Export Command on File Menu
General Ledger lets you export data such as account master information and transaction batches to files that can be read and used by other programs. Transferring this information to non-Sage ERP Accpac databases is called exporting.
One common use of the export function is to export account balances (or net amounts) to a spreadsheet for analysis and manipulation. Then to import this information as next year's budget information.
To export General Ledger information, follow these general steps:
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Open the form or dialog box for the data you want to export.
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Choose Export from the File menu.
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In the Export dialog box that appears, choose a Type from the following drop-down list:
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Excel 2000
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Excel 2007 Binary Workbook
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Single CSV File
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CSV File
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Access
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Access 2007
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Excel 5.0
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dBase 5.0
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ODBC
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XML
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Click Browse to choose a file to export to.
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If you are exporting to Excel, you must create an Excel file before exporting from Sage ERP Accpac.
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If you are exporting to Access, create a database file before exporting from Sage ERP Accpac.
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If you choose CSV, you must first set up a path to the directory where you will be exporting the Sage ERP Accpac data.
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To export in XML format you will first need to determine a location to export the file to.
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Before you export to an ODBC database, you will need to create an empty database to use for the export. (Be sure to create it in the database type you use.)
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Click the plus sign beside each item if there are fields that you do not want exported.
Note that the items with a star beside the checkmark are key fields that must be exported.
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Click OK to begin the export.
To change the criteria for exported data, click the Set Criteria button before clicking OK.
When the export is finished, you will receive a message that displays the number of records exported.