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Importing and exporting data

You can take data entered in your company file and use it in other software or in other company files. This process is called exporting data. You can also take data entered in other software programs and incorporate it into your company file, or incorporate information from one company file into another company file. This process is called importing data.

What can be imported and exported?

The following table lists the record types that you can import and export, along with the field specifications for the different types of records.

Need to import/export customised forms? See Sharing forms with other company files.

Record types

Field specifications

Notes

Accounts

 

Accounts list

 

Budgets

 

Activities

Activities

Plus, Premier only

Activity slips

Activity slips

Plus, Premier only

Cards

Customer cards

Supplier cards

Employee cards

Personal cards

 

Contact logs

Contact logs

 

Custom lists

Custom lists

 

General journal entries

General journals

Including Tax/GST information and BAS/GST reporting

Inventory adjustments

Inventory adjustments

Not Basics

Items

Items

 

Jobs

Jobs

 

Pay bills

Pay bills

Can only be imported 

Not Basics

Purchases




Service purchases

Not Basics

Item purchases

Professional purchases

Miscellaneous purchases

Receive payments

Receive payments

Can only be imported

Receive money

Receive money

 

Sales

Service sales

 

Item sales

 

Professional sales

 

Time billing sales

 

Miscellaneous sales

 

Spend money

Spend money

 

Tax/GST code list

Tax/GST code list

 

Timesheets

Timesheets

Plus and Premier, AU only

Transaction journal entries

Transaction journals

Excluding Tax/GST information and BAS/GST reporting.

Import/export FAQs