Frequently Asked
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Find Solutions to Common Issues Related to data-conversion - xml pdf

FAQs

I am unable to send a PDF on WhatsApp from BUSY. What should I do to resolve this?

 The reason for facing problems with uploading PDFs in BUSY could be due to errors in the file upload process or issues with the PDF file itself. It is recommended to check for any error messages or try re-uploading the PDF file after ensuring it is in the correct format... 

I am not able to generate Form and other annual tax statements for employees. What should I do?

 Form 16A is a certificate for tax deducted at source for salary. On clicking the Form 16 A (Salary) option, a Printing Options window appears. Given here are the data fields that appear in the Printing Options window.
Printing Options,Select Employee Range ,Select Employee / Group .Starting Date.Ending Date
Print...

What is the process to create a second company with zero transactions and only copy masters from an existing company in BUSY?

 The process to create a second company with zero transactions and only copy masters from an existing company in BUSY below are the steps to follow:-
Step 1: Open the BUSY and click on the Create company option. There is an option for Copy Masters and Configuration at the bottom...

How can I customize the exported reports/documents from BUSY software?How do I upload my existing data into BUSY? What formats are supported?

 If you want to customize the exported report or document, export it to Excel, and then add columns or rows as needed to meet your requirements..
If you want to import your existing data into BUSY, you can do so using the XML import process and here are the steps...

How do I transfer the details of items and customers from one company to another in BUSY Accounting Software?

 If you want to transfer the details of items and customers from one company to another in BUSY you can use xml export/import feature in BUSY
Follow these steps to transfer the details of items and customers from one company to another:
Step 1: Open that company from you want to copy the masters of item and accounts
Step 2: Then Go to administration menu
Step 3: Then click on data export import
Step 4: Then click on data export/import(xml)
Step 5: Then click on export data
Step 6: Then tick the master you want to transfer such as account and item as required
Step 7: Afterwards provide the specific path where you want to export the masters and click on export button
Step 8: After successful completion of export open the company in which you want to import the masters
Step 9: Then Go to administration menu
Step 10: Then click on data export import
Step 11: Then click on data export/import(xml)
Step 12: Then click on import data
Step 13: Then select the path of your previously exported xml file
Step 14: Then click on ok button to proceed for a import process
Note- XML export import feature will only work in case you have standard and onwards edition of BUSY

How can I transfer masters from one company to another?

 To copy masters from one company to another in BUSY follow these steps:
Step 1: Open company from which you want to copy master
Step 2: Then go to Administration menu and then select data export import option.
Step 3: Then select data export import XML option after that you will see two option export data and import data and then select export data option.
Step 4: Then you will see two option again masters and transactions and then select masters option.
Step 5: Then select account or item as per your requirement and other details to export.
Step 6: Then select file path where you want to export file then select export option to export file.
Step 7: Then open another company where you want to copy masters.
Step 8: Then go to Administration menu and then select data export import option.
Step 9: Then select data Export Import XML option after that you will see two option export data and import data and then select import data option.
Step 10: Then select exported file path for importing masters and then OK to start the process and after completing the same a confirmation message will appear on the screen.

How do I export and import item master only, from one company to another company?

 For import the item master from one company to another company you can use the XML option below the given steps:
Step 1: You can import all item master from one company to another company via the XML option that is available in BUSY from Standard Model onwards.
Step 2: First you have to open the company from which you want to export item masters.
Step 3: Then Go to the Administration menu and then click on the Data Export Import option.
Step 4: After that click on Data Export / Import (XML) option and then click on Export data.
Step 5: Click on Masters and select master types for export and then select file path and click on Export.
Step 6: Then open another company in which you want to import masters.
Step 7: Go to the same option of Data Export / Import (XML) option but here you have to click on the Import option.
Step 8: Browse the location where you exported data in XML then import it by clicking on the Import option.
Note: Take backup of your data before running this process.

Is there a way to transfer the parties and item from one company to another in BUSY?

 Yes, there is a way to transfer the parties and items from one company to another in BUSY, follow these steps to transfer the parties and items from one company to another:
Step 1: Open company from which you want to copy master
Step 2: Then go to Administration menu and then select data export import option.
Step 3: After that select data export import XML option and then select export data option.
Step 4: Now select masters option and then select account or item as per your requirement and other details to export.
Step 6: After that select file path where you want to export file then select export option to export file.
Step 7: Then open another company where you want to copy masters.
Step 8: Now go to Administration menu and then select data export import option.
Step 9: After that select data Export Import XML option after that select import data option.
Step 10: Then select exported file path for importing masters and then press OK to start the process and after completing the same a confirmation message will appear on the screen.

How can I import my all masters from one company to another company?

 For import the master from one company to another company you can use the XML option below the given steps:
Step 1: You can import all master from one company to another company via the XML option that is available in BUSY from Standard Model onwards.
Step 2: First you have to open the company from which you want to export masters.
Step 3: Then Go to the Administration menu and then click on the Data Export Import option.
Step 4: After that click on Data Export / Import (XML) option and then click on Export data.
Step 5: Click on Masters and select master types for export and then select file path and click on Export.
Step 6: Then open another company in which you want to import masters.
Step 7: Go to the same option of Data Export / Import (XML) option but here you have to click on the Import option.
Step 8: Browse the location where you exported data in XML then import it by clicking on the Import option.
Note: Take backup of your data before running this process.

How to import/export data in BUSY?

 For Tally to BUSY, We have Utility for Data Conversion of Tally to BUSY. Pls Follow Below Steps:
Step 1: Download Tally to BUSY utility from our site www.busy.in
Step 2: Install it then in BUSY will show in Add On option in company.
Step 3: Export Xml data of Masters and Vouchers from Tally.
Step 4: In BUSY, Click on Add on option.
Step 5: Select Sale/Purc type
Step 6: Specify Xml Folder path for Masters & Transaction.
Other Software : In BUSY, Can import data through Excel from Other Software.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Data Export Import
Step 3: 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.
XML Export/Import : We can export data from one company and import it in another company.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Data Export Import
Step 3: Data Export Import XML
Step 4: Export and Import

Note :- Do Process After Data Backup

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