I need to transfer data from my old accounting system into this new software. What is the recommended process to import all my data?
Note: First you have to export data from the previous software in excel .
To import data in BUSY you have to frist import masters then vouchers.
To import master Follow the below steps:
Step 1: Go to administration .
Step 2: Then select data export import and click on import Masters from MS excel
Step 3: Select accounts then click on add new master
Step 4: Mention fields for import master and then column of excel in which data is present
Step 5: Select then excel sheet and sheet number
Step 6:Then mention starting and ending row number from which want to import data
Step 7: Then click on import .
Note: Follow the same steps mentioned above for import item masters in BUSY by selecting item option.
To import voucher from excel follow below steps:
Step 1: Go to administration
Step 2: Then select data export import and click on import vouchers from MS excel
Step 3: Select voucher type you want to import .
Step 4: Click on configure tab for configure format for import voucher
Step 5: Then add new fromat and configure it by mention then columns in which data field is present in excel sheet
Step 6: Select the create format for import voucher
Step 7: Click on add new vouchers
Step 8: Select key fields for voucher you are importing
Step 9: Select options to pick from item master and auto calculate.
Step 10: Choose bill sundry and amount columns details mention in excel sheet
Step 11: Select then excel sheet and sheet number
Step 12: Then mention starting and ending row number from which want to import data
Step 13: Then click on import