Chapter 17: Chapter 17: Import/ExportImport/Export

Copyright © 2015 McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

Import/ExportImport/Export

Importing translates data from other Importing translates data from other programs into a format that Sage 50 can use. programs into a format that Sage 50 can use. Data can be imported into Sage 50.Data can be imported into Sage 50.

Exporting copies Sage 50 data into a format Exporting copies Sage 50 data into a format that other programs can read and use. Data that other programs can read and use. Data is exported from Sage 50. is exported from Sage 50.

17-2

ImportingImporting

Sage 50

Spreadsheet

Database file

Other accountingprogram

Importing translates data from other programs into a format that Sage 50 can use.

17-3

ExportingExporting

Database program

Spreadsheetprogram

Word processing program

Sage 50

Other accounting program

Exporting copies Sage 50 data into a format that other programs can use.

17-4

Sage 50 TipsSage 50 Tips

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

You may use any word processing program that You may use any word processing program that supports ASCII to complete Chapter 17.supports ASCII to complete Chapter 17.

You export data from Bellwether Garden Supply in You export data from Bellwether Garden Supply in Chapter 17.Chapter 17.

You import Bellwether’s chart of accounts into a You import Bellwether’s chart of accounts into a newly set up company.newly set up company.

17-5

Backed up and Saved Files in Backed up and Saved Files in Chapter 17Chapter 17

Sage 50 Backup (.ptb)Sage 50 Backup (.ptb)

Excel (.xlsx) and Adobe (.pdf) Excel (.xlsx) and Adobe (.pdf)

KBKB Page Nos.Page Nos.

customer.csvcustomer.csv 34 KB34 KB 648-649648-649

customer.txtcustomer.txt 34 KB34 KB 651651

Exercise 17-2.ptbExercise 17-2.ptb 949 KB949 KB 659659

Exercise 17-2_Chart of Exercise 17-2_Chart of Accounts.pdfAccounts.pdf

70 KB70 KB 659659

Exercise 17-2_Chart of Exercise 17-2_Chart of Accounts.xlsxAccounts.xlsx

21 KB21 KB 659659

17-6

Select Import/Export windowSelect 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 TermsGlossary of TermsChapter 17Chapter 17

17-8

ImportingImporting

Importing translates data from other Importing translates data from other programs into a format that Sage 50 can programs into a format that Sage 50 can use. Data can be imported into Sage 50.use. Data can be imported into Sage 50.

17-9

ExportingExporting

Exporting copies Sage 50 data into a Exporting copies Sage 50 data into a format that other programs can read and format that other programs can read and use. Data can be exported from Sage 50.use. Data can be exported from Sage 50.

17-10

FilesFiles

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.

17-11

RecordsRecords

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.

17-12

FieldsFields

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.

17-13

Comma Separated ValuesComma Separated Values

Comma separated value files (CSV Comma separated value files (CSV extensions) are commonly used for extensions) are commonly used for transferring data between applications in a transferring data between applications in a text-based format.text-based format.

17-14

ASCIIASCII

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

17-15

Online Learning CenterOnline Learning Center Go online to Go online to www.mhhe.com/yacht2015 for additional resources. for additional resources.

Link to Link to Student EditionStudent Edition, select Chapter 17., select Chapter 17.

o Interactive TestingInteractive Testingo Glossary of TermsGlossary of Termso Feature QuizFeature Quizo Narrated PowerPointsNarrated PowerPointso Assessment RubricAssessment Rubrico Going to the NetGoing to the Neto QA TemplatesQA Templates

17-16

Going to the NetGoing to the NetGo online to Go online to http://na.sage.com/us/sage-50-accounting. Link to . Link to Add-ons (or scroll down the page.) Add-ons (or scroll down the page.)

  Complete the following:Complete the following:1.1. What is included in the Add payroll to Sage 50 list?What is included in the Add payroll to Sage 50 list?2.2. What is included in the Add Credit Card Processing What is included in the Add Credit Card Processing

list?list?

3.3. Link to Link to Get hosting services. Briefly explain.. Briefly explain.

17-17

Analysis QuestionAnalysis Question

What is the purpose of importing and What is the purpose of importing and exporting?exporting?

17-18

Assessment RubricAssessment Rubric

Report Menu Selections and LinksFile Name, Extension,

and Report ID

Customer List

17-19