{"id":2494,"date":"2025-02-12T15:05:28","date_gmt":"2025-02-12T14:05:28","guid":{"rendered":"https:\/\/money2022.localhost\/novinky-a-tipy\/jak-na-snadny-import-dat-z-excelu-do-noveho-ucetniho-programu\/"},"modified":"2025-02-12T15:05:31","modified_gmt":"2025-02-12T14:05:31","slug":"jak-na-snadny-import-dat-z-excelu-do-noveho-ucetniho-programu","status":"publish","type":"post","link":"https:\/\/money.cz\/novinky-a-tipy\/podnikani\/jak-na-snadny-import-dat-z-excelu-do-noveho-ucetniho-programu\/","title":{"rendered":"Jak na snadn\u00fd import dat z Excelu do nov\u00e9ho \u00fa\u010detn\u00edho programu"},"content":{"rendered":"<p>Porad\u00edme v\u00e1m, jak si import usnadnit a konkr\u00e9tn\u011b v\u00e1m uk\u00e1\u017eeme,<strong> jak importovat data z Excelu <\/strong>do \u00fa\u010detn\u00edho programu Money S3.<\/p>\n<h2>P\u0159edt\u00edm ne\u017e zah\u00e1j\u00edte import<\/h2>\n<p>Aby se b\u011bhem p\u0159enosu dat n\u011bco nepokazilo, je d\u016fle\u017eit\u00e9 si<strong> v\u0161e p\u0159edem napl\u00e1novat<\/strong>. Z\u00e1rove\u0148 minimalizujte ru\u010dn\u00ed p\u0159episy, p\u0159i kter\u00fdch doch\u00e1z\u00ed k chyb\u00e1m, a sna\u017ete se co nejv\u00edce informac\u00ed importovat automaticky. Chytr\u00fd \u00fa\u010detn\u00ed program v\u00e1m s v\u011bt\u0161inou pom\u016f\u017ee.<\/p>\n<p>Zde jsou t\u0159i tipy pro \u00fasp\u011b\u0161n\u00e9 importov\u00e1n\u00ed dat:<\/p>\n<h3>1. P\u0159enos dat si napl\u00e1nujte<\/h3>\n<p>Zva\u017ete, jak\u00e1 data pot\u0159ebujete do nov\u00e9ho programu p\u0159en\u00e9st a<strong> v\u0161e si nejd\u0159\u00edve sepi\u0161te<\/strong>. Tedy ve\u0161ker\u00e9 dokumenty, doklady a kontakty \u2013 doporu\u010dujeme p\u0159enos co nejv\u00edce informac\u00ed, i t\u011bch, kter\u00e9 moment\u00e1ln\u011b nevyu\u017e\u00edv\u00e1te. Nikdy nev\u00edte, kdy se budou hodit.<\/p>\n<p>Podle n\u00e1ro\u010dnosti prov\u00e1d\u011bjte cel\u00fd proces b\u011bhem <strong>klidn\u011bj\u0161\u00edho obdob\u00ed<\/strong>. Ide\u00e1ln\u011b v dob\u011b dovolen\u00fdch \u010di b\u011bhem prodlou\u017een\u00e9ho v\u00edkendu, kdy v\u00e1s nebude nikdo ru\u0161it.<\/p>\n<h3>2. Data si z\u00e1lohujte<\/h3>\n<p>Ujist\u011bte se, \u017ee m\u00e1te v\u0161echna data p\u0159ed zah\u00e1jen\u00edm z\u00e1lohov\u00e1na. Kdyby se cokoliv pokazilo, va\u0161e<strong> informace se neztrat\u00ed<\/strong>. Je mo\u017en\u00e9, \u017ee si data ji\u017e z\u00e1lohujete pr\u016fb\u011b\u017en\u011b nebo to d\u011bl\u00e1 v\u00e1\u0161 st\u00e1vaj\u00edc\u00ed \u00fa\u010detn\u00ed software.<\/p>\n<p>Data m\u016f\u017eete m\u00edt ulo\u017een\u00e1 <strong>na extern\u00edm disku, firemn\u00edm serveru \u010di bezpe\u010dn\u00e9m cloudov\u00e9m \u00falo\u017ei\u0161ti<\/strong>.<\/p>\n<h3>3.\u00a0Data nejd\u0159\u00edve exportujte<\/h3>\n<p>V\u0161echna data, kter\u00e1 chcete p\u0159en\u00e9st do nov\u00e9ho \u00fa\u010detn\u00edho programu nejprve exportujte do strukturovan\u00e9ho souboru \u2013<strong> ide\u00e1ln\u011b do excelov\u00e9 tabulky s p\u0159\u00edponou .xls<\/strong> \u010di do XML souboru. V t\u00e9to podob\u011b je lze importovat do v\u011bt\u0161iny \u00fa\u010detn\u00edch program\u016f.<\/p>\n<p>Pokud si p\u0159i exportu dat nev\u00edte rady, m\u016f\u017ee v\u00e1m pomoci dodavatel va\u0161eho st\u00e1vaj\u00edc\u00edho programu.<\/p>\n<p>Poj\u010fme se nyn\u00ed pod\u00edvat, jak prob\u00edh\u00e1 p\u0159enos doklad\u016f a skladov\u00fdch z\u00e1sob v Money S3.<\/p>\n<link rel=\"stylesheet\" href=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/form.min.css\" \/>\n<script type=\"text\/javascript\">\n    var smFormInterval = null;\n\n    jQuery(document).ready(function() {\n        jQuery(\".shortcode-smartmailing-form .fheader p a.info\").click(function(e) {  \n            e.preventDefault();\n\n            \/*if (jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").is(\":visible\"))\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").hide();\n            }\n            else\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").show();\n            }*\/\n\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm\").submit(function(e) {\n            e.preventDefault();\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm button[type='submit']\").click(function(e) {\n            e.preventDefault();\n            \n            var email = jQuery(\"#shortcodeSmartmailingForm_email\").val();\n\n            if (email.length == 0)\n            {\n                alert(\"Pros\u00edm zadejte v\u00e1\u0161 e-mail.\");\n                return false;\n            }\n            if (!shortcodeSmartmailingForm_validateEmail(email))\n            {\n                alert(\"Zadan\u00fd e-mail m\u00e1 neplatn\u00fd form\u00e1t.\");\n                return false;\n            }\n\n            jQuery.ajax({\n                url: \"\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/service.php\",\n                type: \"POST\",\n                dataType: \"text\",\n                cache: false,\n                data: {\n                    \"email\": email,\n                    \"stdc\": jQuery(\"#shortcodeSmartmailingForm_stdc\").val(),\n                    \"current_url\": jQuery(\"#shortcodeSmartmailingForm_url\").val(),\n                    \"current_referrer\": jQuery(\"#shortcodeSmartmailingForm_referrer\").val()\n                }\n            }).done(function (response, textStatus, jqXHR)\n            {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n\t\t\t\tdataLayer.push({'event': 'newsletterSubscription', 'newsletterPosition': 'intext'});\n            }).fail(function( jqXHR, textStatus, errorThrown ) {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n            });\n\n            return false;\n        });\n    });\n\n    function shortcodeSmartmailingForm_validateEmail(email)\n    {\n        var re = \/^(([^<>()[\\]\\\\.,;:\\s@\\\"]+(\\.[^<>()[\\]\\\\.,;:\\s@\\\"]+)*)|(\\\".+\\\"))@((\\[[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\])|(([a-zA-Z\\-0-9]+\\.)+[a-zA-Z]{2,}))$\/;\n        return re.test(email);\n    }\n<\/script>\n<form method=\"post\" id=\"shortcodeSmartmailingForm\" class=\"shortcode-smartmailing-form\" action=\"\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2494\">\n\n    <div>\n        <div class=\"fheader\">\n            <h3>\n                Odeb\u00edrejte \u00fa\u010detn\u00ed a da\u0148ov\u00e9 novinky srozumiteln\u011b a v\u010das            <\/h3>\n            <div class=\"se-text\">\n                <p>\n                    Zadejte v\u00e1\u0161 e-mail a na\u0161e \u00fa\u010detn\u00ed a da\u0148ov\u00e9 tipy v\u00e1m budou chodit p\u0159\u00edmo do e-mailu.                    <a class=\"info\" title=\"E-maily v\u00e1m budou zas\u00edl\u00e1ny maxim\u00e1ln\u011b dvakr\u00e1t do m\u011bs\u00edce. Z odb\u011bru se m\u016f\u017eete kdykoliv odhl\u00e1sit.\">info<\/a>\n                <\/p>\n            <\/div>\n        <\/div>\n\n        <div class=\"ffooter\">\n            <div class=\"se-body\">\n                <input type=\"text\" id=\"shortcodeSmartmailingForm_email\" placeholder=\"Zadejte v\u00e1\u0161 e-mail\" \/>\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_stdc\" value=\"D\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_url\" value=\"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2494\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_referrer\" value=\"\">\n\n                <div class=\"se-submit\">\n                    <button type=\"submit\" id=\"shortcodeSmartmailingForm_submit\" value=\"Chci b\u00fdt v obraze\">Chci b\u00fdt v obraze<\/button>\n                                          <p class=\"mlctr success\" style=\"display: none;\">D\u011bkujeme, <strong>zkontrolujte Va\u0161i e-mailovou schr\u00e1nku<\/strong> pro potvrzen\u00ed odb\u011bru.<\/p>\n                                    <\/div>\n            <\/div>\n                          <p class=\"smart-disclaimer\">Odesl\u00e1n\u00edm souhlas\u00edte s na\u0161imi\n                <a href=\"https:\/\/money.cz\/ochrana-osobnich-udaju\/#zzvou\" target=\"_blank\">z\u00e1sadami pro zpracov\u00e1n\u00ed osobn\u00edch \u00fadaj\u016f<\/a>.\n              <\/p>\n                    <\/div>\n    <\/div>\n<\/form>\n<h2>Import dat z Excelu do Money S3: krok za krokem<\/h2>\n<p><a href=\"https:\/\/money.cz\/\">\u00da\u010detn\u00ed program Money S3<\/a> nab\u00edz\u00ed \u0161ikovn\u00fd modul <a href=\"https:\/\/money.cz\/vlastnosti\/import-dokladu-s3\/\">Import doklad\u016f z Excelu<\/a>, d\u00edky kter\u00e9mu se p\u0159i p\u0159enosu dat neztrat\u00ed jedin\u00e1 faktura ani pohled\u00e1vka. Modul je vhodn\u00fd v p\u0159\u00edpad\u011b, kdy na Money S3 p\u0159ech\u00e1z\u00edte z jin\u00e9ho \u00fa\u010detn\u00edho syst\u00e9mu.<\/p>\n<p>Money S3 pom\u00e1h\u00e1 v Kr\u00e1lovstv\u00ed ryb\u00e1\u0159\u016f s p\u0159\u00edjmem nov\u00e9ho zbo\u017e\u00ed. <em>\u201eKdy\u017e nakoup\u00edme nov\u00e9 zbo\u017e\u00ed, po\u017e\u00e1d\u00e1me dodavatele, aby n\u00e1m data poslal v XML souboru. Z n\u011bj v\u0161echny informace o produktech v\u010detn\u011b parametr\u016f a popisk\u016f importuji do Money a p\u0159es S3 Automatic tak\u00e9 do e-shopu. Vzhledem k tomu, \u017ee m\u00e1me 30 000 polo\u017eek si nedok\u00e1\u017eu p\u0159edstavit, \u017ee bych \u00fadaje o zbo\u017e\u00ed p\u0159episoval ru\u010dn\u011b,\u201d<\/em>\u00a0vysv\u011btluje <a href=\"https:\/\/money.cz\/pripadove-studie\/kralovstvi-rybaru\/\">Petr Moc<\/a>.<\/p>\n<p>Jednoduch\u00e9 a<strong> u\u017eivatelsky p\u0159\u00edjemn\u00e9 prost\u0159ed\u00ed<\/strong> v\u00e1m na pohled slo\u017eit\u00fd proces p\u0159enosu dat usnadn\u00ed.<\/p>\n<p>Importuj\u00ed se tyto doklady:<\/p>\n<ul>\n<li>faktury vystaven\u00e9 i p\u0159ijat\u00e9,<\/li>\n<li>z\u00e1lohov\u00e9 faktury,<\/li>\n<li>dobropisy,<\/li>\n<li>pohled\u00e1vky i z\u00e1vazky<\/li>\n<li>a z\u00e1soby (v\u010detn\u011b kmenov\u00fdch karet).<\/li>\n<\/ul>\n<h3>Krok 1: Import doklad\u016f a spr\u00e1vn\u00e9 nastaven\u00ed parametr\u016f<\/h3>\n<p>B\u011bhem importu zpracuje Money S3 v\u00e1mi p\u0159ipraven\u00e1 <strong>data z excelov\u00e9ho souboru<\/strong> a dle va\u0161ich preferenc\u00ed je nahraje. Je tedy d\u016fle\u017eit\u00e9 m\u00edt p\u0159ed za\u010d\u00e1tkem importu p\u0159ipraven\u00fd strukturovan\u00fd soubor s p\u0159\u00edponou .xls.<\/p>\n<p>V modulu <strong>nastav\u00edte ve\u0161ker\u00e9 parametry <\/strong>v jednotliv\u00fdch z\u00e1lo\u017ek\u00e1ch. Podle toho se odehraje cel\u00fd import, kter\u00fd n\u00e1sledn\u011b spust\u00edte.<\/p>\n<figure id=\"attachment_6753\" aria-describedby=\"caption-attachment-6753\" style=\"width: 594px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6753\" src=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2022\/01\/import-do-money-krok1.png\" alt=\"\" width=\"594\" height=\"735\" \/><figcaption id=\"caption-attachment-6753\" class=\"wp-caption-text\">Okno \u00fa\u010detn\u00edho programu, ve kter\u00e9m si p\u0159ed importem nastav\u00edte v\u0161echny parametry.<\/figcaption><\/figure>\n<h3>Krok 2: Import skladov\u00fdch z\u00e1sob<\/h3>\n<p>Podobn\u011b jako doklady m\u016f\u017eete v rychlosti <strong>importovat tak\u00e9 skladov\u00e9 z\u00e1soby<\/strong>. P\u0159ed importem si v z\u00e1lo\u017ek\u00e1ch nastav\u00edte va\u0161e preference ohledn\u011b kmenov\u00fdch karet \u010di z\u00e1sob.<\/p>\n<p>Zad\u00e1n\u00ed skladu je povinn\u00e9, program automaticky nab\u00edz\u00ed sklad, ze kter\u00e9ho byl import vyvol\u00e1n, m\u016f\u017eete jej v\u0161ak zm\u011bnit. Po vypln\u011bn\u00ed <strong>spust\u00edte import<\/strong>.<\/p>\n<p>S importem z\u00e1soby se automaticky spou\u0161t\u00ed tak\u00e9 <strong>import kmenov\u00e9 karty<\/strong>. Pokud se importuje z\u00e1soba jako nov\u00e1 (a neexistuje k n\u00ed p\u0159\u00edslu\u0161n\u00e1 kmenov\u00e1 karta), pak se karta sama vytvo\u0159\u00ed. Jestli\u017ee k z\u00e1sob\u011b u\u017e kmenov\u00e1 karta existuje, z\u016fstane b\u011bhem importu ponech\u00e1na.<\/p>\n<figure id=\"attachment_6754\" aria-describedby=\"caption-attachment-6754\" style=\"width: 619px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6754\" src=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2022\/01\/import-do-money-krok2.png\" alt=\"\" width=\"619\" height=\"637\" \/><figcaption id=\"caption-attachment-6754\" class=\"wp-caption-text\">Import z\u00e1sob do Money S3.<\/figcaption><\/figure>\n<h2>M\u00e1te z importu obavy? Zkuste si v\u0161e v bezplatn\u00e9 verzi Money S3<\/h2>\n<p>Pokud uva\u017eujete nad p\u0159echodem k \u00fa\u010detn\u00edmu programu Money S3, m\u016f\u017eete si ho nejprve <strong>bezplatn\u011b vyzkou\u0161et <\/strong>a ov\u011b\u0159it si, jestli v\u00e1m vyhovuje. <a href=\"https:\/\/money.cz\/cenik-s3\/vyzkouset-money-s3\/\">Software Money S3 Start je zdarma<\/a> a nab\u00edz\u00ed v\u0161echny funkce k vyzkou\u0161en\u00ed.<\/p>\n<p>Pokud se do importu pust\u00edte a n\u011bco v\u00e1m nebude jasn\u00e9, <a href=\"https:\/\/money.cz\/wp-content\/uploads\/Import_dokladu_z_Excelu.pdf\" target=\"_blank\" rel=\"noopener\">v t\u00e9to p\u0159\u00edru\u010dce<\/a> jsou v\u0161echny kroky vysv\u011btleny do detailu.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Porad\u00edme v\u00e1m, jak si import usnadnit a konkr\u00e9tn\u011b v\u00e1m uk\u00e1\u017eeme, jak importovat data z Excelu do \u00fa\u010detn\u00edho programu Money S3. P\u0159edt\u00edm ne\u017e zah\u00e1j\u00edte import Aby &#8230;<\/p>\n","protected":false},"author":2,"featured_media":2497,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","inline_featured_image":false,"footnotes":""},"categories":[5,27,387],"tags":[196,377,99],"class_list":["post-2494","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podnikani","category-ucetni-systemy","category-vse-co-potrebujete-vedet-o-money-s3","tag-jak-vybrat-ucetni-program","tag-prenos-dat","tag-ucetnictvi"],"acf":[],"_links":{"self":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2494","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/comments?post=2494"}],"version-history":[{"count":7,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2494\/revisions"}],"predecessor-version":[{"id":13382,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/2494\/revisions\/13382"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media\/2497"}],"wp:attachment":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media?parent=2494"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/categories?post=2494"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/tags?post=2494"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}