peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Converting Quicken Data to Peachtree Accounting
Getting Started Guide
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A
5
Enter a range of dates in Export Transactions from...to... for the
transactions you want to export from the account.
transactions you want to export from the account.
If you want to ensure that you include all possible transactions, leave the
default for the from date and set the future date (the to date) a year or so
after today’s date.
default for the from date and set the future date (the to date) a year or so
after today’s date.
6
Enter a Y in Export Transactions for each account.
7
Enter Y in Export Categories and Classes for the first account, N for
subsequent accounts since you use the same categories and classes for all
your accounts.
subsequent accounts since you use the same categories and classes for all
your accounts.
8
Enter Y in Export Accounts for each account because you must export the
account list for every account.
account list for every account.
9
Select N in Export Memorized Transactions for each account because this
data is not converted.
data is not converted.
10 Press
e to begin exporting the account data.
11 Repeat these steps for each account until you have exported every account.
Checking What You’ve Exported
Even though you have exported data from each account in a separate file, you
are going to import data for all exported accounts at once. Do not begin the
import process until you have all account data in a single, otherwise-empty
directory, as all files in that directory are read during the import process. You
also might want to make a list of each exported file, and the account it
represents.
are going to import data for all exported accounts at once. Do not begin the
import process until you have all account data in a single, otherwise-empty
directory, as all files in that directory are read during the import process. You
also might want to make a list of each exported file, and the account it
represents.