Peachtree import overview

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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

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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