Chapter 16

Import/Export

McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All Rights Reserved.

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

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

Web Objectives, p. 619

Use your Internet browser to go to the book’s website at

www.mhhe.com/yacht2008.

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

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

Exporting, p. 620

Database

program

Spreadsheet

program

Word processing

programPeachtree

Other accounting

program

Exporting copies Peachtree data into a format that other programs can

use.

16-6

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

Backing up Chapter 16

Backup Name KB Page

Nos.

customer.csv 35 KB 624-625

customer.lst.txt 35 KB 627

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.

16-8

Chapter 16 topics

1. Software objectives and web objectives, p. 619

2. Getting started: Exporting, pp. 622-627

3. Importing, pp. 627-628

4. Internet activity, p. 628

5. Summary and Review, pp. 628-629

a. Going to the net, p. 629

b. Multiple-choice questions, pp. 629-631

c. Exercise 16-1, p. 632

d. Exercise 16-2, p. 632

e. Chapter 16 index, p. 633

16-9

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

Customer List, p. 623

In the Accounts Receivable list, Highlight Customer list.

16-11

Customer List; Filter tab, p. 623

Click . The Customer List window appears.

16-12

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

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

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

Save As, pp. 625-626After selecting (step 10, p. 625, the Save As window appears. Type Customers in the Template Name field.

Click . Complete steps 12 - 15 on pp. 625-626.

16-16

Microsoft Word 2007, p. 627This window appears after completing the step 15 a.-c. on p. 626. The CUSTOMER.CSV – Microsoft Word window is shown on p. 627.

Complete steps d. and e. on page 627.

16-17

Importing, pp. 627-628

Read pages 627 and 628.

16-18

Chapter 16

Glossary of Terms

16-19

Importing, 619

Importing translates data from other

programs into a format that Peachtree

can use.

16-20

Exporting, p. 620

Exporting copies Peachtree data into a

format that other programs can read and

use.

16-21

Files, p. 620

Files are a group of related records; for

example, customer files and journal files.

16-22

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

Fields, p. 620

Fields are an individual piece of data; for

example, invoice numbers, account

numbers, debit amount, credit amount.

16-24

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

Internet Activity, p. 628

1 Go to the book’s website at www.mhhe.com/yacht2008.

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.

16-26

Going to the Net, p. 629Access the article “New Peachtree by Sage Premium Accounting for Nonprofits 2008 Is Now Available” online at http://www.sagesoftware.com/newsroom/news/index.cfm/fuseaction/news.detail/id/896

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