Peachtree: Chart of Accounts Assignment [Setup menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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

During the first import, or prior to subsequent imports, of client data that has been exported from Peachtree, use this dialog to choose a corresponding CSA account number for Peachtree accounts that are invalid in CSA. This information is specific to the selected CSA client.

From the CSA Utilities menu, point to Accountant's Assistant and then choose Peachtree. From the Accountant's Assistant main window, choose Setup > Chart of Accounts Assignment.

Note: You would normally complete the information in this dialog during the import of client data that has been exported from Peachtree. Note that you may return to this dialog following an import if you need to adjust any setup information and then re-import the client's exported Peachtree data into Accountant's Assistant prior to transferring that data to CSA.

See also: Peachtree import overview

Special information

To not have the Chart of Accounts Assignment dialog appear during import from Peachtree, mark the Skip Chart of Accounts Assignment checkbox on the Setup > Miscellaneous Information dialog in Accountant's Assistant. Otherwise, this dialog will automatically appear during the import process and allow you to assign CSA accounts to incoming Peachtree accounts, including accounts that have alpha characters in the account number.

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