Peachtree: Payroll Item List [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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 or during the import of client data that has been exported from Peachtree, use this dialog to choose a corresponding CSA payroll item for each Peachtree payroll item included in the client's export file. 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 > Payroll Item List.

Note: Prior to importing payroll information from your Peachtree client, complete the information in this dialog. After the data has been retrieved, you can modify this information as necessary by returning to this dialog and then re-importing the client's data.

See also: Peachtree import overview

Tabbed pages in this dialog

The fields in these tabs correspond to the information found in Peachtree, in the Maintain > Default Information > Employees dialog.

Pay Levels tab

Employee Fields tab

Employer Fields tab

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