Fiscal Finance — Desktop version

Using the desktop version of Fiscal Finance (installed on your own computer)? This guide shows how to export your lease and hire-purchase data and send it to us to import. Because the program runs on your computer, the files save straight to a folder you choose — no copying required. Watch the video, or follow the written steps below.

Note

Not sure which version you have? See Exporting from Fiscal Finance. If you log in to Fiscal Finance through your browser, follow the Cloud Edition guide instead.

Export the data

1. Open AAS17 Lease and HP Accounting.

2. Go to File → File Manager.

3. Click Tag All so every file is ticked, then click Export.

4. In the Browse For Folder window, choose where to save the files. For example, open your Downloads folder, click Make New Folder, name it Fiscal Export, then click OK. Wait for the export to finish — your data files (Assets, Client, Payments, and others) are saved into that folder.

5. Open that folder in File Explorer, right-click it, and choose Compress to ZIP file (or Send to → Compressed (zipped) folder) to create Fiscal Export.zip.

6. Email Fiscal Export.zip to us at support@heroblue.com.au, and we’ll import it into Hero Blue for you.

Tip

If the export doesn’t go to plan, don’t worry — book a quick 15-minute call and we’ll walk through it together and import your data live.