Importing Accounts and Categories
Importing Accounts and Categories
If your business has been using accounting software, you may be able to import the software’s account and category information into Big Business. Importing from your old software allows you to maintain your system of account names and to automatically bring over your current balances.
Before importing, of course, you should make sure that the data in your old software is up to date.
You can import account and category data from text files, which can be exported from many software packages. Check your previous software’s documentation for instructions. See “Import Fields” at the end of this appendix for a list of all the fields you can import into.
After you import the data, you can review it to make sure that it is correct. You can add, delete, and edit accounts and categories as necessary. See “Using the Accounts & Categories Window,” later in this section.
You also need to choose the categories that will be used by default in Big Business. See “Assigning Default Categories” later in this section. (3116)
To import accounts and categories:
1. Click the Accounts & Categories button in the Set Up Checklist window.
The Accounts & Categories Set Up window appears.
2. Click the Import Accounts & Categories button, then click the OK button.
3. In the dialog box that appears, choose the file that you want to import.
4. If you chose to import from a text file, the Import Categories window appears.
5. Match text fields in the Fields Available for Insertion list with Big Business fields. See “Using the Import Windows,” earlier in this appendix, for instructions.
6. Click the OK button.
Set Up prepares a list of accounts and categories, then displays the Accounts & Categories window. See “Using the Accounts & Categories Window,” later in this section, for information about the next step in setting up the accounts and categories.
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