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What to do after you convert from Peachtree (checklist)

Congratulations on converting your business records from Peachtree to QuickBooks. Before you begin using QuickBooks, use this checklist to make sure that everything is set up correctly and converted accurately.

Set up your QuickBooks preferences

Some converted fields will not be visible in QuickBooks if the feature is turned off. For example, you will not be able to access sales tax information if the Sales Tax preference is turned off. To review or change your QuickBooks preferences:

  1. Start QuickBooks.

  2. Go to the Edit menu and click Preferences.

  3. Make changes as necessary and click OK.

Be sure to review and set up these preferences:

  • Reports: Cash vs. Accrual (change as needed)

  • Sales Tax: Do You Charge Sales Tax? (If you are prompted to make all your customers and/or items taxable, choose No. Choosing "no" makes QuickBooks use the sales tax settings for customers and items as they were set up in Peachtree. If needed, change the default/most common Sales Tax item.)

  • Accounting: If you use account numbers, check this preference.

  • Payroll and Employees: Turn on Full Payroll if you create paychecks.

Verify that your Peachtree data converted correctly

If you suspect that there were problems in the Peachtree-to-QuickBooks data conversion:

  1. Compare the Peachtree and QuickBooks data to verify the information is accurate.

  2. Fix any problem areas within QuickBooks.

  3. If needed, you can also try to fix the problem within Peachtree, and then re-convert the data folder.

Note: If you cannot find your QuickBooks company file, do a search in Windows for *.qbw on your local C: drive. The default location for company files is:

Microsoft® Windows XP: C:\Documents and Settings\All Users\(Shared) Documents\Intuit\QuickBooks\Company Files
Windows Vista: C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files

Note: Windows XP users see the folder as "Shared Documents" when browsing (clicking folders) but QuickBooks and Windows display the folder only as "Documents" in paths and addresses.

Enter your company information

Your company information will not be converted from Peachtree, so you will need to add this information to your QuickBooks file, as follows:

  1. Go to the Company menu and click Company Information.

  2. Fill in the appropriate information, including your Federal EIN.

Compare your Peachtree and QuickBooks Trial Balance reports

Compare the dates and cash/accrual settings in your Peachtree and QuickBooks Trial Balance reports to make sure the data is the same.

  1. In Peachtree, go to the Reports menu, click General Ledger, and then click General Ledger Trial Balance.

  2. In QuickBooks, go to the Reports menu, click Accountant & Taxes, and then click Trial Balance.

You might want to compare your Profit & Loss, Balance Sheet, AR Aging, and AP Aging reports, too.

Verify that your lists have the same number of entries

Compare the number of entries in your Chart of Accounts, Customers list, Vendors list, Employees list, and Items list to make sure they are the same.

  1. In Peachtree, go to the Help menu, click Customer Support, and then click File Statistics.

  2. In QuickBooks, press the F2 key.

Compare the balances of your bank accounts

To compare the balances of your accounts between Peachtree and QuickBooks:

  1. In Peachtree, go to the Reports menu and click Account Reconciliation.

  2. Run this report for each bank account you want to reconcile.

  3. Write down the Beginning GL Balance.

  4. In QuickBooks, go to the Banking menu and click Reconcile.

  5. Change the statement date to the last date you reconciled your account.

  6. Confirm that the ending balance is the amount you had in Peachtree.

  7. Click Continue. In the bottom right-hand corner of the screen, the difference should be 0.00.

  8. Click Reconcile Now and print reports, if needed.

Make YTD adjustments for employee's future paychecks and W2s

Peachtree creates paycheck information as a Payroll Entry (PRJ) General Journal Entry.

QuickBooks does not recognize Peachtree Journal Entries as Paychecks for Employee YTD for W2s. You must make a YTD adjustment for each employee that records the total Calendar Year to Date Gross Wages and total amounts deducted.

See also

KB ID# H_CONVERT_AFTER_CONVERT_CHECKLIST
12/5/2016 6:53:45 PM
QYPPRDQBKSWS03 9138 Pro 2017 b439f3