Importing/Exporting - Account Fields

Accounts Fields

Field

Description and Character Limits

*Account Number

5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits, for example, 1-1234.

Account Name

30 characters, alphanumeric.

Header

1 character. Any non-blank character signifies that it is a header account.

Balance

15 characters (including numbers, dollar signs, commas, negative signs). If no decimal entered, BusinessBasics appends .00. If more than 2 decimal places, BusinessBasics rounds to nearest cent.

When exporting, BusinessBasics exports the balance shown in the Current Balance field of each account.

When importing, BusinessBasics enters the balance in the Opening Balance field of each account.

Checking Privileges

1 character. Any non-blank character signifies that the account has checking privileges (if this is an asset account) or credit card privileges (if this is a liability account).

Last Check Number

7 characters, alphanumeric

Inactive Account

If the field is blank or the letter N appears in the field, the account won't be marked; the account will have an active status.

If the field contains a Y or any non-blank character (other than N), the account will be marked; the account will have an inactive status.

For information about updating the status of existing records, see Updating the status of cards, items or accounts.

*This is a required field for importing.

Field	Description and Character Limits
*Account Number	5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits, for example, 1-1234.
Account Name	30 characters, alphanumeric.
Header	1 character. Any non-blank character signifies that it is a header account.
Balance	15 characters (including numbers, dollar signs, commas, negative signs). If no decimal entered, BusinessBasics appends .00. If more than 2 decimal places, BusinessBasics rounds to nearest cent. When exporting, BusinessBasics exports the balance shown in the Current Balance field of each account. When importing, BusinessBasics enters the balance in the Opening Balance field of each account.
Checking Privileges	1 character. Any non-blank character signifies that the account has checking privileges (if this is an asset account) or credit card privileges (if this is a liability account).
Last Check Number	7 characters, alphanumeric
Inactive Account	If the field is blank or the letter N appears in the field, the account won't be marked; the account will have an active status. If the field contains a Y or any non-blank character (other than N), the account will be marked; the account will have an inactive status. For information about updating the status of existing records, see Updating the status of cards, items or accounts.