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

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

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Page 1: Chapter 17: Import/Export Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved

Chapter 17: Chapter 17: Import/ExportImport/Export

Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved.Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved.

Page 2: Chapter 17: Import/Export Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved

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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. Data can be imported into Peachtree.use. Data can be imported into Peachtree.

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. Data is exported from Peachtree. Data is exported from Peachtree.

Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved.Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved.

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Importing, p. 683Importing, p. 683

Peachtree

Spreadsheet

Database file

Other accountingprogram

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

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Exporting pp. 683-684Exporting pp. 683-684

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.PCA’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.

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Backed up and Saved File in Backed up and Saved File in Chapter 17, p. 656Chapter 17, p. 656

Peachtree Backup (.ptb)Peachtree Backup (.ptb)

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

KBKB Page Nos.Page Nos.

customer.csvcustomer.csv 34 KB34 KB 690690

customer.txtcustomer.txt 34 KB34 KB 691691

Exercise 17-2.ptbExercise 17-2.ptb 956 KB956 KB 701701

Exercise 17-2_Vendor List.pdfExercise 17-2_Vendor List.pdf 52 KB52 KB 701701

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

87 KB87 KB 701701

Exercise 17-2_Vendor List and Exercise 17-2_Vendor List and Chart of Accounts.xlsxChart of Accounts.xlsx

21 KB21 KB 701701

Page 7: Chapter 17: Import/Export Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved

Select Import/Export windowSelect Import/Export window

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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.

Page 8: Chapter 17: Import/Export Copyright ©2013 by The McGraw-Hill Companies, Inc. All rights reserved

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Glossary of TermsGlossary of TermsChapter 17Chapter 17

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Importing, 683Importing, 683

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

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Exporting, p. 683Exporting, p. 683

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. Data can be exported from use. Data can be exported from Peachtree.Peachtree.

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Files, p. 684Files, p. 684

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. 684Records, p. 684

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. 684Fields, p. 684

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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Comma Separated Values, p. 685Comma Separated Values, p. 685

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.

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ASCII, p. 686ASCII, p. 686

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.

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Going to the Net, p. 698Going to the Net, p. 698Access the Peachtree Add-Ons website at Access the Peachtree Add-Ons website at http://www.peachtree.com/productsServices/peachtreeAddOns/. .

  Complete the following:Complete the following:1.1. List nine Peachtree add-ons.List nine Peachtree add-ons.2.2. Link to Third-Party Add-Ons, then Point of Sale. The Link to Third-Party Add-Ons, then Point of Sale. The

URL is URL is http://sagepss.com/Solutions.aspx?p=2&v=1%2c4%2c111&b=207%2c208%2c212. Briefly explain the Point of Sale application.. Briefly explain the Point of Sale application.

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

Analysis Question, p. 701Analysis Question, p. 701

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

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Assessment Rubric, p. 701Assessment Rubric, p. 701

Report Menu Selections and LinksFile Name, Extension,

and Report ID

Customer List

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Online Learning CenterOnline Learning Center Go online to Go online to www.mhhe.com/yacht2012 for additional resources. Link for additional resources. Link

to 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

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