Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
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.
How can I change the due date of multiple bills at once in BUSY?
In BUSY, you can change the due date if multiple bills at once through excel by 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 then click on modify voucher option and select the type of voucher that you want to import, such as sales , purchase 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.
I'm trying to import my bank/credit card statements Through Excel but it's not working. What am I doing wrong?
f you are Importing bank statement in the form of receipt and payment voucher or in journal voucher so you need to make sure all the configure or fields are correct during excel import procedure and those are-
1.Make sure that all the components field in format of voucher are with correct column name in Excel
2 Check all the Fields in Excel import configuration none of them should be missed that is must for bank entries in receipt and payment voucher or in journal voucher .
3. Account name in Excel should be the same as created in BUSY software.
4. Make sure that you have separate Excel sheet for Deposited and payment or withdrawal Amount
5. DR and CR amount and DR and CR Account name should be correct.
6. Sheet no. , starting and ending raw should be correct while ending raw you can leave as Zero and excel path should be Correct.
What could be the reason for data import/export issues in BUSY, and how can I fix them?
Exporting and importing data from BUSY can be done using different options, such as Excel, PDF, XML, etc. However, sometimes you may encounter some issues while performing these operations. Here are some of the common reasons and solutions for these issues:
1. If you are unable to export data to Excel, make sure that BUSY and Excel are installed on the same drive.
2. If you are unable to export data to PDF, make sure that no antivirus software is blocking the BUSY application. Some antivirus software may prevent the application from creating or modifying PDF files. You can try disabling the antivirus software temporarily or adding BUSY to the exception list of the antivirus software.
3. Make sure excel import format is correct as per sheet if facing issue while import data from excel.
4. If you are unable to import data from XML, make sure that both companies have the same configuration in BUSY.
