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Transferring data between HandiBiz and HandiLedger

Transferring data between HandiBiz and HandiLedger

HandiBiz incorporates a Debtors and Creditors component, that will result in a different transfer methodology if used.

Transferring data between HandiBiz and HandiLedger when the Debtors and Creditors component is NOT used

Transferring data between HandiBiz and HandiLedger when the Debtors and Creditors component is NOT used.

When you copy data to disk for the accountant, HandiBiz assumes that the transfer has been successful and that the disk will be received by the accountant and read into HandiLedger.

If you realise that you forgot an entry and want to add it after having made the disk, you will need enter the additional entry and then create a separate disk. The second disk will only have the new entry(ies),and both the new disk and the original disk will need to be sent the accountant and read in, to enable him to get both sets of entries you have created. The reason for this is that HandiBiz only copies the changes made since the last disk transfer.

Transferring data between HandiBiz and HandiLedger when the Debtors and Creditors component is used

Transferring data between HandiBiz and HandiLedger when the Debtors and Creditors component is used.

This transfer is done in two stages, the first the HandiBiz stage as outlined above.

The second stage is the Debtors and Creditors component.

Notes:

  • This is an all encompassing transfer, and no work can be done until the accountant returns the data or advises that he has no changes and you can carry on inputting data.
  • The accountant requires a set of data for HandiBiz and the Debtors and Creditors component as changes that affect Debtors and Creditors can only be made in the and Debtors and Creditors component, and they will feed through to the HandiBiz section.
  • We suggest that if you use the Debtors and Creditors component, once you create the data disks for the accountant you cease working until he returns them to you.  

Program and version

HandiBiz, all versions

HandiLedger, all versions

The following article is a brief explanation of the concept of transferring data between HandiBiz and HandiLedger.