peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Troubleshooting the Quicken Conversion
Frequently Asked Questions
243
I had over two years of data and I can’t get to some of my
transactions from last year in Peachtree. What’s wrong?
transactions from last year in Peachtree. What’s wrong?
Peachtree Accounting allows you to have access to 24 periods, or basically two
years of data. If the dates of your Quicken data were before the first
accounting period you entered during setup, these transactions cannot be
displayed although the amounts for them are accounted for.
years of data. If the dates of your Quicken data were before the first
accounting period you entered during setup, these transactions cannot be
displayed although the amounts for them are accounted for.
When I attempted to change to another accounting period,
Peachtree said I had checks to print, but I didn’t write any. What’s
the problem?
Peachtree said I had checks to print, but I didn’t write any. What’s
the problem?
Did you have any balance adjustments or service charges in any Quicken
accounts (checkbooks)? When you converted these, because they came out of
your checkbook and they didn’t have any check number on them, Peachtree
considers that they’re unprinted (therefore unpaid) checks.
accounts (checkbooks)? When you converted these, because they came out of
your checkbook and they didn’t have any check number on them, Peachtree
considers that they’re unprinted (therefore unpaid) checks.
To clear this up, select Payments from Peachtree Accounting’s Tasks menu,
then click the Edit button. If there are any unnumbered “items” in the edit list,
double-click on them to display them. If you have really made this payment
(such as a service charge or balance adjustment), enter a special check number
(such as SC1 or BA1) and post it.
then click the Edit button. If there are any unnumbered “items” in the edit list,
double-click on them to display them. If you have really made this payment
(such as a service charge or balance adjustment), enter a special check number
(such as SC1 or BA1) and post it.
What happened to my subcategories? They don’t roll up into my
categories any more.
categories any more.
Peachtree Accounting uses a different technique to roll amounts into a main
account. Read about account numbering and masking to learn more about
how you can do this. We recommend that you read this before you perform
the conversion because account numbers in Peachtree cannot be changed.
account. Read about account numbering and masking to learn more about
how you can do this. We recommend that you read this before you perform
the conversion because account numbers in Peachtree cannot be changed.
What are all the entries in this Retained Earnings account?
Quicken transactions that you did not allocate to a category or that have not
been posted are put into your retained earnings account. One reason a
transaction has not been posted would be because Peachtree considers it a
check without a number (such as a service charge or balance adjustment).
been posted are put into your retained earnings account. One reason a
transaction has not been posted would be because Peachtree considers it a
check without a number (such as a service charge or balance adjustment).