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Features in Release 7 that May Impact
Conversion 35
Issues from Peachtree Complete Accounting
Release 4 39
Issues from Peachtree Accounting Release 3.5
(or lower) 40
Issues from Peachtree First Accounting 45

Converting Data from other Products
From Peachtree Complete Accounting for DOS 47
2 Upgrading from Previous Versions
Getting Started Guide



• Upgrading from Previous
Versions •
Installing the Upgrade
If you are upgrading from a previous release of Peachtree Accounting,
Peachtree Complete Accounting, or First Accounting, install the updated
program in the existing Peachtree Accounting directory (usually \PEACHW,
unless you changed it to a different name during the previous installation).
During the installation process, select the Upgrade setup option. This option
upgrades your program files from a previous version of Peachtree
Accounting, maintaining your existing installation and registration settings.
For more information, see “Installing Peachtree Accounting” on page 5.
If you elect to use a new or alternate directory name, you will be prompted for
the Release 7 serial number and registration unlock code. For more
information, see “Registering Peachtree Accounting” on page 17.

Using Existing Data
If you are upgrading and attempt to open your established company data for
the first time, a window displays asking you to convert your data to the new
format. This is required if you intend to use your company in the new release
of Peachtree Accounting.
The purpose of this chapter is to explain how to convert existing Peachtree
Accounting data to the new Peachtree Complete Accounting Release 7
format. It will inform you of conversion issues you may encounter when
attempting to use existing Peachtree Accounting data.
Before you begin converting Peachtree Accounting company data, be sure to
read this chapter completely and carefully.




30
Converting Existing Company Data
Before You Begin


Converting Existing Company Data
The company data conversion is used only for companies that used prior
releases of Peachtree Complete Accounting (for Windows), Peachtree
Accounting, or First Accounting. This process does not convert company data
from Peachtree Complete Accounting for DOS. The MS-DOS conversion
requires a separate utility available from Peachtree Software. To order the
Peachtree Complete Accounting for DOS conversion utility, please call
1-800-247-3224.

Before You Begin
Before you proceed in converting your data, we recommend you turn off all
screen savers, disable virus-protection software, and close all other
applications. This will speed up the conversion and avoid any errors.
Also, make sure you have ample hard-disk space available where your data is
located before converting your company. The conversion may require up to
2.5 times the size of your company data to convert successfully depending on
the version you are converting. For example, if your company is 2 MB, you
should make sure 6 MB of hard-disk space is free. This does not mean your
company will triple in size. Peachtree uses the extra space temporarily while
converting.


In some cases your company data may increase in size after the conversion.

Note


Starting the Data Conversion
To begin the conversion process, follow these instructions:
1 Open your company by selecting Open Company from the File menu.
If your company is in a prior format (Peachtree Complete Accounting,
Peachtree Accounting, or First Accounting), a Conversion window will
display. You have three options: Backup, Continue, and Cancel.
2 Select Backup to begin the process of making a backup of your company
data prior to conversion. Once the backup is complete, you return to the
Conversion window.




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2 Upgrading from Previous Versions
Getting Started Guide




We strongly recommend you make a backup before converting your
company data to the new Peachtree Complete Accounting format. This way
if something failed or there was a power outage, you could restore the backup
Warning

and convert again. Also, it™s a good idea to back up your old company data to
diskette which can be filed away for audit purposes. For more information on
backing up data, refer to the “Company Administration” chapter of the User™s
Guide.
3 Select Continue to begin the conversion process. Once the conversion is
complete, you return to the main Peachtree Accounting window.
The conversion process may take some time depending on the prior
release the program is converting and the amount of memory in your
computer.
If you are converting a company from Peachtree Complete

Accounting Release 4 or 6, Peachtree Accounting Release 3.5 or 5,
or Peachtree First Accounting, the process should move quickly (5
to 30 minutes), depending on the size of your company data and
computer memory.
If you are converting a company from Peachtree Accounting

Release 3.0 (or lower), the conversion make take a long time
depending on the size of your company data. For example, if you are
converting a 4 MB company, this may take between 15 minutes to 1
hour (depending whether you use inventory or not). If this is the
case, we recommend you begin the conversion before lunch or at the
end of the day.
IMPORTANT: Do not interrupt the conversion process. Companies with
large amounts of data could take a long time to convert.
Once you convert your company to the new format, you cannot use your data
with any prior releases of Peachtree Accounting or First Accounting.




32
Converting Existing Company Data
Troubleshooting the Conversion


Troubleshooting the Conversion
Companies with large amounts of data could take a long time to convert. If
you are sure the conversion has stopped before it is complete, but no error
message displays, try these steps before calling Technical Support:
1 Restore your (existing) company data manually using the same method in
which you backed up the data. This means completely replacing the
partially converted company data with the pre-existing copy.
Note: You cannot backup or restore data through the Peachtree
Accounting facility at this point.
If the data conversion to Release 7 fails, if you are forced restore a backup
of your company data, and if you used Peachtree™s Simple Copy backup
method in Release 4, 5, or 6, you can manually restore your company
backup without having to reinstall the older version of Peachtree
Accounting. For detailed instructions, please refer to PeachFacts
document 30027 within the Peachtree Knowledgebase at http://
www.peachtree.com or call the PeachFax service at 1-800-719-3216 and
request this document number.
2 Turn off memory-resident programs (including screen savers and virus
protection programs), and remove any applications from the Startup folder.
Before attempting the conversion again, make sure all other applications
are closed.

3 Exit Windows, and reboot your computer.

4 Check for available disk space. You will need approximately 2.5 times the
amount of current space in your data directory. Company data directories
are sub-directories of \PEACHW that use respective short names for each
company.

5 If you get the error message, “This transaction refers to a non-existing
invoice for customer/vendor XXXX, reference XXXX” during conversion,
please refer to PeachFacts document 31038 within the Peachtree
Knowledgebase at http://www.peachtree.com or call the PeachFax service
at 1-800-719-3216 and request this document number. This document
gives detailed instructions for correcting the error.

6 Try the conversion again.




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2 Upgrading from Previous Versions
Getting Started Guide



Troubleshooting Data Conversion on a Network
If you are operating Peachtree on a Novell network and experience “Lock
Table Full” errors, increase the maximum locks per connection on your
network, then try the conversion process again. If this does not work or you
are on a experiencing “Lock Table Full” errors on other networks when trying
to convert data, copy your company data to a workstation and perform the
operation directly on that workstation. When the process is complete, copy the
data back to the network drive.


If you are unclear as to how to set the number of locks, refer to your network
manual or see a network administrator. You can also visit the PeachFacts
Technical Library at our Internet web site at http://www.peachtree.com for
Note
information correcting the error.
If you have an automatic backup routine enabled on your network and run
the conversion or purge process overnight, you should disable this routine. It
can be re-enabled after the purge or conversion process has completed.
If you still run into errors while converting existing data, consider
examining technical tips and frequently-asked questions that Peachtree
Software provides through our PeachFax (fax-on-demand) service and
PeachFacts documents available at the Peachtree Software web site or contact
Peachtree Software Client Support. For more information, see “Technical
Support” on page 22.




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Conversion Issues
Features in Release 7 that May Impact Conversion


Conversion Issues
This section contains important information if you are upgrading from an
earlier version of Peachtree Complete Accounting, Peachtree Accounting, or
First Accounting. For complete instructions on converting your company
data, “Converting Existing Company Data” on page 35.

Features in Release 7 that May Impact Conversion
The following is a short list of the features in Release 7 that may or may not
impact your conversion of existing data. For a complete list of new features in
Release 7, refer to Peachtree Accounting™s online Help. In the Contents tab of
the help Topics window, select “What™s New.”


Year 2000 Compliant
Peachtree Accounting and Peachtree Complete Accounting Release 7 are both
“Year 2000 compliant.” They will process, calculate, store, and display date
data into the year 2000. This means that the program, when used in
accordance with its associated documentation, will use four-digit years on
input and output where appropriate. This includes viewable four-digit dates
on screen and within reports. For two-digit year processing, years [51]
through [99] are assigned a 19xx date, and years [00] through [50] are
assigned a 20xx date. The standard date format is MM/DD/YYYY.
To illustrate this, open the sample company, Bellwether Garden Supply. This
Peachtree Accounting company is set up with a March 15, 2003, system date;
it has data entered in 2003 and 2004.
For more information on Peachtree Software™s Year 2000 policy, visit our web
site at http://www.peachtree.com.


User/Password Security
Peachtree Accounting can allow custom access for different individuals. You
can set up user profiles (records) for each person who will be using Peachtree
Accounting. Each user record is set up with a user ID and password that will
be required before opening and working with company data. Setting up users
also enhances security and personal accountability when the Use Audit Trail
option is activated (see below).
You can also set up user rights (control levels) to various program areas of
Peachtree Accounting. You can choose to allow users access to a complete
major program area (for example, Accounts Receivable) or limit access to a
particular window (for example, Sales/Invoicing).



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2 Upgrading from Previous Versions
Getting Started Guide


When user IDs and passwords are set up, Peachtree prompts you for a user ID
and password when you open a company. If you know the password, you can
access the areas of the program to which you have rights.
Passwords from previous versions of Peachtree Accounting Releases 5 (or

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