peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Converting QuickBooks Data to Peachtree Accounting
Getting Started Guide
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Troubleshooting the Conversion from QuickBooks
Below are key points that may help you resolve errors during the conversion
process.
process.
Common Errors
“No Name” Displays as Company Name after the Conversion
If your company name displays as “No Name” in Peachtree Accounting, it is
possible that your company name in QuickBooks contains a value that
Peachtree cannot read or accept. Peachtree first uses the Company Legal
Name. If this field is blank, Peachtree will use the Company Name field (both
fields display in the QuickBooks Company Information window) as the name
of your company in Peachtree Accounting. If both fields are blank or entirely
numeric, Peachtree will convert the company as “No Name.” After the
conversion you can easily change the company name in Peachtree
Accounting.
possible that your company name in QuickBooks contains a value that
Peachtree cannot read or accept. Peachtree first uses the Company Legal
Name. If this field is blank, Peachtree will use the Company Name field (both
fields display in the QuickBooks Company Information window) as the name
of your company in Peachtree Accounting. If both fields are blank or entirely
numeric, Peachtree will convert the company as “No Name.” After the
conversion you can easily change the company name in Peachtree
Accounting.
Accounts Do Not Have Account Numbers
You must have account numbers established for each account in your
QuickBooks chart of accounts before beginning the conversion. To add
account numbers to your QuickBooks chart of accounts, refer to the
procedure described in.
QuickBooks chart of accounts before beginning the conversion. To add
account numbers to your QuickBooks chart of accounts, refer to the
procedure described in.
.
Retained Earnings Account Not Found
Peachtree requires that you have a retained earnings account in the chart of
accounts. If Peachtree cannot locate the account, you will receive an error.
QuickBooks automatically creates the retained earnings account for you
when setting up your company. It is possible that you removed this account.
To correct the error, you must force QuickBooks to create a new “Retained
Earnings” account.
accounts. If Peachtree cannot locate the account, you will receive an error.
QuickBooks automatically creates the retained earnings account for you
when setting up your company. It is possible that you removed this account.
To correct the error, you must force QuickBooks to create a new “Retained
Earnings” account.
1
Start QuickBooks and open your company.
2
From the Reports menu, select Balance Sheet, then standard.
Displaying the balance sheet forces QuickBooks to search for a retained
earnings account. If it cannot locate one, it will create a new one for you.
earnings account. If it cannot locate one, it will create a new one for you.
3
Close the report window, then try the conversion once again.