Export Accounts/Branches/Taxes

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bullet01 Export Accounts/Branches/Taxes: This option is used to transfer information about Accounts, Branches and Taxes from main branch to its sub-branch. For example: Head- Office to Any Other Branch.

 

bullet01 Main Menu > Utilities > Export/Import Branch Wise Data > Options> Export Import Data > Export Account/Branch/Tax Masters

 

  Toggle Icon Minus 17 Main Menu

 

Export Account-Branch-Tax Masters

 

Fig 1. Main Menu

 

How to Export the Data?

 

As your click on Export Account/Branch/Tax Masters, a window will appear on your screen. It consists of two tabs.

 

Toggle Icon Minus 17Masters

 

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Fig 2. Select Accounts to Export

 

 

Select Accounts to Export:

 

Click on this option to select accounts that you want to export. A List of accounts will appear on your screen. Select the account you want to export and Click on Ok.

 

 

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Fig 3. Select Branches to Export

 

 

Select Branches to Export:

 

Click on this option to select branches that you want to export. A List of branches will appear on your screen. Select the branch you want to export and Click on Ok.

 

 

  export-account-branch-taxmasters-2.zoom25

 

Fig 4. Select Sale Tax Types to Export

 

 

Select Sale Tax types to Export:

 

Click on this link to select the Sale Tax Types to Export.              

 

 

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Fig 5. Select Purchase Tax Types to Export

 

 

Select Purchase Tax types to Export:

 

Click on this link to select the Purchase Tax Types to Export.              

 

 

 

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Fig 6. Select Cities to Export

 

 

Select Cities to Export:

 

Click on this option to select cities that you want to export. A List of cities will appear on your screen. Select the city you want to export and Click on Ok.

 

 

 

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Fig 7.Select Credit Card to Export

 

 

Select Credit Card to Export:

 

Click on this option to select Credit Card that you want to export. A List of banks will appear on your screen. Select the bank you want to export and Click on Ok.

 

 

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Toggle Icon Minus 17Retail Customer Masters

 

 

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Fig 8.Select Gift Vouchers to Export

 

 

Select Gift Vouchers to Export:

 

Click on this option to select Gift Vouchers that you want to export. A List of gift vouchers will appear on your screen. Select the gift voucher you want to export and Click on Ok.

 

 

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Fig 9.Select Discount Coupon to Export

 

 

 

Select Discount Coupon to Export:

 

Click on this option to select discount coupons that you want to export. A List of discount coupon will appear on your screen. Select the coupon you want to export and Click on Ok.

 

 

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Fig 10.Select Retail Customer to Export

 

 

Select Retail Customer to Export:

 

Click on this option to select retail customers that you want to export. A List of retail customers will appear on your screen. Select the retail customers you want to export and Click on Ok.

 

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bullet01 After selecting every detail click on Start Export button. Copy Data Export Files window will open. Click Start Copy.

 

Export Account-Branch-Tax Masters-10

 

Fig 11. Copy Data Export Files

 

bullet01 You have successfully exported your file.

 

Export Account-Branch-Tax Masters-11

 

Fig 12. Export File

 

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