Export posted batches
All files exported in the Posted batches option in the Export (Setup ribbon) cannot be imported as the TXF or XML file formats.
All other file types in the (Posted batches) option in the Export (Setup ribbon) cannot be imported as well using the Posted batches import option (F9:Process) option of the Batch entry screen.
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.