Chapter 17: Import/Export



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Transcription:

Chapter 17: Import/Export McGraw-Hill/Irwin Copyright 2013 by The McGraw-Hill Companies, Inc. All rights reserved.

Import/Export Importing translates data from other programs into a format that Peachtree can use. Data can be imported into Peachtree. Exporting copies Peachtree data into a format that other programs can read and use. Data is exported from Peachtree. 17-2

Importing, p. 683 Importing translates data from other programs into a format that Peachtree can use. Spreadsheet Database file Peachtree Other accounting program 17-3

Exporting pp. 683-684 Exporting copies Peachtree data into a format that other programs can use. Database program Spreadsheet program Peachtree Word processing program Other accounting program 17-4

Peachtree Tips The word processing program used to illustrate PCA s exporting feature is Microsoft Word. You may use any word processing program that supports ASCII to complete Chapter 17. You export data from Bellwether Garden Supply in Chapter 17. You import Bellwether s chart of accounts into a newly set up company. 17-5

Backed up and Saved File in Chapter 17, p. 656 Peachtree Backup (.ptb) Excel (.xlsx) and Adobe (.pdf) KB Page Nos. customer.csv 34 KB 690 customer.txt 34 KB 691 Exercise 17-2.ptb 956 KB 701 Exercise 17-2_Vendor List.pdf 52 KB 701 Exercise 17-2_Chart of Accounts.pdf` Exercise 17-2_Vendor List and Chart of Accounts.xlsx 87 KB 701 21 KB 701 17-6

Select Import/Export window For importing and exporting templates, use the Select Import/Export window located on the File menu. Observe that the window is organized by software module: Accounts Receivable, Accounts Payable, Payroll, General Ledger, Inventory, Jobs, Account Reconciliation, Time/Expense. 17-7

Glossary of Terms Chapter 17 17-8

Importing, 683 Importing translates data from other programs into a format that Peachtree can use. Data can be imported into Peachtree. 17-9

Exporting, p. 683 Exporting copies Peachtree data into a format that other programs can read and use. Data can be exported from Peachtree. 17-10

Files, p. 684 Files are a group of related records; for example, customer files and journal files. 17-11

Records, p. 684 Records are a group of fields that contain information on one subject; for example, the general journal, purchase journal, cash disbursements journal, sales journal, or cash receipts journal. 17-12

Fields, p. 684 Fields are an individual piece of data; for example, invoice numbers, account numbers, debit amount, credit amount. 17-13

Comma Separated Values, p. 685 Comma separated value files (CSV extensions) are commonly used for transferring data between applications in a text-based format. 17-14

ASCII, p. 686 ASCII is an acronym for American Standard Code for Information Interchange. It is one of the standard formats for representing characters on a computer. Most word processing, spreadsheet, and database programs can read ASCII files. 17-15

Going to the Net, p. 698 Access the Peachtree Add-Ons website at http://www.peachtree.com/productsservices/peachtree AddOns/. Complete the following: 1. List nine Peachtree add-ons. 2. Link to Third-Party Add-Ons, then Point of Sale. The URL is http://sagepss.com/solutions.aspx?p=2&v=1%2c4 %2c111&b=207%2c208%2c212. Briefly explain the Point of Sale application. 17-16

Analysis Question, p. 701 What is the purpose of importing and exporting? Importing translates data from other programs, such as a word processing or spreadsheet application, into a format that Peachtree can use. Data can be imported into Peachtree. Exporting copies Peachtree data into a format that other programs can read and use. Data is exported from Peachtree. 17-17

Assessment Rubric, p. 701 Report Menu Selections and Links File Name, Extension, and Report ID Customer List File Menu; Select Import/Export. In the Accounts Receivable list, select Customer List. Select the Export icon. Save file to external media or default location. Customers.CSV Custom report shown on Select Import/Export window. 17-18

Online Learning Center Go online to www.mhhe.com/yacht2012 for additional resources. Link to Student Edition, select Chapter 17. o o o o o o o Interactive Testing Glossary of Terms Feature Quiz Narrated PowerPoints Assessment Rubric Going to the Net QA Templates 17-19