GEM-FAQ

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…

168 views Posted 7 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…

162 views Posted 7 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…

146 views Posted 7 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…

131 views Posted 7 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…

124 views Posted 7 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…

115 views Posted 7 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…

114 views Posted 7 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…

114 views Posted 7 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…

107 views Posted 7 months ago by Olivier Brunel

Import/ Export of Datas

Exporting Data - Client, Supplier, Human Resources, Vehicles

77 views Posted 4 months ago by Bianca da Silveira De Amorim

Import/ Export of Datas

Exporting Quantities in Inventory

42 views Posted 2 months 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…

26 views Posted 1 month ago by Bianca da Silveira De Amorim

Import/ Export of Datas