Importing data from Peachtree or Sage

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Although there is not a direct conversion of data from Peachtree or Sage to Workpapers CS, you can still move your data between applications using Microsoft Excel.

  1. In Peachtree or Sage, print reports to Microsoft Excel, such as the Trial Balance.
  2. In Microsoft Excel, delete any rows or columns that are blank or do not contain data you want to import into Workpapers CS.
  3. Verify that your spreadsheet format complies with the formatting requirements set out in the appropriate spreadsheet data type topic.
  4. Save the Excel file somewhere you can easily access again.
  5. In Workpapers CS, choose File > Import > Spreadsheet.
  6. Complete the Spreadsheet Import Wizard, and verify that your data imported properly.
  7. Repeat these steps for any other data types necessary.

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