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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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

Prior to the import of client data that has been exported from Peachtree, use the Setup > Journals dialog to specify which journals to use in CSA, for transactions within the following Peachtree exported files - general, payments, purchases, receipts, and sales. Choose the appropriate journals by selecting them from the F4 drop-down lists.

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

Note: The Setup > Journals command is accessible only if the Use separate journals in transaction entry checkbox is currently marked for the client in the General Ledger tab of the File > Client Properties dialog.

See also: Peachtree import overview

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