In QuickBooks, this report and the Profit and Loss report are found under the Reports, Company & Financial menu. Compare the following reports in both Peachtree and QuickBooks as of the accounting period date you chose when using the Conversion Tool.They are names that were used in transactions, such as checks, but are not on the Customer:job list or the Vendor list.Ģ.Ĝompare QuickBooks reports to Peachtree reports. Go to Lists, Other Names List to see these names. Names on this list do not match any Customer or Vendor from Peachtree. In QuickBooks, you may see a number in Other Names.These should match, but the number in QuickBooks will also include Sales Tax items that were created from the Sales Tax Codes in Peachtree. This will be the Inventory and other items that were imported. These should match unless there were duplicate Employee names in Peachtree. May also be different if there were duplicate Vendor names in Peachtree.
The number in QuickBooks may be larger by 1, due to QuickBooks creating a vendor called Sales Tax Vendor. In QuickBooks these will show on the Customer:Job list under the Customer name. If they do not match, there may be jobs in Peachtree that were assigned to Customers. The number of records in Peachtree will be lower by 3 to 8 accounts, due to accounts that QuickBooks uses to do the conversion. In QuickBooks, see the number of Total Accounts.In the lower right corner will be the List Information. This brings up the Product Information screen. In Peachtree, go to Help, Customer Support, and then Service and File Statistics.This will ensure QuickBooks will use your customer and item set up from Peachtree.ġ.Ĝompare the list items in QuickBooks to those in Peachtree. If QuickBooks asks you, "Do you want to make all your customer and/or items taxable?" select No.If you charge sales tax, make sure you’ve answered Yes to the question “Do You Charge Sales Tax?” (You must select Yes in order to access sales tax information.).Reports & Graphs: Under Summary Reports Basis, check the reports preference for Accrual or Cash, depending on your accounting method.Purchases & Vendors: If you use inventory, select the Inventory and purchase orders are active checkbox.
#QUICKEN CONVERSION TOOL INTUIT FULL#
Payroll & Employees: If you create paychecks, select Full Payroll.You’ll find most preferences on the Company Preferences tab. In QuickBooks, go to the Edit Menu and select Preferences. Some converted fields will not be visible until you edit the preferences in QuickBooks. Select Maintain, and then Company information.ģ.Ĝopy and paste all company information from Peachtree to QuickBooks. Select Company, and then Company Information.Ģ. The tool doesn’t import this information. QuickBooks will convert only 10 sales pricing levels from Peachtreeįirst, enter your company information, including company name and address, in your QuickBooks file.Clients may need to talk to their accountant (or notify the IRS) if there are changes in the way they are reporting inventory (FIFO, LIFO vs.If you tracked inventory using FIFO or LIFO in Peachtree, then QuickBooks converts these values to an Average Cost in QuickBooks.QuickBooks uses PERPETUAL (Average Cost) Inventory.No Position, Birthday, Spouse, Emergency contacts, etc.Employment (Type) - needs to be manually selected (Regular, Officer, Statutory, Owner).Sick Pay, Vacation, DD Info, Pay rates, Taxes, Withholdings, Deductions.Paychecks or employee year-to-date information.Job % Complete, PO Number, Estimated Expense, Estimated Revenue.
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