Chapter 16: Import/Export

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Presentation transcript:

Chapter 16: Import/Export

Import/Export Importing translates data from other programs into a format that Peachtree can use. Exporting copies Peachtree data into a format that other programs can read and use. ©2008 The McGraw-Hill Companies, Inc.

Software Objectives, p. 611 Export information from Peachtree to a word processing program. (In this chapter, Microsoft Word 2003 and Windows XP are used.) Select the customer list from Bellwether Garden Supply to export. Save two files. ©2008 The McGraw-Hill Companies, Inc.

Web Objectives, p. 611 Use your Internet browser to go to the book’s website at www.mhhe.com/yacht2007. Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES PART 4. Complete the second exercise in Part 4−Women’s Business Center. Use a word processing program to write summaries of the websites that you visited. ©2008 The McGraw-Hill Companies, Inc.

Other accounting program Importing, p. 611 Peachtree Spreadsheet program Database program Other accounting program Importing translates data from other programs into a format that Peachtree can use. ©2008 The McGraw-Hill Companies, Inc.

Other accounting program Database program Spreadsheet Word processing Peachtree Other accounting program Exporting, p. 612 Exporting copies Peachtree data into a format that other programs can use. ©2008 The McGraw-Hill Companies, Inc.

Peachtree Tips The word processing program used to illustrate PCA’s exporting feature is Microsoft Word 2003. You may use any word processing program that supports ASCII to complete Chapter 16. You export data from Bellwether Garden Supply in Chapter 16. ©2008 The McGraw-Hill Companies, Inc.

Backing up Chapter 16 Backup Name KB Page Nos. customer.csv 35 KB 617 The chart below shows the size of the backups made in Chapter 16. Refer to textbook p. 584 for the entire chart of backups made in Part 4. Backup Name KB Page Nos. customer.csv 35 KB 617 customer.lst.txt 619 ©2008 The McGraw-Hill Companies, Inc.

Chapter 16 topics Software objectives and web objectives, p. 611 Getting started: Exporting, pp. 614-619 Importing, pp. 619-620 Internet activity, p. 620 Summary and Review, pp. 621 a. Going to the net, p. 621 b. Multiple-choice questions, pp. 622-624 c. Exercise 16-1, p. 624 d. Exercise 16-2, p. 624 e. Chapter 16 index, p. 625 ©2008 The McGraw-Hill Companies, Inc.

Getting Starting: Exporting, pp. 614-619 Open Bellwether Garden Supply. (In this chapter data is used from the Exercise 6-2.ptb backup file). Select File, then Select Import/Export. Highlight Customer List. The Select Import/Export window is shown below step 4 on page 615. Click Export. ©2008 The McGraw-Hill Companies, Inc.

Customer List, p. 615 The Export icon was selected in step 5 on p. 615. Step 6 on p. 616 instructs you to click on the Fields tab, then click . ©2008 The McGraw-Hill Companies, Inc.

Fields tab, p. 616 The <Show All> button was selected. (See step 6 on page 616.) Click on the Options tab. Read the Comment boxes on page 616. ©2008 The McGraw-Hill Companies, Inc.

CUSTOMER.CSV, p. 617 Complete step 9 on page 617. The Customer List window is shown below step 9 on page 617. Click <Save>. ©2008 The McGraw-Hill Companies, Inc.

Save As, pp. 617-618 After selecting the <Save> button (step 10, p. 617), the Save As window appears. Type Customers in the Name field. Click <Save>. Complete steps 11 - 15 on pp. 617-618. ©2008 The McGraw-Hill Companies, Inc.

Microsoft Word 2003, p. 619 This window appears after completing the steps on page 618. The CUSTOMER.CSV – Microsoft Word window is shown on p. 619. Complete steps d. and e. on page 619. ©2008 The McGraw-Hill Companies, Inc.

Importing, pp. 619-620 Read pages 619 and 620. ©2008 The McGraw-Hill Companies, Inc.

Glossary of Terms Chapter 16 ©2008 The McGraw-Hill Companies, Inc.

Importing, 611 Importing translates data from other programs into a format that Peachtree can use. ©2008 The McGraw-Hill Companies, Inc.

Exporting, p. 612 Exporting copies Peachtree data into a format that other programs can read and use. ©2008 The McGraw-Hill Companies, Inc.

Files, p. 612 Files are a group of related records; for example, customer files and journal files. ©2008 The McGraw-Hill Companies, Inc.

Records, p. 612 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. ©2008 The McGraw-Hill Companies, Inc.

Fields, p. 612 Fields are an individual piece of data; for example, invoice numbers, account numbers, debit amount, credit amount. ©2008 The McGraw-Hill Companies, Inc.

ASCII, p. 614 ASCII is a 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. ©2008 The McGraw-Hill Companies, Inc.

Internet Activity, p. 620 1 Go to the book’s website at www.mhhe.com/yacht2007. 2 Link to Student Edition. 3 In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. Open or Save. Choose Chapter 16 to complete Quizzes, PowerPoints, and Going to the Net exercises. 4 Complete the WOMEN’S BUSINESS CENTER exercise. Read steps 1 – 4. 5 Follow the steps shown on the book’s website to complete this Internet activity. 6 Using a word processing program, write a brief summary of what you find. Include all appropriate website addresses. ©2008 The McGraw-Hill Companies, Inc.

Going to the Net, p. 621 Access the article “New Peachtree by Sage Premium Accounting for Nonprofits 2007 Is Now Available” online at http://smallbusiness.sagesoftware.com/press/2006-06-12_New_Peachtree_by_Sage_Premium_Accounting_for_Nonprofits_2007.cfm. Answer the following questions. List three features that the latest release of Peachtree Premium Accounting for Nonprofits includes. How many nonprofit sample charts of accounts are there? Explain. List seven features built into Peachtree Premium Accounting for nonprofits ©2008 The McGraw-Hill Companies, Inc.