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 Sales Taxes
In Peachtree Accounting sales taxes are set up as sales tax codes. Each sales tax
code is made up of at least one sale tax authority. QuickBooks uses tax items
and tax groups.
code is made up of at least one sale tax authority. QuickBooks uses tax items
and tax groups.
•
Tax items: Each QuickBooks tax item (whether exempt or not) is
converted to a sales tax authority, a component to Peachtree’s sales
tax codes. Each tax item is also converted as its own Peachtree
Accounting sales tax code.
converted to a sales tax authority, a component to Peachtree’s sales
tax codes. Each tax item is also converted as its own Peachtree
Accounting sales tax code.
•
Tax groups: Each QuickBooks tax group is converted as a Peachtree
Accounting sales tax code, containing their respective tax item
components (now Peachtree sales tax authorities).
Accounting sales tax code, containing their respective tax item
components (now Peachtree sales tax authorities).
After converting the company data, you can examine and update your sales
taxes in Peachtree Accounting at any time.
taxes in Peachtree Accounting at any time.
➤
To display and modify sales tax authority information, select Sales Taxes
from the Maintain menu. Then, select Sales Tax Authorities. The Maintain
Sales Tax Authorities window displays.
from the Maintain menu. Then, select Sales Tax Authorities. The Maintain
Sales Tax Authorities window displays.
➤
To display and modify sales tax code information, select Sales Taxes from
the Maintain menu. Then, select Sales Tax Codes. The Maintain Sales Tax
Codes window displays.
the Maintain menu. Then, select Sales Tax Codes. The Maintain Sales Tax
Codes window displays.
For detailed information on what and how QuickBooks sales tax information
is converted to Peachtree Accounting, refer to Peachtree Accounting’s online
Help. In the online index, search for “QuickBooks, field comparison lists.”
is converted to Peachtree Accounting, refer to Peachtree Accounting’s online
Help. In the online index, search for “QuickBooks, field comparison lists.”
For information on setting up sales taxes in Peachtree Accounting, refer to the
“Accounts Receivable” chapter of the User’s Guide.
“Accounts Receivable” chapter of the User’s Guide.
Converting Vendors
If you have vendors set up in QuickBooks, these records will be converted to
the Peachtree Accounting format. Each converted vendor is assigned a vendor
ID, which is derived from the vendor name. You cannot change vendor IDs
after the conversion is complete. If you want to change the ID, you must enter
a new vendor in Peachtree Accounting.
the Peachtree Accounting format. Each converted vendor is assigned a vendor
ID, which is derived from the vendor name. You cannot change vendor IDs
after the conversion is complete. If you want to change the ID, you must enter
a new vendor in Peachtree Accounting.
➤
To display and modify vendor information, select Vendors from the
Maintain menu. The Maintain Vendors window displays.
Maintain menu. The Maintain Vendors window displays.
For detailed information on what and how QuickBooks vendor information
is converted to Peachtree Accounting, refer to Peachtree Accounting’s online
Help. In the online index, search for “QuickBooks, field comparison lists.”
is converted to Peachtree Accounting, refer to Peachtree Accounting’s online
Help. In the online index, search for “QuickBooks, field comparison lists.”
If your vendor address fields were not converted properly, see
.