peachtree-software peachtree complete accounting 7.0 Guía De Instalación Rápida
Converting QuickBooks Data to Peachtree Accounting
Getting Started Guide
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Converting Chart of Accounts
Before you can convert QuickBooks data, each account listed in the
QuickBooks chart of accounts must have a unique account number.
Peachtree uses the numbers as account IDs when selecting accounts from
lookup lists. You cannot change the account IDs after the conversion is
complete. If you want to change the ID, you must enter a new account in
Peachtree Accounting’s and transfer the balance.
QuickBooks chart of accounts must have a unique account number.
Peachtree uses the numbers as account IDs when selecting accounts from
lookup lists. You cannot change the account IDs after the conversion is
complete. If you want to change the ID, you must enter a new account in
Peachtree Accounting’s and transfer the balance.
After converting the company data, you can examine and update your chart
of accounts in Peachtree Accounting at any time.
of accounts in Peachtree Accounting at any time.
➤
To display and modify chart of accounts information, select Chart of
Accounts from the Maintain menu. The Maintain Chart of Accounts
window displays.
Accounts from the Maintain menu. The Maintain Chart of Accounts
window displays.
For detailed information on what and how QuickBooks account information
is converted to Peachtree Accounting, refer to the Peachtree Accounting
online Help. In the online index, search for “QuickBooks, field comparison
lists.”
is converted to Peachtree Accounting, refer to the Peachtree Accounting
online Help. In the online index, search for “QuickBooks, field comparison
lists.”
Retained Earnings Account
Peachtree requires that you have a Retained Earnings account. QuickBooks
creates this account for you when initially setting up your company. During
the conversion Peachtree will search for this account. If it cannot find one,
you may have removed the account.
creates this account for you when initially setting up your company. During
the conversion Peachtree will search for this account. If it cannot find one,
you may have removed the account.
To correct the error, you must force QuickBooks to create a new “Retained
Earnings” account.
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.