Chapter 16: Chapter 16: Import/ExportImport/Export

Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved.reserved.

McGraw-Hill/McGraw-Hill/IrwinIrwin

Import/ExportImport/Export

Importing translates data from other Importing translates data from other programs into a format that Peachtree can programs into a format that Peachtree can use.use.

Exporting copies Peachtree data into a Exporting copies Peachtree data into a format that other programs can read and use. format that other programs can read and use.

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Software Objectives, p. 665Software Objectives, p. 665

Export information from Peachtree to a word Export information from Peachtree to a word processing program. (In this chapter, Microsoft processing program. (In this chapter, Microsoft Word 2007 and Windows Vista are used.)Word 2007 and Windows Vista are used.)

Select the customer list from Bellwether Garden Select the customer list from Bellwether Garden Supply to export.Supply to export.

Save two files.Save two files.

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Web Objectives, p. 665Web Objectives, p. 665Use your Internet browser to go to the book’s website at Use your Internet browser to go to the book’s website at www.mhhe.com/yacht2009.

Go to the Internet Activity link on the book’s website. Then, Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES PART 4. Complete the second select WEB EXERCISES PART 4. Complete the second exercise in Part 4exercise in Part 4−−Women’s Business Center.Women’s Business Center.

Use a word processing program to write summaries of the Use a word processing program to write summaries of the websites that you visited.websites that you visited.

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Importing, p. 665Importing, p. 665

Peachtree

Spreadsheet

Database file

Other accountingprogram

Importing translates data from other programs into a format that Peachtree can use.

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Exporting, p. 666Exporting, p. 666

Database program

Spreadsheetprogram

Word processing program

Peachtree

Other accounting program

Exporting copies Peachtree data into a format that other programs can use.

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Peachtree TipsPeachtree Tips

The word processing program used to illustrate The word processing program used to illustrate PCA’s exporting feature is Microsoft Word 2007.PCA’s exporting feature is Microsoft Word 2007.

You may use any word processing program that You may use any word processing program that supports ASCII to complete Chapter 16.supports ASCII to complete Chapter 16.

You export data from Bellwether Garden Supply You export data from Bellwether Garden Supply in Chapter 16.in Chapter 16.

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Backing up Chapter 16Backing up Chapter 16

Backup Name Backup Name

KBKB Page Page Nos.Nos.

customer.csvcustomer.csv 35 KB35 KB 671-672671-672

customer.txtcustomer.txt 35 KB35 KB 673673

The chart below shows the size of the backups made in Chapter 16. Refer to textbook p. 638 for the entire chart of backups made in Part 4.

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Chapter 16 topicsChapter 16 topics1.1. Software objectives and web objectives, p. 665Software objectives and web objectives, p. 665

a. Importing, p. 665a. Importing, p. 665b. Exporting, p. 666b. Exporting, p. 666c. Files, p. 667c. Files, p. 667d. Records, p. 667d. Records, p. 667e. Fields, pp. 667-668e. Fields, pp. 667-668

2.2. Getting started: Exporting, pp. 622-627Getting started: Exporting, pp. 622-6273.3. Importing, pp. 674-675Importing, pp. 674-6754.4. Internet Activity, p. 675Internet Activity, p. 6755. Summary and Review, pp. 675-6765. Summary and Review, pp. 675-676

a.a. Going to the net, p. 676 Going to the net, p. 676 b. Multiple-choice questions, pp. 676-678b. Multiple-choice questions, pp. 676-678 c. Exercise 16-1, p. 679c. Exercise 16-1, p. 679 d. Exercise 16-2, p. 679d. Exercise 16-2, p. 679 e. Analysis question, p 679e. Analysis question, p 679 e. Chapter 16 index, p. 680e. Chapter 16 index, p. 680

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Getting Starting: Exporting, p. 668Getting Starting: Exporting, p. 668Open Bellwether Garden Supply. (In this chapter data is used from Open Bellwether Garden Supply. (In this chapter data is used from the Exercise 6-2.ptb backup file). the Exercise 6-2.ptb backup file). From the Navigation Bar, select ; link to From the Navigation Bar, select ; link to Import and Import and ExportExport..

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Customer List, p. 669Customer List, p. 669In the Accounts Receivable list, Highlight Customer list.In the Accounts Receivable list, Highlight Customer list.

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Customer List; FCustomer List; Fiilter tab, p. 669lter tab, p. 669Click . The Customer List window appears.Click . The Customer List window appears.

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Customer List; FiCustomer List; Fieelds tab, p. 670lds tab, p. 670Click on the FiClick on the Fieelds tab, then click . Show lds tab, then click . Show AAll ll places a check mark in all the fields. places a check mark in all the fields.

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Exporting (continued), p. 670Exporting (continued), p. 670Click on the OpClick on the Opttions tab. The radio button next to ions tab. The radio button next to Ask, then Overwrite is the default. Ask, then Overwrite is the default. Put external media in the appropriate drive. In the Put external media in the appropriate drive. In the example that follows a USB drive was used. Click on example that follows a USB drive was used. Click on the underneath Import/Export File. The File name the underneath Import/Export File. The File name field shown CUSTOMER.CSV; the Files of type field field shown CUSTOMER.CSV; the Files of type field shows Import/Export files (*.CSV).shows Import/Export files (*.CSV).

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CUSTOMER.CSV, p. 671CUSTOMER.CSV, p. 671Complete step 9 on page 671. The Customer List window is Complete step 9 on page 671. The Customer List window is shown below step 9 on page 671.shown below step 9 on page 671.

Click .Click .

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Save As, pp. 671-672Save As, pp. 671-672 After selecting (step 10, p. 671), the Save As After selecting (step 10, p. 671), the Save As window appears. Type window appears. Type CustomersCustomers in the Template in the Template Name field.Name field.

Click . Complete steps 12 - 15 on pp. 672-673.Click . Complete steps 12 - 15 on pp. 672-673.

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Microsoft Word 2007, p. 673Microsoft Word 2007, p. 673After completing the step 15 a.-c. on p. 672, the After completing the step 15 a.-c. on p. 672, the CUSTOMER.CSV – Microsoft Word window CUSTOMER.CSV – Microsoft Word window appears. (This window is shown on p. 673.)appears. (This window is shown on p. 673.)

Complete steps d. and e. on page 673. Complete Complete steps d. and e. on page 673. Complete steps 16, pages 673-674.steps 16, pages 673-674.

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Importing, pp. 674-675Importing, pp. 674-675

Read pages 674 and 675.Read pages 674 and 675.

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Glossary of TermsGlossary of TermsChapter 16Chapter 16

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Importing, 665Importing, 665

Importing translates data from other Importing translates data from other programs into a format that Peachtree programs into a format that Peachtree can use.can use.

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Exporting, p. 666Exporting, p. 666

Exporting copies Peachtree data into a Exporting copies Peachtree data into a format that other programs can read and format that other programs can read and use.use.

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Files, p. 666Files, p. 666

Files are a group of related records; for Files are a group of related records; for example, customer files and journal files.example, customer files and journal files.

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Records, p. 666Records, p. 666

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

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Fields, p. 666Fields, p. 666

Fields are an individual piece of data; for Fields are an individual piece of data; for example, invoice numbers, account example, invoice numbers, account numbers, debit amount, credit amount.numbers, debit amount, credit amount.

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ASCII, p. 668ASCII, p. 668

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

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Internet Activity, p. 675Internet Activity, p. 67511 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2009.

22 Link to Student Edition. Link to Student Edition.

33 In the Course-wide Content list, link to Part 4 Internet In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. Open or Save. Choose Activities for Chapters 15-18. Open or Save. Choose Chapter 16 to complete Quizzes, PowerPoints, and Going to Chapter 16 to complete Quizzes, PowerPoints, and Going to the Net exercises. the Net exercises.

44 Complete the WOMEN’S BUSINESS CENTER exercise. Complete the WOMEN’S BUSINESS CENTER exercise. Read steps 1 and 2.Read steps 1 and 2.

55 Follow the steps shown on the book’s website to complete Follow the steps shown on the book’s website to complete this Internet activity.this Internet activity.

66 Using a word processing program, write a brief summary of Using a word processing program, write a brief summary of what you find. Include all appropriate website addresses.what you find. Include all appropriate website addresses.

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Going to the Net, p. 676Going to the Net, p. 676Access the article “Sage Software Ships Peachtree Access the article “Sage Software Ships Peachtree Premium Accounting for Nonprofits 2009” online at Premium Accounting for Nonprofits 2009” online at http://findarticles.com/p/articles/mi_pwwi/is_200805/ai_n25459699

  

Answer the following questions.Answer the following questions.1.1. List six features built into Peachtree Premium List six features built into Peachtree Premium

Accounting for nonprofits.Accounting for nonprofits.2.2. Why have nonprofits relied on Sage Software’s Why have nonprofits relied on Sage Software’s

nonprofits accounting software?nonprofits accounting software?

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