Friday, 15 June 2012

Exporting Data to Financial Packages

Beadia contains a lot of financial information relevant to your business, information which you may need to transfer to financial or other applications. The new Export feature in version 1.1 handles this for you, by exporting sales and purchase data to a QIF file. This file is suitable for importing into financial apps such as QuickBooks, Moneywell or iBank. You can also export to a CSV (comma-separated values) file for import into spreadsheet apps like Numbers or OpenOffice.
Each library has it's own set of export formats, and you can export either all of your data or the results of a filter. To use the export feature:

  1. Set up a filter or folder to display the data you want to export.
  2. Click the Action button below the grid and choose Export... from the popup menu.
  3. Choose an export format from the list which appears. You can select a format by double-clicking it.
  4. In the Save sheet which appears, specify the filename you want to export to and click Save.
All export files are simple text files which you can view in Textedit. Refer to the documentation for the application you want to import data into for instructions on what to do next.

Exporting Contact Information

You can export contact details to a CSV file too. This is great for producing mailing labels: the resulting CSV file can be used by apps such as OpenOffice as data for form letters or address labels.

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