Exporting data

You can take data entered in your software and use it in other software programs or in other company files. This process is called exporting data.

Some of the types of information you can export are: accounts, items, nominal journal entries, Receive Money transactions, Spend Money transactions, sales, purchases, cards, jobs, activities and activity slips.

note : Exporting timesheets

When you export timesheets, only the entries that don’t have activity slips associated with them are included. You must export activity slips to complete the process.

The data can be exported to a tab-delimited or comma‑separated text file.

Before you export data, you should make a backup of your company file. See Backing up and restoring company files.

To export data

Go to the File menu, choose Export Data and then choose the type of data you want to export. The Export File window appears.

Select the export file format and enter other information in this window. For detailed field help, see Exporting data.

Choose the fields you want to export and the order in which you want to export them. To do this, click on the first field you want to export in the AccountEdge Plus Fields (if you’re using AccountEdge, the column is labelled AccountEdge Fields) column. Field 1 will appear in the Export Order column next to the field you selected. The field name will appear at the top of the Export Fields column on the left side of the window.

Repeat the previous step for each field you want to export.

If you want to remove a field name from the Export Fields column, click the name in the AccountEdge Plus Fields column. If you want to export all the fields in the order they’re shown in the column, click Match All.

When you have selected the fields, click Export. The Save As window appears.

Enter a file name and location for the export file and click Save. The file is exported.