Chapter 16: Chapter 16: Import/ExportImport/Export

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Import/ExportImport/Export

Importing translates data from other Importing translates data from other programs into a format that Peachtree can programs into a format that Peachtree can use.use.

Exporting copies Peachtree data into a Exporting copies Peachtree data into a format that other programs can read and use. format that other programs can read and use.

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Software Objectives, p. 603Software Objectives, p. 603

Export information from Peachtree to a word Export information from Peachtree to a word processing program. (In this chapter, Microsoft processing program. (In this chapter, Microsoft Word 2002 is used.)Word 2002 is used.)

Select the customer list from Bellwether Garden Select the customer list from Bellwether Garden Supply to export.Supply to export.

Save two files.Save two files.

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Web Objectives, p. 603Web Objectives, p. 603Use your Internet browser to go to the Use your Internet browser to go to the book’s website at book’s website at www.mhhe.com/yacht2003www.mhhe.com/yacht2003

Go to the Internet Activity link on the book’s Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES website. Then, select WEB EXERCISES PART 4. Complete the second exercise in PART 4. Complete the second exercise in Part 4Part 4−−Women’s Business Center.Women’s Business Center.

Use a word processing program to write Use a word processing program to write summaries of the websites that you visited.summaries of the websites that you visited.

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Peachtree TipsPeachtree Tips

The word processing program used to illustrate The word processing program used to illustrate Peachtree’s exporting feature is Microsoft Word Peachtree’s exporting feature is Microsoft Word 2002.2002.You may use any word processing program that You may use any word processing program that supports ASCII to complete Chapter 16.supports ASCII to complete Chapter 16.You export data from Bellwether Garden Supply You export data from Bellwether Garden Supply in Chapter 16.in Chapter 16.

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Backing up Chapter 16Backing up Chapter 16

DiskDisk Backup Name Backup Name

KBKB Page Page Nos.Nos.

18 of 1818 of 18 A:\customer.csvA:\customer.csv 28 KB28 KB 609609

A:\customer.lstA:\customer.lst 28 KB28 KB 611611

TOTAL KBTOTAL KB 56 KB56 KB

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Chapter 16 topicsChapter 16 topics1.1. Software objectives and web objectives, p. 603Software objectives and web objectives, p. 6032.2. Files, Records and Fields, pp. 605-606Files, Records and Fields, pp. 605-6063.3. Getting started: Exporting, pp. 606-611Getting started: Exporting, pp. 606-6114.4. Importing, pp. 611-612Importing, pp. 611-6125.5. Internet activity, p. 612Internet activity, p. 6125.5. Summary and Review, pp. 612-613Summary and Review, pp. 612-613

a.a. Going to the net, p. 613Going to the net, p. 613b. Multiple-choice questions, pp. 613-615b. Multiple-choice questions, pp. 613-615c. Exercise 16-1, p. 616c. Exercise 16-1, p. 616d. Exercise 16-2, p. 616d. Exercise 16-2, p. 616e. Chapter 16 index, p. 617e. Chapter 16 index, p. 617

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Getting Starting: Exporting, pp. 606-607Getting Starting: Exporting, pp. 606-607

Open Bellwether Garden Supply. (In this chapter data is used from the Open Bellwether Garden Supply. (In this chapter data is used from the Exercise 6-2.ptb backup file). Exercise 6-2.ptb backup file). Select File, then “Select Import/Export.” Highlight “Customer List.” This Select File, then “Select Import/Export.” Highlight “Customer List.” This screen is shown at the top of page 607.screen is shown at the top of page 607.

Click on the “EClick on the “Exxport” icon.port” icon.

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Customer List, p. 607-608Customer List, p. 607-608The “EThe “Exxport” icon was selected in step 5 on p. 607.port” icon was selected in step 5 on p. 607.

Step 6 on p. 608 instructs you to click on the “FieStep 6 on p. 608 instructs you to click on the “Fiellds” ds” tab, then <Show tab, then <Show AAll>.ll>.

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““FieFiellds” tab, p. 608ds” tab, p. 608The <Show The <Show AAll> button was selected. (See step 6 on ll> button was selected. (See step 6 on

page 608.)page 608.)

Click on the “OpClick on the “Opttions” tab. Read the “Comment” ions” tab. Read the “Comment” boxes on page 608.boxes on page 608.

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A:\CUSTOMER.CSV, p. 609A:\CUSTOMER.CSV, p. 609

Put a disk in drive A. Complete step 8 on page 609.Put a disk in drive A. Complete step 8 on page 609.

Click on <Save>.Click on <Save>.

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Save As, p. 609Save As, p. 609 After selecting the <Save> button (step 9, p. 609), the After selecting the <Save> button (step 9, p. 609), the “Save As” screen appears. Type “Save As” screen appears. Type CustomersCustomers in the in the “Name” field.“Name” field.

Click on <Save>. Complete steps 11, 12, 13, and 14 Click on <Save>. Complete steps 11, 12, 13, and 14 on p. 610.on p. 610.

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MS Word screen, p. 611MS Word screen, p. 611This screen appears after completing the steps on This screen appears after completing the steps on page 610.page 610.

Complete steps d. and e. on page 611.Complete steps d. and e. on page 611.

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Importing, pp. 611 and 612Importing, pp. 611 and 612

Read pages 611 and 612.Read pages 611 and 612.

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Glossary of TermsGlossary of TermsChapter 16Chapter 16

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Importing, 603Importing, 603

Importing translates data from other Importing translates data from other programs into a format that Peachtree programs into a format that Peachtree can use.can use.

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Exporting, p. 604Exporting, p. 604

Exporting copies Peachtree data into a Exporting copies Peachtree data into a format that other programs can read and format that other programs can read and use.use.

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Files, p. 604Files, p. 604

Files are a group of related records; for Files are a group of related records; for example, customer files and journal files.example, customer files and journal files.

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Records, p. 604Records, p. 604

Records are a group of fields that contain Records are a group of fields that contain information on one subject; for example, information on one subject; for example, the general journal, purchase journal, cash the general journal, purchase journal, cash disbursements journal, sales journal, or disbursements journal, sales journal, or cash receipts journal.cash receipts journal.

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Fields, p. 604Fields, p. 604

Fields are an individual piece of data; for Fields are an individual piece of data; for example, invoice numbers, account example, invoice numbers, account numbers, debit amount, credit amount.numbers, debit amount, credit amount.

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ASCII, p. 606ASCII, p. 606

ASCII is a acronym for American Standard ASCII is a acronym for American Standard Code for Information Interchange. It is one Code for Information Interchange. It is one of the standard formats for representing of the standard formats for representing characters on a computer. Most word characters on a computer. Most word processing, spreadsheet, and database processing, spreadsheet, and database programs can read ASCII files.programs can read ASCII files.

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Internet Activity, p. 612Internet Activity, p. 612

11 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2003www.mhhe.com/yacht2003

22 In the “Student Center” list, link to Internet Activities.In the “Student Center” list, link to Internet Activities.

33 Link to WEB EXERCISES PART 4.Link to WEB EXERCISES PART 4.

44 Complete the “Women’s Business Center” exercise. Complete the “Women’s Business Center” exercise. Read steps 1-4.Read steps 1-4.

55 Follow the steps shown on the book’s website to Follow the steps shown on the book’s website to complete this Internet activity.complete this Internet activity.

66 Using a word processing program, write a brief Using a word processing program, write a brief summary of what you find. Include all appropriate summary of what you find. Include all appropriate website addresses.website addresses.

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Going to the Net, p. 613Going to the Net, p. 613Access Peachtree’s 25Access Peachtree’s 25thth anniversary article at anniversary article atwww.peachtree.com/pressroom/pr_25th_anniversary.cfmwww.peachtree.com/pressroom/pr_25th_anniversary.cfm

1.1. Why is Peachtree Software celebrating more Why is Peachtree Software celebrating more than 25 years in business?than 25 years in business?

2.2. Where was Peachtree Software first sold?Where was Peachtree Software first sold?

3.3. What milestone occurred in 1980?What milestone occurred in 1980?

4.4. What is Peachtree’s Internet accounting or What is Peachtree’s Internet accounting or Application Service Provider software called?Application Service Provider software called?