Peachtree to QuickBooks Conversion

by James Antonio

Data conversion from one accounting software to another can be a herculean task and requires utmost precision and selection of data to prevent the loss of any important information. It is necessary that while undergoing the conversion between two accounting software the data in your previous software exactly matches with the one you are now opting for and guarantees the Trial Balance, Profit and loss and the Balance sheets are matched with utmost precision. This blog will guide you through the process of converting your data from Peachtree to QuickBooks.

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Introduction Peachtree Accounting Software

Peachtree is a leading business accounting software developed by Sage software with robust functionality and a intuitive interface. Using Peachtree, users can keep a track on expenses such as accounts payable and receivable along with financial statements such as receipts and invoices, simplify payroll process ,manage their inventory and access, create financial reports etc.

Features of Peachtree Accounting Software

Peachtree is software that assists business in enhancing their productivity and growth by automation of their day to day accounting needs. Its interface is endowed with multiple features that enhance productivity of small and midsize businesses. Here is a list of features offered by Peachtree:

  • It has a cash flow manager that gives an overview of cash accounts and tentative dates of credit and debit. The cash flow settings can be customized and time frames and filters can be applied to financial transactions.
  • Accounts payable and banking features lets users gain access to their payments, invoices, orders and provide regular bank and account feeds.
  • Advanced inventory management lets you keep a track on costs and quantities while automatically adjusting to sales and purchases.
  • Job costing keeps a check on job costs and revenue including payroll, purchases, inventory etc and setup cost codes, phases and job records.
  • Payroll processes of employees are simplified with direct deposits checks and pay cards. Also the processed payroll checks and payroll taxes can be monitored.
  • Specialized reports on sales taxes, Payables, receivables, inventory, expenses, inventory and jobs can be designed help in making informed business decisions .
  • An in-built security suite safeguards and ensures financial wellness of users and employees.

Steps to Convert Transactions from Peachtree to QuickBooks

Step 1: Getting Acquainted with your Business and Finding the Right Product

The initial step is to get in touch with your service provider who will then understand your business and suggest whether your business needs QuickBooks Enterprise, Payroll, Field Service Management or a Point of sale System.

Step 2: Import the Peachtree Data file

In this phase a double entry of all historical data and a Peachtree backup file is prepared consisting of all important transactions that has to be converted into a QuickBooks compatible format.

Step 3: Getting accustomed to QuickBooks

Your service provider will provide training services to get your staff acquainted with QuickBooks software or a manual to help your business switch to QuickBooks.

Step 4: Importing converted File and Review

The service provider will send you a converted QuickBooks file containing all the transactions and data, review if anything is left to be imported from the old system to QuickBooks and retrieve any data or features if necessary.

Know the Records that can be Converted from Peachtree to QuickBooks

Peachtree Lists to QuickBooks

  • Customer List
  • Vendor list
  • Jobs List
  • Employees list
  • Items list

Peachtree Transactions to QuickBooks

Peachtree Objects and Adjustments to QuickBooks

  • Chart of accounts
  • Assembly Builds
  • Inventory Quantities and values
  • Estimates

Accounting Professionals, CPA, Enterprises, Owners

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What type of Challenges can you Face During Peachtree to QuickBooks Conversion?

The QuickBooks conversion tool is compatible only with Peachtree 2001-2011.
Entries in a list that exceed the maximum limit that can be converted by QuickBooks.
A security option must be enabled in Peachtree versions 10 and later.
The conversion tool sometimes fails to run when QuickBooks is running or may not support the version of Peachtree installed.
QuickBooks desktop doesn’t support account numbers more than seven digits .
A dummy customer or vendor might be required to align AR and AP history.
The versions of both QuickBooks and Peachtree must have a same regional version.

What type of items in Peachtree are not allowed to be Converted in QuickBooks?

Sales Orders , Purchase Orders and Estimates that are either fully or partially closed.
Year to date info of employees including pay checks ,year to date adjustments etc
Payroll transactions and Payroll items.
Fixed Assets and Work Tickets
Information related to Individual employee and deductions.

Do Service Providers perform a follow up after the conversion from Intacct to QuickBooks is completed?

Yes, a majority of leading service providers assisting in Intacct to QuickBooks conversion ask for feedback and provide a checklist to ensure transaction of all kind have been successfully imported. They may also retrieve any leftover features and data and troubleshoot issues during quarterly /monthly closing.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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