved.
Step 6: If the issue still persists, reinstall BUSY in the same drive in which Excel is installed.
Step 7: If any antivirus using then exclude BUSY and Excel from it.
Step 8: For Excel, it is recommended to use Microsoft Office 2016 and above.
Step 9: If the issue still persists, the final option would be to do a system format.
While exporting an excel file from BUSY then showing Input output error.
If you face an Input output error while exporting an excel sheet from BUSY, you can follow the below steps to fix it:
Step 1: Close the excel sheet if it's already open.
Step 2: If the issue persists, go to the desktop, then right-click on the taskbar and click on the Task Manager option.
Step 3: Search for Excel in the process option, and if it shows up, click on it, and then click on the End task option.
Step 4: If the issue still persists, open the control panel, click on the Uninstall a program option, then click on the Microsoft Office, option and finally click on the Repair option.
Step 5: After completing the repair process, restart the system and check whether the issue is resolved.
Step 6: If the issue still persists, reinstall BUSY in the same drive in which Excel is installed.
Step 7: If any antivirus using then exclude BUSY and Excel from it.
Step 8: For Excel, it is recommended to use Microsoft Office 2016 and above.
Step 9: If the issue still persists, the final option would be to do a system format.
How can I migrate my data from my current accounting software to BUSY?
You can import data directly from Tally to BUSY using the available Add-on. However, for other software, you can follow these Excel import steps.
1. Export your master and voucher information from your current accounting software in a compatible format, such as CSV or Excel.
2. Open the BUSY and go to the Administration
3. Data Export Import
4. Then go to the "Import master from Excel" then Import the Items and Accounts first
5. then import the transaction vouchers from Excel through the "Import vouchers from Excel" utility
6. Connect the Excel field with the BUSY fields in the configuration window
7. Specify the Excel file path
8. Specify the Excel sheet number, starting row and ending row
9. Import
10. To import vouchers, you can configure the format and tag the components with Excel column data.
11. It is suggested to set the Voucher series template number as 'manual' when importing vouchers.
12. After importing, reconcile the values and the number of vouchers in the data.
For further details, you can refer to the BUSY YouTube channel to enhance your knowledge.
Contact 24 x 7 BUSY support [8282828282] if needed.
