Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
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.
How do I import my existing financial data into BUSY?
To import your existing financial data into BUSY by these steps:
Step 1: Go to Administration
Step 2: Data Export/Import
Step 3: There are variour options for import data such as Excel / XML / Access / SQL(According to your database).
You can also import Tally data into BUSY by using these steps:
Step 1: Go to our official website “www.busy.in” and click on the resources and download tab.
Step 2: Find the Tally2BUSY setup and click on the download button.
Step 3: After you have installed the setup, you can import your Tally data into BUSY by following these steps:
(i) Open your company in BUSY and go to the Add-on tab.
(ii) Click on the Tally2BUSY option and select the folder where your Tally XML files are stored.
(iii)Click on the import button and wait for the process to complete.
You can follow the instructions provided in the software's user manual or contact customer support for detailed guidance on the import process.
Can I import purchase orders into BUSY?
Yes, you can import purchase orders into BUSY, follow these 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 Purchase Order.
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 to import, export, and migrate data in BUSY?
To export data from BUSY, you can go to the respective report (e.g., Accounts, Inventory, etc.), select the desired data, and use the "Export" (ALT+E) option to export it in a compatible file format such as Excel, CSV, PDF & Google Sheet.
For Import Data.
BUSY offers various ways to import data from different sources. You can find the Data Export Import option under the Administration menu and choose one of the following methods to import data:
1.Import Master / Voucher from Excel
2.Data Export /Import (XML)
3.Import Data from SQL
4.Import Data from Access
You can choose from one of them to import your data in BUSY.
Further if you have an old data of BUSY you can migrate in the current version by open that company. You will see a pop-up window asking you to convert the data to the current version. Before you proceed, make sure you take a backup of your data to avoid any loss or corruption.
