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Convert from Peachtree to QuickBooks Desktop

You can use the QuickBooks Conversion Tool to convert from Sage/PeachTree 2010 or later to QuickBooks Desktop 2014 or later. 

Detailed instructions

Step 1: Sage/Peachtree company file access

Before you start the conversion, please set the data access credentials for the Peachtree company file.

  1. Launch the Peachtree Sage application and open your company file you wish to convert.
  2. Go to Main Menu > Maintain > Users > Setup Security and click the Data Access/Crystal Reports tab.
  3. Click the “With the following login information:” button.
    Note: You are unable to change Peachtree in the ID field.
  4. Set a new password by clicking the Change button.
  5. After you set the password, close Sage/PeachTree.

Step 2: Peachtree Source Company File Selection

  1. Download and Install the QuickBooks Conversion Tool.exe and make sure you Run it as Administrator.
    To Run as Administrator:
    1. Locate and right-click the QuickBooks Conversion tool icon.
    2. Select Run as Administrator.
    Note: You will have to Run as Administrator each time you use the tool.
  2. Click the Browse button, to select Sage/Peachtree company file.
  3. In the “Pervasive 32-bit ODBC engine DSN setup” window, choose your company name and click O
  4. Enter your Sage/Peachtree company file password and click Next.
  5. Select the QuickBooks product you are converting to, browse to your company file and click Next.
    Note : The default save location is C:\USERS\YOURUSERNAME\My Documents, unless you specify your own location.
  6. The Ready to Convert window will show your the conversion information. Click Convert File to start the conversion process.
  7. After you press the Convert File button, the QuickBooks Conversion Tool will start the conversion process. Please be patient as this goes through the process of converting your data. Once finished, you should see the finished window. Click Open in QuickBooks.
     
  8. Check to make sure everything completed correctly.

Step 3: Verify the results

If you find any missing transactions, be sure to check the failed transaction log file located at: C:\USERS\YOURUSERNAME\My Documents\Intuit\QuickBooks ConversionTool\

 

KB ID# HOW12915
12/9/2016 3:06:54 PM
PPRDQSSWS407 9138 Pro 2017 92d6a3