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Chapter 16 Import/Export
McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All Rights Reserved.
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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. 16-2
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Software Objectives, p. 619 Export information from Peachtree to a word processing program. (In this chapter, Microsoft Word 2007 and Windows Vista are used.) Select the customer list from Bellwether Garden Supply to export. Save two files. 16-3
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Web Objectives, p. 619 Use your Internet browser to go to the book’s website at 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. 16-4
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Other accounting program
Importing, p. 619 Peachtree Spreadsheet program Database program Other accounting program Importing translates data from other programs into a format that Peachtree can use. 16-5
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Other accounting program
Exporting, p. 620 Database program Spreadsheet Word processing Peachtree Other accounting program Exporting copies Peachtree data into a format that other programs can use. 16-6
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Peachtree Tips The word processing program used to illustrate PCA’s exporting feature is Microsoft Word 2007. You may use any word processing program that supports ASCII to complete Chapter 16. You export data from Bellwether Garden Supply in Chapter 16. 16-7
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Backing up Chapter 16 Backup Name KB Page Nos. customer.csv 35 KB
The chart below shows the size of the backups made in Chapter 16. Refer to textbook p. 594 for the entire chart of backups made in Part 4. Backup Name KB Page Nos. customer.csv 35 KB customer.lst.txt 627 16-8
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Chapter 16 topics Software objectives and web objectives, p. 619
Getting started: Exporting, pp Importing, pp Internet activity, p. 628 Summary and Review, pp a. Going to the net, p. 629 b. Multiple-choice questions, pp c. Exercise 16-1, p. 632 d. Exercise 16-2, p. 632 e. Chapter 16 index, p. 633 16-9
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Getting Starting: Exporting, p. 622-627
Open Bellwether Garden Supply. (In this chapter data is used from the Exercise 6-2.ptb backup file). From the Navigation Bar, select ; link to Import and Export. 16-10
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Customer List, p. 623 In the Accounts Receivable list, Highlight Customer list. 16-11
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Customer List; Filter tab, p. 623
Click The Customer List window appears. 16-12
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Customer List; Fields tab, p. 624
Click on the Fields tab, then click Show All places a check mark in all the fields. 16-13
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Exporting (continued), p. 624
Click on the Options tab. The radio button next to Ask, then Overwrite is the default. Put external media in the appropriate drive. In the example that follows a USB drive was used. Click on the underneath Import/Export File. The File name field shown CUSTOMER.CSV; the Files of type field shows Import/Export files (*.CSV). 16-14
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CUSTOMER.CSV, p. 625 Complete step 9 on page 625. The Customer List window is shown below step 9 on page 625. Click 16-15
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Save As, pp After selecting (step 10, p. 625, the Save As window appears. Type Customers in the Template Name field. Click Complete steps on pp 16-16
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Microsoft Word 2007, p. 627 This window appears after completing the step 15 a.-c. on p The CUSTOMER.CSV – Microsoft Word window is shown on p. 627. Complete steps d. and e. on page 627. 16-17
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Importing, pp Read pages 627 and 628. 16-18
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Chapter 16 Glossary of Terms
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Importing, 619 Importing translates data from other programs into a format that Peachtree can use. 16-20
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Exporting, p. 620 Exporting copies Peachtree data into a format that other programs can read and use. 16-21
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Files, p. 620 Files are a group of related records; for example, customer files and journal files. 16-22
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Records, p. 620 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. 16-23
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Fields, p. 620 Fields are an individual piece of data; for example, invoice numbers, account numbers, debit amount, credit amount. 16-24
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ASCII, p. 622 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. 16-25
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Internet Activity, p. 628 1 Go to the book’s website at 2 Link to Student Edition. 3 In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 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. 16-26
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Going to the Net, p. 629 Access the article “New Peachtree by Sage Premium Accounting for Nonprofits 2008 Is Now Available” online at Answer the following questions. What trusted accounting system is offered by Peachtree by Sage Premium for Nonprofits 2008? Explain the performance enhancements. List six features built into Peachtree Premium Accounting for nonprofits. 16-27
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