Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - xml pdf
How can I export my ledger balances and master from my old company to a new company in BUSY Accounting Software?
To import master from one to another company you need to follow some steps:
Step 1: Open your source company and go to Administration.
Step 2: Now click on Data Export Import option and then click on Data Export import XML.
Step 3: Now click on Export option and then select Masters.
Step 4: Now select selected or all master and click on opening or closing balnce or details as per your requirement.
Step 5: Now specify the file path where you want to export data file and then click on Export option.
Step 6: Now open your Target company and then click on Data Export Import option
Step 7: Now click on Data Export import XML and then click on Import Data option
Step 8: Now give the file path of master XML file and click on OK option.
Step 9: Now select the option for details to be update in master then import.
What kind of data can I transfer from the existing firm to the new one?
You can transfer masters and transactions from the existing firm to the new one through XML process by following below steps:
Step1: Go to Administration menu and then click on Data export import option
Step2: Then click on data export/import XML option and then click on export data option
Step3: Now select master and transaction option one by one and then select respective masters and transaction with other required details and specify file path in which you want to export it
Step4: Then open the company in which you want to import masters or trasnaction and then go to administration menu
Step5: Then click on data export import option and select data export/import XML option and then click on import
Step6: Now specify the exported file path in the desired field and click on oK button to start the process and afetr completing the same a confirmation message will appear
Can you explain the process of importing data from one company to another company of a particular financial Year?
Yes, you can import data from one company to another company in BUSY through XML process, you can follow these steps:
1.Export data from source company.
Step 1: Open the source company from which you want to export data.
Step 2: Go to administration section then click on data export import option.
Step 3: Choose the Data export/import (XML) then click on export data.
Step 4: Select master or voucher as per requirement, specify date range , provide file path and then export the same
2.Import data in target company.
Step 1: Take the latest backup of your data.
Step 2: Open the company and switch the financial year in which the data is to be import.
Step 3: Go to administration section then click on data export import option.
Step 4: Choose the Data export/import (XML) then click on import data.
Step 5: Provide file path then press on ok tab and import the data.
Can I transfer data from another company into other in BUSY? If yes, what is the process?
Yes, you can transfer data from one company to other in BUSY through XML process. you can follow the below steps:
1.Export data from source company.
Step 1: Open the source company from which you want to export data.
Step 2: Go to administration section then click on data export import option.
Step 3: Choose the Data export/import (XML) then click on export data.
Step 4: Select master or voucher as per requirement, specify date range , provide file path and then export the same
2.Import data in target company.
Step 1: Take the latest backup of your data.
Step 2: Open the company and switch the financial year in which the data is to be import.
Step 3: Go to administration section then click on data export import option.
Step 4: Choose the Data export/import (XML) then click on import data.
Step 5: Provide file path then press on ok tab and import the data.
The PDF invoice is not getting saved on my desktop after exporting. What should I do?
If the PDF invoice is not getting saved on your desktop after exporting, you can try the following steps:
1. Check the destination folder: Make sure you have selected the correct folder on your desktop to save the PDF invoice.
2. Check file permissions: Ensure that you have the necessary permissions to save files on your desktop. If not, try saving the PDF invoice in a different location where you have the required permissions.
3. Clear cache and restart: Clear the cache of your accounting software and restart the application. Then try exporting and saving the PDF invoice again.
4. Update the software: Make sure you are using the latest version of the accounting software. If not, update it to the latest version and try exporting the PDF invoice again.
If the issue persists, it is recommended to contact the technical support team of the accounting software for further assistance.
Is it possible to transfer data from one company to another?
Yes, you can transfer data from one company to other in BUSY through XML process. you can follow the below steps:
1.Export data from source company.
Step 1: Open the source company from which you want to export data.
Step 2: Go to administration section then click on data export import option.
Step 3: Choose the Data export/import (XML) then click on export data.
Step 4: Select master or voucher as per requirement, specify date range , provide file path and then export the same
2.Import data in target company.
Step 1: Take the latest backup of your data.
Step 2: Open the company and switch the financial year in which the data is to be import.
Step 3: Go to administration section then click on data export import option.
Step 4: Choose the Data export/import (XML) then click on import data.
Step 5: Provide file path then press on ok tab and import the data.
I want to append the new exported Excel report instead of overwriting the existing one for GST purchase register in BUSY. How can I do that?
To append the new exported Excel report instead of overwriting the existing one for GST purchase register in BUSY, please follow below steps :
Step 1 : Within the Display menu, you should find a submenu or option related to GST Reports.
Step 2: Click on it to proceed.
Step 3: In the GST Reports section,Look for the option labeled GST Register select Purchase register.
Step 4: Click on the export button or press ALT+E on your keyboard to open the export window.
Step 5: Specify the same path to overwrite the file on the same .
Step 6: 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 7: Click on the OK button to export your data.
Can I import entries from old company to new company by using XML in BUSY Accounting Software?
Yes, you can import entries from old company to new company by using XML in BUSY follow below steps:
1.Export data from source company.
Step 1: Open the source company from which you want to export data.
Step 2: Go to administration section then click on data export import option.
Step 3: Choose the Data export/import (XML) then click on export data.
Step 4: Select transaction option and select all invoice type, specify date range , provide file path and then export the same
2.Import data in target company.
Step 1: Take the latest backup of your data.
Step 2: Open the company and switch the financial year in which the data is to be import.
Step 3: Go to administration section then click on data export import option.
Step 4: Choose the Data export/import (XML) then click on import data.
Step 5: Provide file path then press on ok tab and import the data.
Is there a way to merge data two financial year data in single company?
In BUSY, we can merge the two financial year data in single company through XML process by follow these steps:
1.Export data from source company.
Step 1: Open the source company from which you want to export data.
Step 2: Go to administration section then click on data export import option.
Step 3: Choose the Data export/import (XML) then click on export data.
Step 4: Select master or voucher as per requirement, specify date range , provide file path and then export the same
2.Import data in target company.
Step 1: Take the latest backup of your data.
Step 2: Open the company and switch the financial year in which the data is to be import.
Step 3: Go to administration section then click on data export import option.
Step 4: Choose the Data export/import (XML) then click on import data.
Step 5: Provide file path then press on ok tab and import the data.
How can I transfer data from one company to another in BUSY?
You can transfer data from one company to another in BUSY through XML process. you can follow the below steps:
1.Export data from source company.
Step 1: Open the source company from which you want to export data.
Step 2: Go to administration section then click on data export import option.
Step 3: Choose the Data export/import (XML) then click on export data.
Step 4: Select master or voucher as per requirement, specify date range , provide file path and then export the same
2.Import data in target company.
Step 1: Take the latest backup of your data.
Step 2: Open the company and switch the financial year in which the data is to be import.
Step 3: Go to administration section then click on data export import option.
Step 4: Choose the Data export/import (XML) then click on import data.
Step 5: Provide file path then press on ok tab and import the data.
