It may be valuable to export the categories listed in the system at any given time. These exports can work as a backup method to secure data, as well as shorten the amount of time it takes to do a mass edit. When Exporting categories you are asked two questions: Do you want to export Unit Component? and Do you want to export User Component information?. You can select Yes or No to either question. Keep in mind that there are typically many lines of data on the #CUC# and #CUNC# sheets, so selecting Yes for either of these options dramatically increases the size of the file and the time it takes to generate.

 

Tax Basis/Return Mapping items can be exported to an Import Return Maps template. In Administration > Manage Tax Basis/ Return select Export Mappings. This creates a file with two sheets: #MBAL# Map Balance Sheet Mappings and #MINC# Map Income Statement. Exporting before items have been entered generates a blank Import Return Maps template.

 

In Administration > Export Categories you can export the categories listed in the system at any given time.

To export categories:

1.Select Administration and then Export Categories. The Export Categories dialog box opens.

Administration - Export Categories

 

2.Type the filename and answer the export questions.

 

Export Categories

 

3.Click .

 

To review the progress of the export, select Jobs in the navigation bar.