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

Peachtree

Spreadsheet

Database file

Other accounting

program

Importing translates data from other programs into a format that

Peachtree can use.

17-3

Exporting pp. 683-684

Database

program

Spreadsheet

program

Word processing

programPeachtree

Other accounting

program

Exporting copies Peachtree data into a format that other programs can

use.

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`

87 KB 701

Exercise 17-2_Vendor List and

Chart of Accounts.xlsx

21 KB 701

17-6

Select Import/Export windowFor 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. 698Access the Peachtree Add-Ons website at http://www.peachtree.com/productsServices/peachtreeAddOns/.

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 Interactive Testing

o Glossary of Terms

o Feature Quiz

o Narrated PowerPoints

o Assessment Rubric

o Going to the Net

o QA Templates

17-19