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Converting Quicken Data to Peachtree Accounting
Getting Started Guide
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Converting Quicken Payee and Class Names
Quicken has two types of data remaining that you must identify in Peachtree
Accounting before beginning to import Quicken transactions. They are:
Accounting before beginning to import Quicken transactions. They are:
•
Payee names
•
Class names
In Quicken, payees can be anybody you write a check to or receive a deposit
from, including vendors, customers, and employees. The next part of the
import process asks you to define which of the Quicken payees are to become
vendors, which are to become customers, and which are to become employees
in Peachtree Accounting.
from, including vendors, customers, and employees. The next part of the
import process asks you to define which of the Quicken payees are to become
vendors, which are to become customers, and which are to become employees
in Peachtree Accounting.
Classes are attached to transactions in Quicken like jobs in Peachtree
Accounting. You can track income and expenses by the job, project,
customer, region, location, or any grouping you choose. For this reason, you
may want to define classes as vendors, customers, or jobs when you import.
Accounting. You can track income and expenses by the job, project,
customer, region, location, or any grouping you choose. For this reason, you
may want to define classes as vendors, customers, or jobs when you import.
How Payee and Class Names are Converted
The import program displays the payee and class names so that you can
identify which ones are vendors, customers, jobs, or employees.
identify which ones are vendors, customers, jobs, or employees.
The import program also assigns an eight-character code to each payee and
class using this naming convention:
class using this naming convention:
You cannot change the code that Peachtree assigns. If you don’t assign a payee
or class, the transaction will still be imported into Peachtree and tracked—it
just won’t be categorized as belonging to a vendor, customer, job, or
employee.
or class, the transaction will still be imported into Peachtree and tracked—it
just won’t be categorized as belonging to a vendor, customer, job, or
employee.
The windows you see during the import process depend on your Quicken
data and how you identify it in Peachtree. You may not see every window as
the import program continues. For example, if you don’t have classes in
Quicken, the window where you identify jobs won’t be displayed.
data and how you identify it in Peachtree. You may not see every window as
the import program continues. For example, if you don’t have classes in
Quicken, the window where you identify jobs won’t be displayed.
X X X X # # # #
The default Peachtree eight-character ID for
Quicken payees and classes is derived from:
Quicken payees and classes is derived from:
A four digit sequential number
The first character of the second name
The first three characters of the first name