peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Importing Quicken Data
Converting Quicken Payee and Class Names
231
Converting Quicken Payees to Peachtree Vendors (Part 3 of 6)
1
Select the Continue button until Peachtree displays the Quicken Import -
Part 3 of 6 window.
Part 3 of 6 window.
Peachtree lists all the Quicken payees who were associated with checking
transactions with negative amounts. Initially, all the payees in the list are
selected as vendors (an X appears next to their name) and all classes are
not selected.
transactions with negative amounts. Initially, all the payees in the list are
selected as vendors (an X appears next to their name) and all classes are
not selected.
2
Review the vendor list.
If you have entered a payee’s name differently in Quicken, each unique
variation will become a Peachtree vendor.
variation will become a Peachtree vendor.
3
Double-click to remove the X from those entries that are not vendors.
Make sure that payees who represent these types of accounts are not
selected (there should not be an X next to them):
selected (there should not be an X next to them):
•
Withdrawal
•
Opening balance
•
Service charge
•
Balance adjustment
•
Credit card
4
When you have verified each vendor, select the Continue button to move
to the next step in the Quicken import process.
to the next step in the Quicken import process.