You can import Peachtree data using the Import from Excel method.
To use this method, you must create export files in Peachtree, and then import them using the Import from Excel screen.
You can create export files for the following:
§ Chart of Accounts: In Reports and Forms, select General Ledger, then select Chart of Accounts, and Excel, and create and save a new Microsoft Excel workbook with the data to export.
§ Other Setup Data: In Reports and Forms, select the following options and then select Excel for each to create export files for the following items:
§ Employees: Select Payroll, Employee List. Under Other Options, you must deselect Masked Social Security number and select Social Security number
§ Customers: Select Reports and Forms, Accounts Receivable, Customer List.
§ Vendors: Select Reports and Forms, Accounts Payable, Vendor Master File List.
§ Products: Select Inventory, Item List
§ Transactions: You can export transactions by period for all your Peachtree journals. For a successful import, it is essential to export one period at a time, and create a single Excel file containing all Journal activity for the period.
Important! The import will fail if you attempt to import using another configuration (for example, if you try to import all periods for a single journal at once).
Select Display for any of these Journals from Peachtree Reports and Forms, then specify the date range – which must match an active period in Accounting Power – and save the report to Excel:
§ Accounts Receivable, Cash Receipts Journal,
§ Accounts Payable, Cash Disbursements Journal,
§ Accounts Payable, Purchases Journal,
§ Accounts Receivable, Sales Journal,
§ Payroll, Payroll Journal,
§ General Ledger, General Journal,
To export sequential Journals for your period, use the Add a New Worksheet to an Existing Excel Workbook option and browse to and select the Excel file you previously created, and save it with the new information added.
Note: The import process adds to existing transactions (rather than replacing them). To avoid duplicates, verify the dates you are importing. After the process completes, access the relevant screens to ensure the data arrived correctly.