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Chapter 16: Import/Export Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin
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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. 665 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. 665 Use your Internet browser to go to the book’s website at www.mhhe.com/yacht2009. www.mhhe.com/yacht2009 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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Importing, p. 665 Peachtree Spreadsheet Database file Other accounting program Importing translates data from other programs into a format that Peachtree can use. 16-5
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Exporting, p. 666 Database program Spreadsheet program Word processing program Peachtree Other accounting program Exporting copies Peachtree data into a format that other programs can use. 16-6
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Peachtree Tips 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 671-672 customer.txt 673 The chart below shows the size of the backups made in Chapter 16. Refer to textbook p. 638 for the entire chart of backups made in Part 4. 16-8
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Chapter 16 topics 1. Software objectives and web objectives, p. 665 a. Importing, p. 665 b. Exporting, p. 666 c. Files, p. 667 d. Records, p. 667 e. Fields, pp. 667-668 2.Getting started: Exporting, pp. 622-627 3. Importing, pp. 674-675 4. Internet Activity, p. 675 5. Summary and Review, pp. 675-676 a. Going to the net, p. 676 a. Going to the net, p. 676 b. Multiple-choice questions, pp. 676-678 b. Multiple-choice questions, pp. 676-678 c. Exercise 16-1, p. 679 c. Exercise 16-1, p. 679 d. Exercise 16-2, p. 679 d. Exercise 16-2, p. 679 e. Analysis question, p 679 e. Analysis question, p 679 e. Chapter 16 index, p. 680 e. Chapter 16 index, p. 680 16-9
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Getting Starting: Exporting, p. 668 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. 669 In the Accounts Receivable list, Highlight Customer list. 16-11
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Customer List; Filter tab, p. 669 Click. The Customer List window appears. 16-12
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Customer List; Fields tab, p. 670 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. 670 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. 671 Complete step 9 on page 671. The Customer List window is shown below step 9 on page 671. Click. 16-15
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Save As, pp. 671-672 After selecting (step 10, p. 671), the Save As window appears. Type Customers in the Template Name field. Click. Complete steps 12 - 15 on pp. 672-673. 16-16
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Microsoft Word 2007, p. 673 After completing the step 15 a.-c. on p. 672, the CUSTOMER.CSV – Microsoft Word window appears. (This window is shown on p. 673.) Complete steps d. and e. on page 673. Complete steps 16, pages 673-674. 16-17
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Importing, pp. 674-675 Read pages 674 and 675. 16-18
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Glossary of Terms Chapter 16 16-19
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Importing, 665 Importing translates data from other programs into a format that Peachtree can use. 16-20
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Exporting, p. 666 Exporting copies Peachtree data into a format that other programs can read and use. 16-21
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Files, p. 666 Files are a group of related records; for example, customer files and journal files. 16-22
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Records, p. 666 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. 666 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. 668 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. 675 1 Go to the book’s website at www.mhhe.com/yacht2009. www.mhhe.com/yacht2009 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 and 2. 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. 676 Access the article “Sage Software Ships Peachtree Premium Accounting for Nonprofits 2009” online at http://findarticles.com/p/articles/mi_pwwi/is_200805/ai_n25459699 http://findarticles.com/p/articles/mi_pwwi/is_200805/ai_n25459699 Answer the following questions. 1. List six features built into Peachtree Premium Accounting for nonprofits. 2. Why have nonprofits relied on Sage Software’s nonprofits accounting software? 16-27
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