Chapter 16: Chapter 16: Import/ExportImport/Export

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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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Importing, p. 581Importing, p. 581

Peachtree

Spreadsheet

Database file

Other accounting program

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

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Exporting, p. 582Exporting, p. 582

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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Software Objectives, p. 581Software Objectives, p. 581

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 2003 and Windows XP are used.)Word 2003 and Windows XP 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. 581Web Objectives, p. 581Use your Internet browser to go to the Use your Internet browser to go to the book’s website at book’s website at www.mhhe.com/yacht2005www.mhhe.com/yacht2005

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

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

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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 2003.PCA’s exporting feature is Microsoft Word 2003.

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 31 KB31 KB 587-588587-588

customer.txt.lstcustomer.txt.lst 31 KB31 KB 589589

The chart below shows the size of the backups made in Chapter 16. Refer to textbook p. 554 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. 581Software objectives and web objectives, p. 5812.2. Getting started: Exporting, pp. 584-589Getting started: Exporting, pp. 584-5893.3. Importing, pp. 589-590Importing, pp. 589-5904.4. Internet activity, p. 590Internet activity, p. 5905.5. Summary and Review, pp. 590-591Summary and Review, pp. 590-591

a.a. Going to the net, p. 591Going to the net, p. 591b. Multiple-choice questions, pp. 591-593b. Multiple-choice questions, pp. 591-593c. Exercise 16-1, p. 594c. Exercise 16-1, p. 594d. Exercise 16-2, p. 594d. Exercise 16-2, p. 594e. Chapter 16 index, p. 595e. Chapter 16 index, p. 595

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Getting Starting: Exporting, pp. 584-585Getting Starting: Exporting, pp. 584-585

Open Bellwether Garden Supply. (In this chapter data is used from the Open Bellwether Garden Supply. (In this chapter data is used from the Exercise 6-2.ptb backup file). Exercise 6-2.ptb backup file). Select File, then Select Import/Export. Highlight Customer List. This window Select File, then Select Import/Export. Highlight Customer List. This window is shown at the top of page 585.is shown at the top of page 585.

Click on the EClick on the Exxport icon.port icon.

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Customer List, p. 585-586Customer List, p. 585-586The EThe Exxport icon was selected in step 5 on p. 585.port icon was selected in step 5 on p. 585.

Step 6 on p. 586 instructs you to click on the FieStep 6 on p. 586 instructs you to click on the Fiellds ds tab, then <Show tab, then <Show AAll>.ll>.

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FieFiellds tab, p. 586ds tab, p. 586The <Show The <Show AAll> button was selected. (See step 6 on ll> button was selected. (See step 6 on

page 586.)page 586.)

Click on the OpClick on the Opttions tab. Read the Comment boxes ions tab. Read the Comment boxes on page 586.on page 586.

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CUSTOMER.CSV, p. 587CUSTOMER.CSV, p. 587

Complete steps 8 and 9 on page 587.Complete steps 8 and 9 on page 587.

Click <Save>.Click <Save>.

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Save As, p. 587Save As, p. 587 After selecting the <Save> button (step 10, p. 587), After selecting the <Save> button (step 10, p. 587), the Save As window appears. Type the Save As window appears. Type CustomersCustomers in the in the Name field.Name field.

Click <Save>. Complete steps 11 - 15 on p. 588.Click <Save>. Complete steps 11 - 15 on p. 588.

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Microsoft Word 2003, p. 589Microsoft Word 2003, p. 589This window appears after completing the steps on This window appears after completing the steps on page 588.page 588.

Complete steps d. and e. on page 589.Complete steps d. and e. on page 589.

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Importing, pp. 589-590Importing, pp. 589-590

Read pages 589 and 590.Read pages 589 and 590.

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Glossary of TermsGlossary of TermsChapter 16Chapter 16

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Importing, 581Importing, 581

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. 582Exporting, p. 582

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. 583Files, p. 583

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. 583Records, p. 583

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. 583Fields, p. 583

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. 584ASCII, p. 584

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. 590Internet Activity, p. 590

11 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2005www.mhhe.com/yacht2005

22 In the Student Center list, link to Internet Activities.In the Student Center list, link to Internet Activities.

33 Link to WEB EXERCISES PART 4.Link to WEB EXERCISES PART 4.

44 Complete the Women’s Business Center exercise. Complete the Women’s Business Center exercise. Read steps 1-4.Read steps 1-4.

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

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

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Going to the Net, p. 591Going to the Net, p. 591Access the article “Best Software Dominates Access the article “Best Software Dominates CPA Technology Advisor’s Annual Small CPA Technology Advisor’s Annual Small Business Accounting Software Roundup” at Business Accounting Software Roundup” at

http://smallbusiness.bestsoftware.com/press/2004-08-09_pr_CPATechnologyAdvisor_toprankings_2004.cfmhttp://smallbusiness.bestsoftware.com/press/2004-08-09_pr_CPATechnologyAdvisor_toprankings_2004.cfm

1.1. List the five areas that were used for scoring Products.List the five areas that were used for scoring Products.2.2. What does CPA Technology Advisor do?What does CPA Technology Advisor do?3.3. What is the circulation of CPA Technology Advisor.What is the circulation of CPA Technology Advisor.4.4. How long has Best Software been in business?How long has Best Software been in business?