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Converting QuickBooks Data to Peachtree Accounting
Getting Started Guide
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Converting Employees
If you have employees set up in QuickBooks, these records will be converted
to the Peachtree Accounting format. Each converted employee is assigned an
employee ID, which consists of the employee’s initials. You cannot change
employee IDs after the conversion is complete. If you want to change the ID,
you must enter a new employee in Peachtree Accounting (effectively loosing
any associated balances).
to the Peachtree Accounting format. Each converted employee is assigned an
employee ID, which consists of the employee’s initials. You cannot change
employee IDs after the conversion is complete. If you want to change the ID,
you must enter a new employee in Peachtree Accounting (effectively loosing
any associated balances).
After converting the company data, you can examine and update your
employee records in Peachtree Accounting at any time.
employee records in Peachtree Accounting at any time.
➤
To display and modify employee information, select Employees/Sales Reps
from the Maintain menu. The Maintain Employee/Sales Reps window
displays.
from the Maintain menu. The Maintain Employee/Sales Reps window
displays.
For detailed information on what and how QuickBooks employee
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.”
Federal, State, and Local Filing Statuses
After converting your QuickBooks company data, you need to verify that each
employee tax filing statuses are set up properly.
employee tax filing statuses are set up properly.
•
Federal Filing Statuses: QuickBooks allows you to select from three
filing statuses: Single, Married, and Head of HouseHold. Peachtree
uses Single and Married filing statuses. If an employee converted
from QuickBooks uses Head of Household federal filing status,
Peachtree will convert it to Single.
filing statuses: Single, Married, and Head of HouseHold. Peachtree
uses Single and Married filing statuses. If an employee converted
from QuickBooks uses Head of Household federal filing status,
Peachtree will convert it to Single.
•
State Filing Statuses: If a QuickBooks employee uses a state filing
status not available in Peachtree, then the first valid state filing status
listed in Peachtree’s global tax tables for the respective state
withholding tax table is selected. For more information, see Valid
State Filing Statuses in Employee Setup. Make sure that each
employee has a valid two-letter state abbreviation listed in the State
W-2 ID box. This is used to determine the employee’s state
withholding, if required. If your employee requires additional state
withholdings, this too must be set up.
status not available in Peachtree, then the first valid state filing status
listed in Peachtree’s global tax tables for the respective state
withholding tax table is selected. For more information, see Valid
State Filing Statuses in Employee Setup. Make sure that each
employee has a valid two-letter state abbreviation listed in the State
W-2 ID box. This is used to determine the employee’s state
withholding, if required. If your employee requires additional state
withholdings, this too must be set up.
•
Local Filing Statuses: Peachtree cannot convert local payroll
information from QuickBooks. This must be manually set up in
Peachtree Accounting and assigned its corresponding local tax table.
Note: In QuickBooks you can set up two local tax payroll items for
each employee. Peachtree only allows one locality.
information from QuickBooks. This must be manually set up in
Peachtree Accounting and assigned its corresponding local tax table.
Note: In QuickBooks you can set up two local tax payroll items for
each employee. Peachtree only allows one locality.