Peachtree: Journals [Setup menu]

Show expandable text

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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

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

Fields & buttons

Top of page

Was this article helpful?

Thank you for the feedback!