Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - xml pdf
How can I transfer my data from One company to another company?
For Transfering the data from one company to another company you can use the XML option below the given steps:-
Step 1: You can share your data from one company to another company via the XML option that is available in BUSY from Standard or saffron model onwards.
Step 2: First you have to open the company from which you want to carry data.
Step 3: Then Go to the Administration menu after that click on the Data export/Import option.
Step 4: After that click on Data Export/Import (XML) option.
Step 5: Export the Master or Transaction whatever you want to import in another company.
Step 6: Then open another company in which you want to carry data.
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.
How can I import the masters from one company to another?
If you want to import the masters from one company to another please follow these steps:
Step 1: Open the company from you want to import the masters then Go to administration menu
Step 2: Then click on data export import
Step 3: Then click on data export/import(XML)
Step 4: Then click on export data and select the masters
Step 5: Then select the masters type for export as such as account and item etc and tick that
Step 6: If you want to export its balance select the opening and closing balance as required
Step 7: Provide the file path and click on export button
Step 8: After completion of export process open that company in which you want to import the masters
Step 9: Then click on 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 option and provide the file path and proceed for the import process
How do I copy transactions between two company files in BUSY?
To move transactions from one company to another, you can use the Data Export / Import (XML) feature in BUSY. Follow these steps to do this:
Step 1: In the source company, go to Administration and click on Data Export / Import.
Step 2: Choose Data Export / Import (XML) and then Export Data. Select Transactions as the data type.
Step 3: Pick the voucher type and series that you want to move. Also, enter the date range for the transactions.
Step 4: Enter the file path where you want to save the exported data and click on Export.
Step 5: In the target company, go to Administration and click on Data Export / Import.
Step 6: Choose Data Export / Import (XML) and then Import Data. Browse and select the xml file that you have saved earlier.
Step 7: Click on OK and wait for the import process to finish.
What are the different tax categories available in BUSY?How can I merge two companies or delete a company in BUSY?
The different tax categories available in BUSY are None, GST 12%, GST 18%, GST 28%,GST 5%, Nil Rated, Non-GST, Services 18%, Services 5% and Zero Rated further you can create more in BUSY according to requirement.
To merge two companies data you can follow below steps:
From Source Company :
Step 1: Administration
Step 2: Data Export Import
Step 3: XML
Step 4: Export Data
Step 5: Masters and Transactions - Export masters with closing balances and Transaction according to Date range of that Financial Year.
Step 6: In Target Company, Click on Import Option and import it masters and transaction.
Note : Do this Process after Data Backup.
To delete company follow the below process:
Step 1: Go to company menu.
Step 2: Click on Delete Company/F.Y.
Step 3: Select the company and enter credentials if asked.
Step 4: Click on Complete company and your company will get deleted.
How can I uninstall and reinstall the PDF reader software to resolve issues with printing and viewing PDFs in BUSY?
Uninstalling and reinstalling the PDF reader software can often resolve issues related to viewing and printing PDFs in accounting software like BUSY. Here’s a step-by-step guide to help you with this process:
Uninstalling the PDF Reader:
Step 1: Go to the Control Panel > Programs and Features.
Step 2: Look for the PDF reader software installed on your computer.
Step 3: Right-click on the PDF reader software and select 'Uninstall' or 'Move to Trash' to remove the software from your system.
Step 4:Then unistall
Reinstalling the PDF Reader :
Step 1: Choose a PDF reader that's compatible with BUSY. Adobe Acrobat Reader.
Step 2: Visit the official website of the PDF reader you've chosen and download the installer.
Step 3: Run the downloaded installer file and follow the on-screen instructions to install the PDF reader on your system.
Step 4: Then set the PDF Defalut program in BUSY.
How can I import items from one company to another?
If you want to import the items from one company to another please follow these steps:
Step 1: Open the company from you want to import the masters then Go to administration menu
Step 2: Then click on data export import
Step 3: Then click on data export/import(XML)
Step 4: Then click on export data and select the masters
Step 5: Then select the masters type for export as item and tick that
Step 6: If you want to export its balance select the opening and closing balance as required
Step 7: Provide the file path and click on export button
Step 8: After completion of export process open that company in which you want to import the masters
Step 9: Then click on 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 option and provide the file path and proceed for the import process
What options do I have if I want to copy both master and configuration from one company to another in BUSY Accounting Software?
To copy 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.
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.
