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.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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