Peachtree import overview

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Accountant's Assistant is provided with the CBS Master License.

You can use Accountant's Assistant to import client data that has been exported from Peachtree versions currently supported by the software provider.

From the CSA main window, choose Utilities > Accountant's Assistant > Peachtree.

Please review and then follow each of the steps detailed in the topic Importing client data from Peachtree into Accountant's Assistant.

Special information

  • For any transactions entered in Peachtree without a reference, Accountant's Assistant assigns a reference of PT99 during import.
  • If you will be importing payroll checks from Peachtree, before starting the import process you must set up at least one checkbook in the CSA Setup > Checkbook dialog.

Peachtree import dialogs

Peachtree: Miscellaneous Information [Setup menu]

Peachtree: Export File Location dialog

Peachtree: Payroll Item List [Setup menu]

Peachtree: Journals [Setup menu]

Peachtree: Chart of Accounts Assignment [Setup menu]

Peachtree: Locations and Departments [Setup menu]

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