Chapter 17:
Import/Export
McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.
Import/Export
Importing translates data from other
programs into a format that Peachtree can
use. Data can be imported into Peachtree.
Exporting copies Peachtree data into a
format that other programs can read and use.
Data is exported from Peachtree.
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Importing, p. 683
Peachtree
Spreadsheet
Database file
Other accounting
program
Importing translates data from other programs into a format that
Peachtree can use.
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Exporting pp. 683-684
Database
program
Spreadsheet
program
Word processing
programPeachtree
Other accounting
program
Exporting copies Peachtree data into a format that other programs can
use.
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Peachtree Tips
The word processing program used to illustrate
PCA’s exporting feature is Microsoft Word.
You may use any word processing program that
supports ASCII to complete Chapter 17.
You export data from Bellwether Garden Supply
in Chapter 17.
You import Bellwether’s chart of accounts into a
newly set up company.
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Backed up and Saved File in
Chapter 17, p. 656
Peachtree Backup (.ptb)
Excel (.xlsx) and Adobe (.pdf) KB Page Nos.
customer.csv 34 KB 690
customer.txt 34 KB 691
Exercise 17-2.ptb 956 KB 701
Exercise 17-2_Vendor List.pdf 52 KB 701
Exercise 17-2_Chart of
Accounts.pdf`
87 KB 701
Exercise 17-2_Vendor List and
Chart of Accounts.xlsx
21 KB 701
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Select Import/Export windowFor 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.
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Glossary of Terms
Chapter 17
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Importing, 683
Importing translates data from other
programs into a format that Peachtree
can use. Data can be imported into
Peachtree.
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Exporting, p. 683
Exporting copies Peachtree data into a
format that other programs can read and
use. Data can be exported from
Peachtree.
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Files, p. 684
Files are a group of related records; for
example, customer files and journal files.
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Records, p. 684
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.
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Fields, p. 684
Fields are an individual piece of data; for
example, invoice numbers, account
numbers, debit amount, credit amount.
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Comma Separated Values, p. 685
Comma separated value files (CSV
extensions) are commonly used for
transferring data between applications in a
text-based format.
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ASCII, p. 686
ASCII is an 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.
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Going to the Net, p. 698Access the Peachtree Add-Ons website at http://www.peachtree.com/productsServices/peachtreeAddOns/.
Complete the following:
1. List nine Peachtree add-ons.
2. Link to Third-Party Add-Ons, then Point of Sale. The URL is http://sagepss.com/Solutions.aspx?p=2&v=1%2c4%2c111&b=207%2c208%2c212. Briefly explain the Point of Sale application.
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Analysis Question, p. 701
What is the purpose of importing and exporting?
Importing translates data from other programs, such as a
word processing or spreadsheet application, into a format
that Peachtree can use. Data can be imported into
Peachtree.
Exporting copies Peachtree data into a format that other
programs can read and use. Data is exported from
Peachtree.
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Assessment Rubric, p. 701
Report Menu Selections and Links
File Name, Extension,
and Report ID
Customer List File Menu; Select Import/Export.
In the Accounts Receivable list,
select Customer List. Select the
Export icon. Save file to external
media or default location.
Customers.CSV
Custom report shown
on Select
Import/Export
window.
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Online Learning Center
Go online to www.mhhe.com/yacht2012 for additional resources. Link
to Student Edition, select Chapter 17.
o Interactive Testing
o Glossary of Terms
o Feature Quiz
o Narrated PowerPoints
o Assessment Rubric
o Going to the Net
o QA Templates
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