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Did you know?
We offer
technical support
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Peachtree Conversion Utilities
Converting from Peachtree for DOS, QuickBooks, or OneWrite Plus? Conversion utilities and other resources are available in the Peachtree Knowledge Center site. Search under the keyword conversion.
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QuickBooks Conversion Utilities
Converting to QuickBooks from Peachtree Accounting? We have tools that simplify creating QuickBooks IIF files.
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State Abbreviations
Peachtree for DOS lets you spell out state names, such as Georgia. However, Peachtree for Windows requires two digit abbreviations, such as GA. If you're converting from DOS to Windows, be sure to correct all state names in the Payroll, Accounts Payable, and Accounts Receivable modules. Otherwise, you'll end up with invalid abbreviations, such as GE for Georgia. During the conversion process, only the first two letters of the state field are used.
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Conversion Checklist
Converting or rebuilding a company in Peachtree? Print our conversion checklist.
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Back Up Frequently During Rebuild
Our best advice for rebuilding: back up after each import. If you import the vendor list, create a backup. If you next import the customer list, create another backup, and so on. It's very easy for things to go great during a rebuild, then toward the end, you make a mistake or a problem occurs. If you've backed up after each import, then you can gracefully recover. Otherwise, you'll be starting over from ground zero.
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Customer Pricing Level Import
Peachtree Accounting 2002 and 2003 both allow up to 10 pricing levels. Unfortunately, you can only import price levels 1 through 5. If you need to set pricing levels 6 through 10 for a customer, you must do so manually.
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Minimum Required Fields for File Import
If you're importing transactions from another source, i.e. an Excel spreadsheet, or if you're rebuilding your Peachtree, company, the following represents the minimum required fields to import transactions into Peachtree. For more information on importing files, refer to the online help within Peachtree Accounting, which discusses this topic in much more detail.
Cash Disbursements Journal
- Date
- Cash Accounts
- Number of Distributions
- Invoice Paid
- Amount
Purchase Journal
- Vendor ID
- Invoice #
- Date
- Date Due
- Accounts Payable Account
- Number of Distributions
- G/L Account
- Amount
Sales Journal
- Customer ID
- Date
- Date Due
- Accounts Receivable Account
- Number of Distributions
- G/L Account
- Tax Type
- Amount
- Sales Tax Authority
Cash Receipts Journal
- Reference
- Date
- Cash Accounts
- Number of Distributions
- Invoice Paid
- Amount
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