Frequently Asked
Questions

Q: What is the process to share BUSY data with my Chartered Accountant

If your CA uses BUSY software as well, you can share your data with him by taking a backup. To take a backup of your data, follow these steps: Step 1: Open BUSY and select "Backup Dataoption from Company tab. Step 2: choose the company that you want to backup. Step 3: Enter your username and password if required and select the location where you want to save your backup file. Step 4: Select the financial year that you want to backup, either All F.Y. or Selected F.Y. and click on the OK button to start the backup process. In case your CA does not use BUSY software, you can still share your data with him by exporting it in formats such as Excel and DAT. Then, you can ask your CA to import those files into his software.

Q: I imported transactions from my bank but they did not show up in the right accounts in BUSY. What should I do to get them into the correct accounts?

To get them into the correct accounts, where you imported transactions from your bank but they did not show up in the right accounts in BUSY, you need to follow the below steps: Step 1: Export your data from your bank in an Excel-compatible format. Step 2: Go to the Administration section and select Data Export/Import. Step 3: Choose the option to import vouchers from Excel. Step 4: Define the format in BUSY based on your Excel file and map it correctly. Step 5: Once the format is set, select your exported data file and follow the instructions to map the fields correctly. Step 6: Review the imported data for accuracy and make any necessary adjustments. Step 7: With the data imported, you're ready to start using BUSY for all your accounting needs.

Q: How can I import expense entries in BUSY through Excel?

If you want to import expense entries in BUSY through excel, you need to 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 / Google Sheet option and select the voucher type as Journal or Payment for expense entries. Step 3: Then click on the configure button and create a format for the voucher. Step 4: Map the fields in BUSY with the columns in Excel Sheet. Step 5: Now, 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. Please refer also document and video tutorials for know more about the import process.

Q: How can I import data of outward sales?

To import Sales Data, please follow below steps: Step 1: 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.

Q: How can I match customer names during import to avoid duplicates in BUSY?

To match customer names during import and avoid duplicates in BUSY, you can follow these steps: 1. Before importing, ensure that the customer names in your import file match the existing customer names in BUSY. 2. Use the "Find and Replace" feature in your spreadsheet software to clean up any inconsistencies or variations in customer names. 3. Make sure to remove any leading or trailing spaces, special characters, or extra punctuation marks in the customer names. 4. Double-check for any duplicate customer names in your import file and remove them to avoid creating duplicate entries in BUSY. By ensuring that the customer names in your import file match the existing names in BUSY, you can successfully match customer names and avoid duplicates during the import process.

Q: I am not able to import/export data from/to Excel in BUSY. What could be the issue and how can I fix it?

Here are possible reasons if you are not able to import/ export voucher from excel in BUSY as mentioned below: Step 1: Ensure that you are using MS excel app 2010 and above. Step 2: Check that the BUSY and MS office should install in same drive. Step 3: Then check the Region Setting format from Control Panel that it should be set as English United Kingdom. Step 4: Also check the BUSY should be excluded from Antivirus. Step 5: While importing voucher from excel, the excel format is created as per BUSY compatability Step 6: Columns should be assigned properly in BUSY excel import format. Note: If you are using Cloud services like Aloof, RDP or TS+, then you should have permission to the export import from system

Q: How to export document/ reports from BUSY and what is the recommended setting for export

You can easily export your reports and data from BUSY to different file formats using the export feature. This feature allows you to export your data from various reports, such as accounts, inventory, etc. To use this feature, you need to follow these steps: Step 1: Open the report that contains the data that you want to export, such as accounts, inventory, etc. Step 2: Click on the export button or press ALT+E on your keyboard to open the export window. Step 3: Choose the file format that you want to export your data to, such as Excel, CSV, PDF & Google Sheet. You can also change the file name and location if needed. Step 4: Click on the OK button to export your data. We recommend to always try with latest version of BUSY

Q: Can you guide me on how to use Data Export/Import (XML) in BUSY?

For Data Export /Import (XML) in BUSY , please follow below steps: Step 1: Go to Administration menu. Step 2: Select Data Export Import option. Step 3: And then select Data Export/Import (XML) . Step 4: if you want to Export data click on Export Data ,And if you want to import then click on Import Data . Step 5: Under Export data option need to select Master or Transactions. Step 6: Select exports masters data or select export transactions data . Step 7: And then select date and Export file location path . Step 8: And click on the Export button ,wait till export process completion. Step 9: If you select Import data , you have to browse XML file path and click on the ok button. Step 10: Start Import process .

Q: Why can't I import my bank transactions into BUSY?

There could be several reasons why you are unable to import your bank transactions into BUSY. Some possible reasons include: Step 1 : Check the format configure as per excel Step 2 : The file should contain all the necessary fields required for importing transactions into BUSY. Step 3 : Once the Excel file is prepared, you can go to the Import section in BUSY and select the option to import transactions. Step 4 : Choose the Excel file from your computer and follow the prompts to map the fields in the Excel file to the corresponding fields in BUSY. Step 5 : Once the mapping is done, you can proceed with the import process. BUSY will validate the data and import the transactions into the software.

Q: How can i import data files in BUSY

Import in BUSY depends upon the type of file in which you have your data.To Import data from excel, you need to follow below steps: Step 1: Go to the Administration menu Step 2: Click on Data Export Import option Step 3: Click on Import Vouchers from Excel Step 4: Select Voucher Type Step 5: Create Format Step 6: Configure Format of data field as per excel column Step 7: Specify the Excel data sheet & Import it. Note :- Do Process After Data Backup XML method:To import data in BUSY Step 1: Go to the Administration menu Step 2: Click on Data export/Import, Select data/export import(XML) Step 3: Click on import data, specify folder path where exported data file present Step 4: Click on the OK button to start import process

Find Solutions to Common Issues Related to data-conversion - voucher import export

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

What is the process to share BUSY data with my Chartered Accountant

If your CA uses BUSY software as well, you can share your data with him by taking a backup. 
To take a backup of your data, follow these steps:
Step 1: Open BUSY and select "Backup Dataoption from Company tab.
Step 2: choose the company that you want to backup.
Step 3: Enter your username and password if required and select the location where you want to save your backup file.
Step 4: Select the financial year that you want to backup, either All F.Y. or Selected F.Y. and click on the OK button to start the backup process.
In case your CA does not use BUSY software, you can still share your data with him by exporting it in formats such as Excel and DAT. Then, you can ask your CA to import those files into his software.

I imported transactions from my bank but they did not show up in the right accounts in BUSY. What should I do to get them into the correct accounts?

To get them into the correct accounts, where you imported transactions from your bank but they did not show up in the right accounts in BUSY, you need to follow the below steps:
 Step 1: Export your data from your bank in an Excel-compatible format.
 Step 2: Go to the Administration section and select Data Export/Import.
 Step 3: Choose the option to import vouchers from Excel.
 Step 4: Define the format in BUSY based on your Excel file and map it correctly.
 Step 5: Once the format is set, select your exported data file and follow the instructions to map the fields correctly.
 Step 6: Review the imported data for accuracy and make any necessary adjustments.
 Step 7: With the data imported, you're ready to start using BUSY for all your accounting needs.

How can I import expense entries in BUSY through Excel?

If you want to import expense entries in BUSY through excel, you need to 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 / Google Sheet option and select the voucher type as Journal or Payment for expense entries.
Step 3: Then click on the configure button and create a format for the voucher.
Step 4: Map the fields in BUSY with the columns in Excel Sheet.
Step 5: Now, 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.
Please refer also document and video tutorials for know more about the import process.

How can I import data of outward sales?

To import Sales Data, please follow below steps:
Step 1: 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.

How can I match customer names during import to avoid duplicates in BUSY?

To match customer names during import and avoid duplicates in BUSY, you can follow these steps:
 1. Before importing, ensure that the customer names in your import file match the existing customer names in BUSY.
 2. Use the "Find and Replace" feature in your spreadsheet software to clean up any inconsistencies or variations in customer names.
 3. Make sure to remove any leading or trailing spaces, special characters, or extra punctuation marks in the customer names.
 4. Double-check for any duplicate customer names in your import file and remove them to avoid creating duplicate entries in BUSY.
 By ensuring that the customer names in your import file match the existing names in BUSY, you can successfully match customer names and avoid duplicates during the import process.

I am not able to import/export data from/to Excel in BUSY. What could be the issue and how can I fix it?

Here are possible reasons if you are not able to import/ export 
 voucher from excel in BUSY as mentioned below:
 Step 1: Ensure that you are using MS excel app 2010 and above.
 Step 2: Check that the BUSY and MS office should install in same drive.
 Step 3: Then check the Region Setting format from Control Panel that it should
 be set as English United Kingdom.
 Step 4: Also check the BUSY should be excluded from Antivirus.
 Step 5: While importing voucher from excel, the excel format is created as per
 BUSY compatability
 Step 6: Columns should be assigned properly in BUSY excel import format.
 Note: If you are using Cloud services like Aloof, RDP or TS+, then you should
 have permission to the export import from system

How to export document/ reports from BUSY and what is the recommended setting for export

You can easily export your reports and data from BUSY to different file formats using the export feature. This feature allows you to export your data from various reports, such as accounts, inventory, etc. To use this feature, you need to follow these steps:
Step 1: Open the report that contains the data that you want to export, such as accounts, inventory, etc.
Step 2: Click on the export button or press ALT+E on your keyboard to open the export window.
Step 3: Choose the file format that you want to export your data to, such as Excel, CSV, PDF & Google Sheet. You can also change the file name and location if needed.
Step 4: Click on the OK button to export your data.
We recommend to always try with latest version of BUSY

Can you guide me on how to use Data Export/Import (XML) in BUSY?

For Data Export /Import (XML) in BUSY , please follow below steps: 
Step 1: Go to Administration menu.
Step 2: Select Data Export Import option.
Step 3: And then select Data Export/Import (XML) .
Step 4: if you want to Export data click on Export Data ,And if you want to import then click on Import Data . 
Step 5: Under  Export data option need to select Master or Transactions.
Step 6: Select exports masters data or select export transactions data . 
Step 7: And then select date and Export file location path .
Step 8: And click on the Export button ,wait till export process completion.
Step 9: If you select Import data , you have to browse XML file path and click on the ok button. 
Step 10:  Start Import process .

Why can't I import my bank transactions into BUSY?

There could be several reasons why you are unable to import your bank transactions into BUSY. Some possible reasons include:
 Step 1 : Check the format configure as per excel
 Step 2 : The file should contain all the necessary fields required for importing transactions into BUSY. 
 Step 3 : Once the Excel file is prepared, you can go to the Import section in BUSY and select the option to import transactions. 
 Step 4 : Choose the Excel file from your computer and follow the prompts to map the fields in the Excel file to the corresponding fields in BUSY. 
 Step 5 : Once the mapping is done, you can proceed with the import process. BUSY will validate the data and import the transactions into the software.

How can i import data files in BUSY

Import in BUSY depends upon the type of file in which you have your data.To Import data from excel, you need to follow below steps: 
Step 1: Go to the Administration menu
Step 2: Click on Data Export Import option
Step 3: Click on Import Vouchers from Excel 
Step 4: Select Voucher Type Step 5: Create Format 
Step 6: Configure Format of data field as per excel column 
Step 7: Specify the Excel data sheet & Import it. 
Note :- Do Process After Data Backup
 XML method:To import data in BUSY 
Step 1: Go to the Administration menu 
Step 2: Click on Data export/Import, Select data/export import(XML) 
Step 3: Click on import data, specify folder path where exported data file present 
Step 4: Click on the OK button to start import process

Frequently AskedQuestions