User Guide

Converting QuickBooks Data to Peachtree Accounting

Getting Started Guide

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The following fields cannot be converted or are not available in QuickBooks

and can be optionally set up Peachtree Accounting:

• Supervisor

• % Complete

• PO Number

• Estimated Expense

• Estimated Revenue

For more information on setting up jobs, refer to the “Job Costing” chapter

of the Users Guide.

Job Balances

Peachtree does not convert job balances from QuickBooks. In QuickBooks

job balances are a reflection of open customer invoices; Peachtree Accounting

handles job balances quite differently. Jobs are used for tracking projects.

Transactions associated with jobs are included in vendor, employee, and

customer balances. Job reports list transaction balances associated with the

job, allowing you to manage estimated revenue and expenses, job

profitability, and unbilled expenses.

Job beginning balances are entered in Peachtree to give a “snapshot” of the

job’s progress at the time you start entering data in Peachtree Accounting.

Once you start entering transactions in Peachtree Accounting, you can

associate the job ID with each beginning balance, impacting the total job

balance. For example, if you recorded $600.00 of job expenses prior to

converting to Peachtree Accounting, enter this amount as a job beginning

balance. As you record new transactions in Peachtree Accounting that need to

be associated with the job, select the job ID in the task window.

Job beginning balances do not impact customer, vendor, or General Ledger

balances.