File Preferences

This section covers file settings in the Goldenseal small business software.

File Settings
Exporting | Importing | Other File Settings | Export File Formats

OTHER PREFERENCES
        Chart of Accounts Preferences | Contract Preferences
        Data Entry Preferences | Expenses Preferences
        Income Preferences | Interface Preferences | Record Numbering

Website Links
Accounting Software | Business Management Software

RELATED TOPICS
Company Info | Custom Layouts | Passwords

File Preferences

To set details for file management, choose Preferences from the Options menu, and choose Files from the submenu.

Enter the following fields:

EXPORT OPTIONS

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 values.
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 order dialog.
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 OPTIONS

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.
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.

OTHER ITEMS

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 VERSION).
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).

Record Separators

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 mail merge.

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.