User Guide

Converting Quicken Data to Peachtree Accounting

Getting Started Guide

226

Selecting Quicken Accounts to Convert (Part 1 of 6)

1 Begin the Quicken import process (as described in the previous section)

until Peachtree displays the Quicken Import - Part 1 of 6 window.

You use this window to tell Peachtree where to direct your Quicken

accounts. There are three columns: File Name, Quicken Account, and

Peachtree Account.

• File Name: Identifies the name of the Quicken export (QIF) file that

contains the Quicken account information.

• Quicken Account: Identifies the name of the Quicken account listed

in the export file.

• Peachtree Account: Specifies the suggested Peachtree Accounting

name of the Quicken account. The Peachtree Accounting account

name defaults to the Quicken account name (up to the first 10

characters). This is where you enter the account ID (account

number) of the corresponding account in Peachtree Accounting. It is

strongly recommended that you use numeric account IDs. (For

example, enter 10200 for your regular checking account. Later you

can add a description for the account.)

At this point you should already have your chart of accounts for

Peachtree Accounting planned. For more information about account

IDs, read the next section. If you are not ready to continue, select the

Cancel button and see “

Preparing for the Quicken Export” on page 216.

2 Make sure that each account is represented accurately. If a Peachtree

account ID is not correct, you must change it here before you continue. To

change a Peachtree account name, select the suggested Peachtree account

name text and type over it.

3 When you have finished entering Peachtree account IDs for each Quicken

account, select the Continue button to move to the next step in the

Quicken import process.

Quicken Account Peachtree Account