Get Data
Overview
The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink.
BudgetLink does not use a live link to your data. Instead, it provides a mechanism to synchronise the data from your accounting packages into different databases and into Excel's memory. Allowing you to run reports in the most efficient way.
Each time you require access to the latest data in BudgetLink, you will need to run this Get Data process.
To provide the best performance, there are two types of get data available:
- Full Get Data
- Quick Get Data
Understanding the Full Get Data process
The Full Get Data process ensures that all the data is retrieved from your accounting software. Whenever you want to see the latest changes made to your MYOB, QuickBooks or Xero data file, you should perform a full get data.
Understanding the Quick Get Data process
The Quick Get Data process is a cut down version of the full get data process which only retrieves the last queried information into Excel's memory. As such, it will not update any information from your accounting software.
You should use the Quick Get Data only when you know the numbers you are looking at have not changed (e.g. viewing the figures in December 2013 when you are already in April 2014 and know the figures have been audited and not changed).
Another situation where the Quick Get Data is useful is if you've already performed a Full Get Data in the morning, closed the software and now want to run another report.
How to Get Data from your accounting package
Whenever you start BudgetLink, the get data process will usually display. The get data process can also be accessed from the Menu. To perform a Get Data, follow these steps.
- From the Get Data Options dialogue, ensure the Full Get Data option is selected;
- Click on the OK button and wait for the progress dialogue to complete;
- Once complete, click the Close button and then run your reports.
Partial Get Data
The ability to perform partial get data is not available in any edition of BudgetLink.
Archiving during Get Data
BudgetLink Ultimate Edition has the ability to archive historical data allowing you to retain data which may have been purged out of MYOB.