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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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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