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7 Select OK to export the account data to a text file.

8 If converting from a version of Quicken other than Quicken 99, repeat
these steps for each account until you have exported all the accounts.


Exporting Data from the MS-DOS version of Quicken
You are going to export data one account at a time. Follow these instructions
if you are exporting data from Quicken for DOS.
1 Open the account you want to export data from.

2 Open the register or Write Checks window for the account you select.

3 From the Print/Acct menu, select Export.

4 Select a separate DOS File name for each exported account file.
The name can be any combination of up to eight characters. Because you
will be importing the file into Peachtree Accounting, you must append
the file with a QIF extension.
For example, to create an export file called CHECKING in the directory
you created earlier, type C:\EXPORT\CHECKING.QIF.




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5 Enter a range of dates in Export Transactions from...to... for the
transactions you want to export from the account.
If you want to ensure that you include all possible transactions, leave the
default for the from date and set the future date (the to date) a year or so
after today™s date.
6 Enter a Y in Export Transactions for each account.

7 Enter Y in Export Categories and Classes for the first account, N for
subsequent accounts since you use the same categories and classes for all
your accounts.

8 Enter Y in Export Accounts for each account because you must export the
account list for every account.

9 Select N in Export Memorized Transactions for each account because this
data is not converted.

10 Press e to begin exporting the account data.

11 Repeat these steps for each account until you have exported every account.



Checking What You™ve Exported
Even though you have exported data from each account in a separate file, you
are going to import data for all exported accounts at once. Do not begin the
import process until you have all account data in a single, otherwise-empty
directory, as all files in that directory are read during the import process. You
also might want to make a list of each exported file, and the account it
represents.




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Create a New Company in Peachtree Accounting
Setting Up a New Company


Create a New Company in Peachtree Accounting
Before you can import Quicken data, you must set up a new company in
Peachtree Accounting. This section only describes those areas of setting up a
company that are unique to converting from Quicken. Refer to Chapter 1,
“Creating a Company” of the User™s Guide for more detail.
1 If you haven™t already installed Peachtree Accounting, please do so now.
For more information, see “Installing Peachtree Accounting” on page 5.
2 Start Peachtree Accounting.

3 If Peachtree Accounting displays the Startup screen, select “Set up a new
company.” If you already have a company open, select New Company from
the File menu.


Setting Up a New Company
The New Company Setup wizard walks you through setting up a new
company.
1 On the New Company Setup - Introduction window, click the Next button.

2 On the New Company Setup - Company Information window, enter the
company information and click the Next button.

3 On the New Company Setup - Chart of Accounts window, choose the
Convert a company from another accounting program option and
click the Next button.
This supplies you with a blank chart of accounts, because your Quicken
categories and subcategories are going to be imported as accounts.
4 On the New Company Setup - Accounting Method window, select the
accounting method and select Next.
Quicken uses the accrual method for credit card accounts and the cash
method for all other types of accounts. Be sure that you choose the
correct accounting method as it cannot be changed once you create the
company.
On the New Company Setup - Posting Method window, select the Batch
5
posting method and select Next.
Since you can change your company™s posting method at any time
without affecting your records, select Batch posting until the import
process is done, then change it to Real-Time posting, if you like. This
will make the import process go more quickly.




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6 On the New Company Setup - Accounting Periods window, select one of
the following and select Next.
• 12 monthly accounting periods
• Accounting periods that do not match calendar months.
In Quicken, you don™t close a period or fiscal year, so you have access to
all the transactions you have ever entered. In Peachtree Accounting, you
can have up to two fiscal years open, which means you can access only
transactions in these open periods. When you enter the first accounting
period, the program recalculates the remaining periods. The accounting
period you set up needs to correspond with the time period of your
Quicken data so you can access the data when you start Peachtree
Accounting. Make sure your accounting periods are correct because you
cannot change them after you leave this window.
7 Do one of the following:
If you selected 12 monthly accounting periods, complete the

monthly accounting periods information and click the Next
button.
If you selected Accounting periods that do not match calendar

months, complete the custom accounting periods information
and select Next.
In this step, among other things, you specify the first month or period in
which you will be entering data. This is usually the period that
corresponds to the current month. However, since you are importing
Quicken data, the first period in which you enter data is 1, to correspond
to the beginning of the first accounting year. So you can return to
previous periods, if necessary, to clean up your data after you import.
You also specify the first year in which you will be entering data. This is
usually the current fiscal year. However, since you are importing, you
might want to enter the previous fiscal year so you can have access to
previous transactions.
8 On the New Company Setup - Finish window click the Finish button.
Peachtree will set up your company based on the options you just chose.




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Create a New Company in Peachtree Accounting
Completing Setup


Completing Setup

Deleting Default Information
There can be no Default Link Accounts, or accounts in your chart of accounts,
when importing Quicken information. Make sure that between creating your
company and importing the Quicken data, no accounts are entered. If you
just set up a new company using the New Company Setup wizard as described
in the previous section, this is already done for you.
® To check for Default Link Accounts, select Default Information from the
Maintain menu. Then check Customers, Vendors, Employees, Inventory
Items, and General Ledger. (The Link Accounts are on the first folder tab.)
There should be no default accounts defined.

® To check for General Ledger accounts, select Chart of Accounts from the
Maintain menu. Click the lookup button; the list should be empty.



Make a Backup
Before you begin importing, we strongly suggest that you make a backup of
the company you have just created. This way, you will not have to start from
scratch if the Quicken information does not import properly.
® To back up your company data, select Back Up from the Peachtree
Accounting File menu. For detailed instructions, refer to the “Company
Administration” chapter of the User™s Guide.




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Importing Quicken Data
If you have exported your Quicken data and set up a new company in
Peachtree Accounting, you are ready to import Quicken data. If not, please
complete these steps before you continue.
Before the Quicken data is actually imported, you must define how you would
like the Quicken data to be interpreted by Peachtree Accounting. The
Peachtree Accounting import program allows you to
• set up a chart of accounts that corresponds to Quicken accounts and
categories
• set up IDs for vendors, customers, jobs, and employees that
correspond to Quicken payee and class names
Initially, the import program makes assumptions about how you want the
Quicken data to be imported into Peachtree Accounting and assigns defaults
based on these assumptions. The windows that appear during the import
process give you an opportunity to identify and verify the data before the
Quicken transactions are actually imported in case the defaults aren™t correct.

Stepping Through the Quicken Import Process
Follow these steps to begin importing Quicken data into Peachtree
Accounting.
1 Start Peachtree Accounting.

2 Open the company you created in second section of this appendix.

3 From the File menu, choose Select Import/Export.




Quicken Account Peachtree Account




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Importing Quicken Data
Converting Quicken Accounts and Categories



4 Select the All Files import type and choose Quicken.

5 Select the Import button.
Peachtree displays the Import a File window.
6 Enter the path name (directory) where the exported Quicken file(s) are
located.




Quicken Account Peachtree Account

This is the directory name, not each file name; for example, C:\EXPORT.
All files in the directory with a *.QIF extension will be imported.
7 Select OK to begin the import process.


Converting Quicken Accounts and Categories
The first two windows that display after you begin the import process allow
you to define the chart of accounts in Peachtree Accounting for the Quicken
accounts, categories, and subcategories. In the first window, you are verifying
that the import program shows the correct account data for each exported
Quicken file. In the second window, you are creating accounts for Quicken
accounts, categories, and subcategories.




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Selecting Quicken Accounts to Convert (Part 1 of 6)

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