This section covers file settings in the Goldenseal small business software.
Exporting | Importing |
Other File Settings | Export File Formats
Chart of Accounts Preferences | Contract
Data Entry Preferences | Expenses
Preferences | Interface Preferences | Record
Accounting Software | Business
Company Info | Custom Layouts | Passwords
To set details for file management, choose Preferences from the Options
menu, and choose Files from the submenu.
Enter the following fields:
Bypass Field Order Dialog-- Turn on the checkbox to skip the field
order dialog when you export and import. With it off, exports
will always include all fields in alphabetical order.
Export Object ID's-- Turn on the checkbox to export object ID
numbers for popup menus and clairvoyant fields. You need the ID's
if you plan to bring the data back into Goldenseal. You probably
don't want the ID numbers if you are using the data for a report.
Export Percents As Decimal-- Turn on the checkbox to export
percent values as a decimal (.10) rather than a percent (10%).
HINT-- You may want to export values as
decimals if exporting to a program that doesn't properly read percentage
Export Tags Not Titles-- Turn on the checkbox to get each field's
four-letter tag at the top of each column, rather than the field's title.
HINT-- Using tags makes it easier to import
the data back into Goldenseal.
Save Export Order-- Turn on the checkbox to "remember" the new
order for your next export, when you use the field
Field Separator-- Choose the field separator to use in the export file. This is
the character that separates fields
in each record.
HINT-- The most common export format is to use Tabs as separators.
Import Modification Dates-- Turn on the checkbox to import the modification
date stored in exported records. Turn it off to use the date of the
Import Chart of Account Folders-- Turn on the checkbox to import
account folder locations.
Match List Items By Name-- Turn on the checkbox to look for
list records by name rather than ID number.
Automatic Backup Frequency-- Choose the interval that is used for automatic backups. Some backup intervals
allow you to set the time when the backup
is created. (NOT WORKING IN CURRENT VERSION).
Automatic Backup Rotation-- Enter the number of backup files that will be used. Goldenseal will rotate through the
different files so you have several
backups of different ages. (NOT WORKING IN CURRENT
Warn About Missing Objects-- Turn on the checkbox to have Goldenseal
warn you about missing objects.
Multi-User Type-- When running the multi-user version, choose
how you'd like to run this file. (NOT WORKING IN CURRENT VERSION).
Goldenseal currently allows you to export data in two different formats:
Tab Separated Fields
Use tab separation if you are exporting a file that you will import into
Goldenseal, or that you will open in a spreadsheet.
Records are separated by a carriage return. Fields are separated by a tab character.
HINT-- Multi-line text fields that have an internal carriage
return replace the return with a non-printing character so it won't look like a separate record.
Comma Separated Fields
Use comma separation if you are exporting a file that you will use for
Records are separated by a carriage return. Fields are separated by a comma. If a field contains a comma, the field contents are surrounded
by quotation marks.
HINT-- Multi-line text fields that have an internal carriage return replace the return with a non-printing character
so it won't look like a separate record.
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