The following options is available to export and import batch transactions:

  • Posted batches - Import a posted batch option (F9:Process) of the "Batch entry" screen. You may select a posted batch on the Posted batches tab of the "Batch entry" screen to import. 
  • Spreadsheet Import Export - osFinancials5 supports the "Excel Workbook (*.xlsx) file type Spreadsheet import and export feature.  
    • Spreadsheet export - You may export unposted batch transactions and save it as a "Excel Workbook (*.xlsx) file type.
    • Spreadsheet import - You may import batch transactions from a saved "Excel Workbook (*.xlsx) file type.
  • Unposted batches 
    • Export batch transactions - Write delimited file option (F9:Process) of the "Batch entry" screen. This will create a Comma Separated Value (*.csv) file. 
    • Import batch transactions - Delimited file import option (F9:Process) of the "Batch entry" screen. Select the Comma Separated file (*.csv) file.