peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Exporting Quicken Data
Creating a Directory for the Exported Files
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You may also want to change your current Quicken account and category
naming scheme to a traditional account number scheme. This way, you will
be able to incorporate the Quicken accounts into one of the Peachtree
Accounting sample charts of accounts.
naming scheme to a traditional account number scheme. This way, you will
be able to incorporate the Quicken accounts into one of the Peachtree
Accounting sample charts of accounts.
Use this procedure to display a sample list of various charts of accounts.
1
From the Peachtree Accounting Help menu, select Contents and Index.
2
In the Peachtree Accounting Help Topics window, select the Contents tab.
3
Click the Help for Your Business book and choose Sample Charts of
Accounts. Then select a sample industry that closely matches your business
type.
Accounts. Then select a sample industry that closely matches your business
type.
Printing Quicken Checks and Reports
If you have any unprinted checks, you should print them before exporting
account data. Also, print a copy of the Quicken reports that you typically use
to track your financial activity. You can use the reports to check the accuracy
of your data after the conversion is complete.
account data. Also, print a copy of the Quicken reports that you typically use
to track your financial activity. You can use the reports to check the accuracy
of your data after the conversion is complete.
Creating a Directory for the Exported Files
To export data from Quicken, you are going to create a separate directory,
then export a separate file for each account into the directory you create. Plan
to export every account that has at least one transaction, even if it’s an
opening balance. If you don’t export every account, you will lose some
accuracy in the Peachtree file when you import.
then export a separate file for each account into the directory you create. Plan
to export every account that has at least one transaction, even if it’s an
opening balance. If you don’t export every account, you will lose some
accuracy in the Peachtree file when you import.
The steps you use to export data vary depending on whether you are using the
MS-DOS or Windows version of Quicken. Follow the instructions that are
appropriate for the version of Quicken you are using.
MS-DOS or Windows version of Quicken. Follow the instructions that are
appropriate for the version of Quicken you are using.
Before you export Quicken data, you must create a separate directory to hold
only the exported Quicken files. If you are planning to export several accounts
with many transactions, it is best to send the exported files to a directory on
your hard disk because you might run out of space if you send the data to a
floppy diskette.
only the exported Quicken files. If you are planning to export several accounts
with many transactions, it is best to send the exported files to a directory on
your hard disk because you might run out of space if you send the data to a
floppy diskette.
To create a directory from DOS
1
From the DOS prompt, type CD\ to reach the root drive, C:.
2
From the root drive prompt, type MD EXPORT.