Peachtree: Miscellaneous Information [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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Miscellaneous Information dialog to choose the GL account to which unassigned Peachtree transactions are to be assigned. You can also choose whether you wish to import employee and payroll check information (and if so, whether to have the application automatically create either a detailed or summary payroll journal entry), and whether to skip the Chart of Accounts assignment dialog (along with the Locations and Departments dialog) during the import process.

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

See also: Peachtree import overview

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