Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
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.
Can you help me importing the sales data from Excel?
To import the sales data from the excel then follow the below steps.
Step 1: Click on Administration and sub menu Data Export Import
Step 2: Select the Import Vouchers from Excel option and Select the required Voucher Type as sales whose data you want to import it
Step 3: Then Click on configure button and choose the purchase
Step 4: Then add format and that format will show when you click on plus sign on sales
Step 5: Then Configure the Format by adding the data field as per your need and specify the excel column name and save it.
Step 6: Go to main window of import voucher from excel and select the format.
Step 7: Then tick the create new masters option if the masters does not exists in the company and tick Item master options if you want to pick data from it.
Step 8: At the bottom you have select the excel sheet path and Import it.
Can you explain how to export data from BUSY?
Yes, you can export data from BUSY by using the export feature. You can find the export feature in the Reports section of the software. From there, you can select the data you want to export and choose the format you want to export it in, such as Excel or PDF. For example, you can follow these steps to Export Sales Register.
Step 1: Go to Display Menu and click on Account Books option
Step 2: Enter on Account Registers (Standard) and click on Sales Register option.
Step 3: Select All Sales type, All Parties option
Step 4: Sales Register window will open select required option & date range.
Step 5: Click on OK.
Step 6: Sales Register report will view on screen,
Step 7: Click on Export option
Step 8: Export Report data window will open select data format to export Excel, PDF, HTML
Step 9: Select file name and location for export and click on OK
How do I import data from Excel/CSV files into BUSY?
In BUSY, you can import masters such as Items, Accounts, Brokers, Authors, Employees, Contacts, and Bill of Materials. Additionally, you can import vouchers including Sales, Purchase, Sales Return, Purchase Return, Stock Transfer, Material issued to the Party, Material Received from the Party, Payment, Receipt, Journal, Contra, Debit Note (Without Items), and Credit Note (Without Items).
To import data from Excel/CSV files into BUSY, follow these steps:
1. Open BUSY.
2. Administration
3. Data Export Import
4. Import Master from Excel [For master import]
5. Import Voucher from Excel [ For voucher import]
6. Configure and connect the Excel field with BUSY fields
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.
For further details, you can refer to the BUSY YouTube channel to enhance your knowledge.
Contact 24 x 7 BUSY support [8282828282] if needed.
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