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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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

Top of page

Was this article helpful?

Thank you for the feedback!