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Note: If there is a balance for this field, it will be converted to Peachtree Accounting
as an employee beginning balance.
To set up 401(k) contributions in Peachtree Accounting, refer to the “Payroll”
chapter of the Peachtree Accounting User™s Guide. You can skip the section on
creating a 401(k) payroll field. Set up your payroll tax tables and employee
information using the 401(k) payroll field converted from QuickBooks.


Assign W-2 Payroll Fields in Peachtree Accounting
1 From the Maintain menu, select Default Information, then Employees. The
Employee Defaults window displays.

2 In the General tab, select the Assign Payroll fields for W-2s button.

3 Select the appropriate payroll field for each W-2 field. Below are examples
of where to assign common payroll fields:
Box 2: FIT Withheld: Select your federal withholding payroll field (for
example, “Federal Wit” or “Fed_Income”). After the converting payroll
information from QuickBooks, Peachtree will assign this payroll field
for you.
Box 4: FICA Withheld: Select your employee Social Security payroll
field (for example, “Social Sec” (the first field listed with this field name)
or “Soc_Sec”). After the converting payroll information from
QuickBooks, Peachtree will assign this payroll field for you.
Box 6: Medicare Withheld: Select your employee Medicare payroll field
(for example, “Medicare Em” or “Medicare”). After the converting
payroll information from QuickBooks, Peachtree will assign this payroll
field for you.


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What QuickBooks Data Is Converted
Converting Payroll Setup Information


Box 7: FICA Tips: Select your employee “Tips” payroll field if your
employees record tips and you have set this payroll item up in
QuickBooks or Peachtree Accounting.
Box 18: State Inc Tax: Select your state withholding payroll field (for
example “GA With” or “GASIT”). After the converting payroll
information from QuickBooks, Peachtree will assign this payroll field
for you.
Box 21: Local Inc Tax: Select your local withholding payroll field, if
applicable and set up.


QuickBooks permits you to assign multiple payroll items to W-2 boxes. In
Peachtree Accounting you can assign only one payroll field per W-2 box.
Note
If you are unsure as to what fields should be assigned to W-2 boxes, consult
with your accountant.
4 When finished assigning the W-2 payroll fields, select OK.



Assign Payroll Fields for EmployEE- and EmployER-Paid Taxes
1 From the Maintain menu, select Default Information, then Employees. The
Employee Defaults window displays.

2 In the General tab, select the “Assign Payroll fields for EmployEE Paid
Taxes” button.

3 Select the appropriate payroll field for each employee-paid tax. These are
the tax contributions that some states require as deductions from the
employee's salary. Check your state's tax laws to be sure.
Disability: Select your state employee disability (SDI) payroll field, if
required. If this payroll item was set up in QuickBooks, Peachtree will
assign this payroll field for you.
Unemployment: Select your employee state unemployment payroll
field, if required. If this payroll item was set up in QuickBooks, Peachtree
will assign this payroll field for you.
Training Tax: Select your employee state training tax payroll field, if
required.
4 When finished assigning the employee-paid tax payroll fields, select OK.

5 Select the “Assign Payroll fields for EmployER Paid Taxes” button.




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B Converting QuickBooks Data to Peachtree Accounting
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6 Select the appropriate payroll field for each employer-paid tax. These are
the tax contributions that are required from the employer. Check your
state™s tax laws to be sure.
Federal Unemployment (FUTA): Select your employer federal
unemployment payroll field. This is required of all employers (for
example, “Federal Une” or “FUTA_ER”). After the converting payroll
information from QuickBooks, Peachtree will assign this payroll field
for you.
State Unemployment (SUTA): Select your employer state
unemployment payroll field. This is required of all employers (for
example, “GA “ Unempl” or “GASUI”). After the converting payroll
information from QuickBooks, Peachtree will assign this payroll field
for you.
State Disability Insurance: Select your employer state disability (SDI)
payroll field (most states require this).
State Training Tax: Select your employer state training tax payroll field
(some states require this).
State Special A and B: Some states require employers to pay additional,
special taxes.
7 When finished assigning the employer-paid tax payroll fields, select OK.

8 Select OK in the Employee Defaults window to save your changes.



Set Up Local Taxes after Converting from QuickBooks
If you created a local payroll item in QuickBooks, this payroll field is
converted to Peachtree Accounting. However, you must assign a local payroll
tax table to ensure that the local tax is calculated during payroll entry.


QuickBooks allows you to setup two localities for each employee. Peachtree
will only allow one locality per employee.
Note
1 From the Maintain menu, select Default Information, then Employees. The
Employee Defaults window displays.

2 Select the EmployEE Fields tab.




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What QuickBooks Data Is Converted
Converting Payroll Setup Information


3 Locate the local withholding payroll field that was converted from
QuickBooks. QuickBooks only provides the following local tax types:
• Indiana Counties
• Michigan Cities
• New York City Resident
• New York City Non-Resident
• Ohio School District
• Yonkers City Resident
• Yonkers Non-Resident
4 Select the Calculate check box.

5 Enter or select the tax ID that corresponds to your area, if required.
Peachtree names these payroll tax tables as XXLIT where XX represents
your state™s two-letter abbreviation. Peachtree Accounting only includes
certain local tax tables: COLIT, DELIT, MOLIT, and NYLIT.
If your local tax table is not present, you must set up the calculation. For
more information, see Set Up Local Taxes after Converting from
QuickBooks.
6 Select the Adjust button to display the Calculated Adjusted Gross window.

7 Select the Gross check box, then select OK.

8 Select OK to save changes and close the Employee Defaults window.

Entering the Local W-2 ID field in Employee Setup
If an employee uses a local payroll item converted from QuickBooks, you
need to make sure the filing status and W-2 ID information is set up correctly.
1 From the Maintain menu, select Employees/Sales Reps. The Maintain
Employees/Sales Reps window displays.

2 Enter or select the employee ID that requires local tax.

3 Verify or change the Local Filing Status and Allowances fields.

4 Enter the local W-2 ID that represents your locality. If your local tax uses one
of the tax tables provided by Peachtree, enter the appropriate Local W-2 ID
in the box provided.

If the tax table is provided by Peachtree, enter Local 1 as the Local W-2-ID (if
it is not already selected). For more information on setting up local taxes, refer
to the “Payroll” chapter of the Peachtree Accounting User™s Guide.


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Converting Employees
If you have employees set up in QuickBooks, these records will be converted
to the Peachtree Accounting format. Each converted employee is assigned an
employee ID, which consists of the employee™s initials. You cannot change
employee IDs after the conversion is complete. If you want to change the ID,
you must enter a new employee in Peachtree Accounting (effectively loosing
any associated balances).
After converting the company data, you can examine and update your
employee records in Peachtree Accounting at any time.
® To display and modify employee information, select Employees/Sales Reps
from the Maintain menu. The Maintain Employee/Sales Reps window
displays.

For detailed information on what and how QuickBooks employee
information is converted to Peachtree Accounting, refer to the Peachtree
Accounting online Help. In the online index, search for “QuickBooks, field
comparison lists.”

Federal, State, and Local Filing Statuses
After converting your QuickBooks company data, you need to verify that each
employee tax filing statuses are set up properly.
Federal Filing Statuses: QuickBooks allows you to select from three

filing statuses: Single, Married, and Head of HouseHold. Peachtree
uses Single and Married filing statuses. If an employee converted
from QuickBooks uses Head of Household federal filing status,
Peachtree will convert it to Single.
State Filing Statuses: If a QuickBooks employee uses a state filing

status not available in Peachtree, then the first valid state filing status
listed in Peachtree™s global tax tables for the respective state
withholding tax table is selected. For more information, see Valid
State Filing Statuses in Employee Setup. Make sure that each
employee has a valid two-letter state abbreviation listed in the State
W-2 ID box. This is used to determine the employee™s state
withholding, if required. If your employee requires additional state
withholdings, this too must be set up.
Local Filing Statuses: Peachtree cannot convert local payroll

information from QuickBooks. This must be manually set up in
Peachtree Accounting and assigned its corresponding local tax table.
Note: In QuickBooks you can set up two local tax payroll items for
each employee. Peachtree only allows one locality.




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What QuickBooks Data Is Converted
Converting Employees


Pension and Deferred Check Boxes
Peachtree includes Pension and Deferred check boxes in the General tab of
the Maintain Employees/Sales Reps window. These are primarily used for W-
2 purposes. Peachtree cannot convert this information from QuickBooks.
This must be manually set up in Peachtree Accounting.
Select the “Pension” check box if an employee used QuickBooks payroll items
referencing any of the following W-2 Tracking fields with the Calculate
Adjusted Gross set so that the item affects the employee's payroll:
• SEC 457 Distribution
• 401(k)
• 403(b)
• 408(k)(6) SEP
• Elective 457(b)
• 501(c)(18)(d)
Select the “Deferred” check box if an employee used QuickBooks payroll
items referencing any of the following W-2 Tracking fields with the Calculate
Adjusted Gross set so that the item affects the employee's payroll:
• SEC 457 Distribution
• 401(k)
• 403(b)
• 408(k)(6) SEP
• Elective 457(b)

Hourly and Salary Pay Information
QuickBooks allows you to set up employees that use both hourly and salary
payroll earnings. Hourly and salary earning field names are set up in
Employee Defaults. In Peachtree Accounting, employees can only use one pay
method. During the conversion, if the employee setup includes one or more
payroll items that uses the “Yearly Salary” payroll type, this employee will be
set up to use the Salary pay method in Peachtree Accounting. If the employee
setup only includes payroll items that use the “Hourly Wage” payroll type, the
employee will be set up to use the Hourly-Hours Per Pay Period pay method.




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