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Procedure documentationExporting Transactions to Another Company in SAP Business One Locate this document in the navigation structure


You can copy transactions – accounting documents – from one company to another in SAP Business One. To do this, you export the transactions from one company (source) and import them into another (target).

If you regularly perform export/import operations of transactions, we recommend writing down which transactions were copied during each operation.


  • The master record numbers in the G/L accounts, and the business partners that are contained in the postings, are identical in both companies.

    If a master record for a G/L account or business partner does not exist yet in the target system, the system will create this object automatically in accordance with the data in the posting.

  • If you run SAP Business One in a company network, you have made sure that other users are logged off when you start exporting the transactions.


  1. In SAP Business One, log on to the source company.

  2. Choose   Administration   Data Import/Export   Data Export   Export Transactions to SAP Business One  .

  3. In the dialog box that appears, choose the selection parameters for the transactions to be exported.

    You can specify the parameters for selecting the accounting documents on the left side of the window; you can also select accounting documents through certain original journals on the right side.

Selection Parameters

  • You can select accounting documents by:

    • Document number

    • Reference numbers Ref 1 and Ref 2

    • Transaction code

    • Project number

  • You can limit the export to documents with a specific total amount in local, system, and/or foreign currency.

  • You can select documents by specifying a text or string from the Details Contain field. Only the documents that contain this text or string in their Details fields are selected.

  1. Enter a value range for each parameter.

    If you specify multiple parameters, only the documents that fit all the parameters are exported.

  2. Choose the flag on the left of the parameter field to select it.

  3. Specify the value range for that parameter in the fields to the right.

Original Journal

  • You can select accounting documents for export through the underlying original journal documents.

    For example, you can export all accounting documents that were created as a result of incoming (AP) invoices.

  • You can select several original journals simultaneously.

  1. Choose Original Journal to specify original journals as an export criterion.

    You can specify both selection parameters and original journals for an export operation. In this case, the documents from the original journals that fulfill the parameters in the left half of the screen are exported.

  2. If you want to export all the accounting documents, select Choose All.

    The selection you make here becomes the default when you next call the function.

  3. When you have selected all the necessary accounting documents, choose OK.

    When the file manager opens, indicate where you want to save the file, for example, on the hard drive or on a data medium.

    If you want to specify a custom file name, overwrite the default proposal. The file must be saved in .txt format.

  4. In the file manager, choose Save. A message appears as soon as the document export has been completed successfully.