peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Converting QuickBooks Data to Peachtree Accounting
Getting Started Guide
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Converting Customers
If you have customers set up in QuickBooks, these records will be converted
to the Peachtree Accounting format. Each converted customer is assigned a
customer ID, which is derived from the customer name. You cannot change
customer IDs after the conversion is complete. If you want to change the ID,
you must enter a new customer in Peachtree Accounting.
to the Peachtree Accounting format. Each converted customer is assigned a
customer ID, which is derived from the customer name. You cannot change
customer IDs after the conversion is complete. If you want to change the ID,
you must enter a new customer in Peachtree Accounting.
After converting the company data, you can examine and update your
customer records in Peachtree Accounting at any time.
customer records in Peachtree Accounting at any time.
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To display and modify customer information, select Customers/Prospects
from the Maintain menu. The Maintain Customers/Prospects window
displays.
from the Maintain menu. The Maintain Customers/Prospects window
displays.
For detailed information on what and how QuickBooks customer
information is converted to Peachtree Accounting, refer to the Peachtree
Accounting online Help. In the online index, search for “QuickBooks, field
comparison lists.”
information is converted to Peachtree Accounting, refer to the Peachtree
Accounting online Help. In the online index, search for “QuickBooks, field
comparison lists.”
Billing and Shipping Addresses
QuickBooks allows you one billing address and one shipping address per
customer. These are converted to Peachtree Accounting format. Peachtree
Accounting allows you to enter up to nine shipping addresses per customer.
customer. These are converted to Peachtree Accounting format. Peachtree
Accounting allows you to enter up to nine shipping addresses per customer.
If your customer address fields were not converted properly,
Default Sales Account
Peachtree requires each customer to have a default sales account (typically an
income account). During the conversion, you are prompted to select a default
sales account for all the customers that are to be converted from QuickBooks.
Each customer converted from QuickBooks is assigned the same sales account
default. This account is used as the default when recording a sale. After the
conversion, you may want to assign a unique sales account default for each of
your customers. You can also change the sales account in invoicing or
receipts, if necessary.
income account). During the conversion, you are prompted to select a default
sales account for all the customers that are to be converted from QuickBooks.
Each customer converted from QuickBooks is assigned the same sales account
default. This account is used as the default when recording a sale. After the
conversion, you may want to assign a unique sales account default for each of
your customers. You can also change the sales account in invoicing or
receipts, if necessary.
The sales account default selected during the conversion process only applies
to customers converted from QuickBooks. After the conversion is complete,
you will still have to set up a Peachtree Accounting default sales account in
Customer Defaults.
to customers converted from QuickBooks. After the conversion is complete,
you will still have to set up a Peachtree Accounting default sales account in
Customer Defaults.
Note