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Import/ Export of Datas

How to Import a Chart of Accounts

The import and creation of your chart of accounts must be done as soon as you start using the accounting solution. Your GEM-CAR account must not have any transactions when importing a chart of accounts. If you have made transactions…
151 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

Exporting Data to Excel

You may need to have some very precise accounting or management data to satisfy some very specific needs such as reports, graphs, etc. There are many places in GEM-CAR where you can export data, which will be contained in a…
140 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

Importing Data from SAGE to GEM-CAR

It is possible to import up to 7 years of history from SAGE. Option 1 - Send us your .cab file; Option 2 - Send us your xls files. Check the integrity before sending (procedure at the bottom of this…
131 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

Exporting Clients from DTMax/Taxprep

Select your customers (put in yellow). In the menu, select Folder > Print > Customer list. Tagged customers and Export to file - comma delimited. Select the data to be exported. Determine the location of the file and name it…
114 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

How to Import Your Data from Acomba

First of all, please send us the concordance between your accounts and our main accounts. All you have to do is replace the #### with the number of your account charter. Note: Do not send your account charter, as it…
110 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

Importing Data or Not

First of all, you have to decide whether you want to import the data from your old accounting software or start from scratch. If you wish to import data from your old accounting software, GEM-BOOKS provides you with several import…
105 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

Export Inventory to a CSV File

To export your Inventory to a CSV list file, follow the instructions below. From the left main menu, click on Inventory > Products & Services. Filter products by type or category. As an example, you could choose to export tire…
105 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

Importing Payables and Receivables

Option 1: With the transfer tool Transfer with the tool. If the balances do not balance, you must delete the transaction(s) with the tool (coming November 23) and move on to option #2. Option 2: Using the Excel file Transfer…
100 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

How to Import Your Data from Another Accounting Software

We have tools to suck data from Sage 50 and Acomba. If you use one of its two software programs, refer to the following articles: How to Import Your Data from Sage to GEM-CAR? How to Import Your Data from…
98 views Posted  6 months  ago by  Olivier Brunel
Import/ Export of Datas

Exporting Data - Client, Supplier, Human Resources, Vehicles

You may need to have some very precise accounting or management data to satisfy some very specific needs such as reports, graphs, etc. There are many places in GEM-CAR where you can export data, which will be contained in a…
68 views Posted  3 months  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Exporting Quantities in Inventory

You may need to have some very precise accounting or management data to satisfy some very specific needs such as reports, graphs, etc. There are many places in GEM-CAR where you can export data, which will be contained in a…
29 views Posted  1 month  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Cleanup Tool - Make Products Without Inventory Quantity Inactive

When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors. To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. If you select the Make Products…
11 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Cleanup Tool - Renumber Clients in Numerical Order (Starting with 100)

When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors. To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. Selecting the option Renumber Clients in…
10 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Cleanup Tool - Disable “Bill to” in Clients

When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors. To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. If you select the Disable “Bill…
10 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Cleanup Tool - Remove 0s in Front of Product Codes

When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors. To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. If you select the Remove 0s…
10 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Data Import - Cleanup Tool

When you need to import your data into V15, in order to prepare it for GO-LIVE, information can sometimes be incorrect or duplicated, for example. Correcting these problems is easy: GEM-CAR has a specific tool for such cases. It's called…
10 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Cleanup Tool - Remove Spaces in Plate Number Fields (Vehicles)

When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors. To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. Selecting the Remove Spaces in Plate…
10 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Cleanup tool - Remove Duplicated Vehicles

When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors. To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. Selecting the Remove Duplicated Vehicles option…
9 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Cleanup Tool - Reassign Category Configurations to Estimate Products (Accounting Accounts)

When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors. To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. Selecting the Reassign Category Configurations to…
9 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas

Cleanup Tool - Clean up Duplicate Clients (put -1, -2, etc...)

When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors. To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. Selecting the Clean up Duplicate Clients…
9 views Posted  1 week  ago by  Bianca da Silveira De Amorim
Import/ Export of Datas
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