Know How to Shift From Peachtree to Quickbooks
Undoubtedly Peachtree by Sage is one of the most well-known and reliable software programs that deal in accounting and management of finance. However, if we compare it with Quickbooks, experts suggest that Peachtree stands nowhere, especially in terms of the wide-scale approach. So if you are a user of Peachtree and want to shift to Quickbooks, it’s a smart move. But in case, you are unaware of the steps, you can take help by giving a call to Quickbooks support or you can just follow the below-mentioned steps.
• Before you begin the process, it’s a must for the users to back up their data. Though these steps will help you in getting back your data after the process is completed, it’s always a good rule of thumb for backing up your data first so that even in the worst scenario, you remain on a safer side.
• Now you need to name your files, but while you are naming it, make sure to use those names that you can easily remember. It can be your ID also so that it can be helpful for further reference as well. Since Quickbooks data is limited to 41 characters, you need to be precise while naming the title. Also, you need to remember that you can’t use the same name twice.
• As you move on to the next step, do ensure that you have visited the Intuit website and registered yourself there. In case, you are unaware, Intuit has a free conversion tool on their website that will convert all the pertinent data for you so that the chances of losing your data become automatically less. Once you go to that site, enter all necessary information in the boxes, and then don’t forget to click on the “Submit” button.
• Now, after you have visited there, make sure that you have downloaded the converter file in order to proceed with the process further. Once you fill out this data, you can go ahead and download the tool. It is about 30 MB and will take about two minutes to install on a 3-Mbps connection. When the download is complete, you have to click on the “Run” button and the conversion tool will then be installed on your system automatically.
• After you have clicked on the “Run” option, you have to again click on it for the converter tool installer. And as soon as you have reached here, it’s advisable for you to exactly follow the step-by-step guidance given to you by the Quickbooks for the process of converting your data. Locate your Peachtree Data, press the button and the conversion tool will automatically start converting.
• Also, it’s important to enter your company name. Now, since the data is converted, it is the right time for you enter manually the company name and information. Next, open Quickbooks, and then select “Company” followed by clicking on the option for “Company Information.” After this, users are required to open Peachtree, and then select “Maintain” followed by choosing the “Company Information.”
• In you last step, you need to set up your preferences while remembering all you did was to convert the data. The way the business is run still needs to be recognized by Quickbooks. In order to make Quickbooks recognize the way the business is run, you need to go to the “Edit” menu and select “Preferences.” Set up the basic data like you would set up your company from scratch and you are done with the migration process from Peachtree to Quickbooks.
In case, you miss out some steps and get stuck in the middle of the process, instead of getting panicked, all you are supposed to do is to give a call on Quickbooks contact number in order to consult experts for a quick solution. In order to avail their number, you can visit Contactforhelp, which is a reliable online directory and provides original numbers of similar services. http://tinyurl.com/zrn4nr9
• Before you begin the process, it’s a must for the users to back up their data. Though these steps will help you in getting back your data after the process is completed, it’s always a good rule of thumb for backing up your data first so that even in the worst scenario, you remain on a safer side.
• Now you need to name your files, but while you are naming it, make sure to use those names that you can easily remember. It can be your ID also so that it can be helpful for further reference as well. Since Quickbooks data is limited to 41 characters, you need to be precise while naming the title. Also, you need to remember that you can’t use the same name twice.
• As you move on to the next step, do ensure that you have visited the Intuit website and registered yourself there. In case, you are unaware, Intuit has a free conversion tool on their website that will convert all the pertinent data for you so that the chances of losing your data become automatically less. Once you go to that site, enter all necessary information in the boxes, and then don’t forget to click on the “Submit” button.
• Now, after you have visited there, make sure that you have downloaded the converter file in order to proceed with the process further. Once you fill out this data, you can go ahead and download the tool. It is about 30 MB and will take about two minutes to install on a 3-Mbps connection. When the download is complete, you have to click on the “Run” button and the conversion tool will then be installed on your system automatically.
• After you have clicked on the “Run” option, you have to again click on it for the converter tool installer. And as soon as you have reached here, it’s advisable for you to exactly follow the step-by-step guidance given to you by the Quickbooks for the process of converting your data. Locate your Peachtree Data, press the button and the conversion tool will automatically start converting.
• Also, it’s important to enter your company name. Now, since the data is converted, it is the right time for you enter manually the company name and information. Next, open Quickbooks, and then select “Company” followed by clicking on the option for “Company Information.” After this, users are required to open Peachtree, and then select “Maintain” followed by choosing the “Company Information.”
• In you last step, you need to set up your preferences while remembering all you did was to convert the data. The way the business is run still needs to be recognized by Quickbooks. In order to make Quickbooks recognize the way the business is run, you need to go to the “Edit” menu and select “Preferences.” Set up the basic data like you would set up your company from scratch and you are done with the migration process from Peachtree to Quickbooks.
In case, you miss out some steps and get stuck in the middle of the process, instead of getting panicked, all you are supposed to do is to give a call on Quickbooks contact number in order to consult experts for a quick solution. In order to avail their number, you can visit Contactforhelp, which is a reliable online directory and provides original numbers of similar services. http://tinyurl.com/zrn4nr9
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