peachtree-software peachtree complete accounting 7.0 Anleitung Für Quick Setup
Preparing for the QuickBooks Conversion
Setting up QuickBooks
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Preparing for the QuickBooks Conversion
Before converting company data to the Peachtree Accounting format, you
must verify that your QuickBooks company is set up so that Peachtree can
properly read your data.
must verify that your QuickBooks company is set up so that Peachtree can
properly read your data.
Setting up QuickBooks
1
Start QuickBooks or QuickBooks Pro and open your company.
Verify your company name
First, you need to verify that your company data includes a valid company
name.
name.
2
From the QuickBooks File menu, select Company Info. The Company
Information window displays.
Information window displays.
3
Verify that your company name is entered in the Legal Company Name
field.
field.
In this window, QuickBooks displays both the Company Name and
Legal Company Name fields. Peachtree will convert what is entered in
the Legal Company Name field as the name of your new Peachtree
Accounting company.
Legal Company Name fields. Peachtree will convert what is entered in
the Legal Company Name field as the name of your new Peachtree
Accounting company.
If your company’s name is entirely numeric (for example, “90210”), or the
Legal Company field is blank, Peachtree will assign your company’s name as
“No Name.” After the conversion is complete, you can change your company
name in Peachtree Accounting at any time.
Legal Company field is blank, Peachtree will assign your company’s name as
“No Name.” After the conversion is complete, you can change your company
name in Peachtree Accounting at any time.
4
When finished, select OK.
Verify that your chart of accounts uses account numbers
You must verify that the “Use account numbers” preference is activated in
QuickBooks and that all accounts in your chart of accounts include account
numbers.
QuickBooks and that all accounts in your chart of accounts include account
numbers.
5
To verify that your chart of accounts uses account numbers, do one of the
following:
following:
•
In QuickBooks (or QuickBooks Pro) Version 4: From the
Preferences menu, select Transactions. The Transactions Preferences
window displays.
Preferences menu, select Transactions. The Transactions Preferences
window displays.
•
In QuickBooks (or QuickBooks Pro) Version 5: From the File
menu, select Preferences. The Preferences window displays. Select
Accounting from the Preference list.
menu, select Preferences. The Preferences window displays. Select
Accounting from the Preference list.
Note