Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
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.
Should I try generating the VVP loan invoices in bulk? Will that solve the errors?
Yes, you can generate a journal voucher for accounting treatment regarding loan, interest on loan etc.
Further, you can generate a journal voucher in bulk by import voucher from excel, you can follow 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 such as journal.
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.
when i export report in excel showing couldn't create output file make sure folder is exist on specify location or micro. excel is greater then ver. what should i do?
Please follow the below steps :
1: Check after change export file location
2: Make sure BUSY installed in same drive in which drive microsoft office is already installed
3: Set compatibility through press click on BUSY icon then go in properties then click on compatibility tab then click on change settings for all user tab set compatibility mode with window 7 & run this program on administrator & down UAC user account control search UAC on start window search option & down
4: Set region of your system open control pannel click on region set language English UK same set in locale & restart your system & check if same
5: open control penel go in programs then press righ click on microsoft office and click on repair online after repair restart your system & check if same
6: you have change your window due to window specific reason you unable to export you can also check export process on another system also if you have
I need to export my customer list from BUSY. Why can't I find the export function?
If you are unable to export list of party masters,it maybe due to restricted user rights to export reports from BUSY and you can chek rights in user configurations.Further if there is issue in excel or any other like google sheet you are exporting data from BUSY.
To export list of parties from BUSY,follow these steps
Step 1 Go to administration
Step 2 Go to masters and then account
Step 3 Then select list
Step 4 You can select standard format or configurable list of account masters
Step 5 Then select all accounts or group of account for your parties you want to export
Step 6 Now load the list of accounts
Step 7 Now use alt+E or on upper right,select export option
Step 8 Now you can select data format like in excel,google sheet,pdf etc
Step 9 Noe select file path from local drive and other options and proceed to export list of parties from BUSY
Step 10 Now can check your file for list of parties on selected path
How do I import bank and credit card transactions into the software?
In BUSY you can import your Bank transactions from the excel sheet after prepare it as the BUSY can recongnize. 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 type of voucher that you want to import, such as Payment , Receipt, etc
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.
Please refer also document and video tutorials for know more about the import process.
How can I import last quarter bank statement into BUSY?
In BUSY you can import your Bank transactions from the excel sheet after prepare it as the BUSY can recongnize. 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 type of voucher that you want to import, such as Payment , Receipt, etc
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.
Please refer also document and video tutorials for know more about the import process.
How do I import bank feeds into BUSY?
In BUSY you can import your Bank transactions from the excel sheet after prepare it as the BUSY can recongnize. 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 type of voucher that you want to import, such as Payment , Receipt, etc
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.
Please refer also document and video tutorials for know more about the import process.
How do I migrate from Tally or other accounting software to BUSY?
To record opening balances during migration through other softwares.
Step1: Click on the Adminstration option
Step2: Click on Data Export Import option
Step3: Click on Import masters or vocuhers from Excel option
Step4: Select which master you want to import(i.e Items, Accounts and Etc) or vouchers you want to import
Step5: After Selecting the master, We have to set the Accounts field and excel as per the configurations.
Step6: For Vouchers,we have the select the desired fields to be imported and confgure BUSY and excel according to desired fields.
Step7: we have to mention the excel file path in there and also the columsn from where, upto where we want to import the same.
To record opening balances during migration through Tally.
Step1: We have a specific utility/Add-on for the same i.e TALLY to BUSY, Install the same.
Step2: From Tally we have to export 2 specific files one is Daybook.Xml and other one is Masters.Xml
Step3: Click on Add-o option in BUSY, Open the utility of TALLY to BUSY
Step4: Mention the location of exported files(Tally files)
Step5: Click on import.
I imported transactions from a excel file but they did not come through correctly. What could have caused this import error and how can I fix it?
To import transaction correctly from excel to BUSY, you can follow the steps below:
Step 1: Go to administration .
Step 2: Then select data export import and click on import vouchers from MS excel
Step 3: Select voucher type you want to import .
Step 4: Click on configure tab for configure format for import voucher
Step 5: Then add new fromat and configure it by mention then columns in which data field is present in excel sheet
Step 6: Select the create format for import voucher
Step 7: Click on add new vouchers
Step 8: Select key fields for voucher you are importing
Step 9: Select options to pick from item master and auto calculate.
Step 10: Choose bill sundry and amount columns details mention in excel sheet
Step 11: Select then excel sheet and sheet number
Step 12: Then mention starting and ending row number from which want to import data
Step 13: Then click on import
By following this steps yoy can import data from excel to BUSY .
The software is creating two separate vouchers when I upload expenses from Excel. How can I customize the Excel template to upload expenses and GST together in one voucher?
In BUSY can import Master / Voucher from Excel. Let us understandard in detail.
Steps for Import Vouchers 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 Vouchers from Excel option and select the type of voucher that you want to import, such as Sale, Purchase, etc.
Step 3: After selecting the voucher type, click on the configure button and 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 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.
Please refer also document and video tutorials for know more about the import process.
