Converting Peachtree to QB

 

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. Open QuickBooks Conversion Tool.
  2. Click the Browse

    


 

  1. Click Create

      


4. Enter a Database Name (company name) and then click Browse

      

 

  1. Expand Network

    


  1. Locate and expand SLCPA-RBDC

     


 

 

7. Locate and expand the Sage folder and then expand Company Files and then locate the company that you are trying to convert, select that folder and click OK

       

 
  1. Enter your Sage/Peachtree company file password and click Next.


  1. 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.


  2. The Ready to Convert window will show your the conversion information. Click Convert File to start the conversion process.


 

 

  1. 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. If it fails to open, you will need to open QB first and then open the file from within QB


  2. 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\