Converting from Quickbooks

Posted by RobertM on February 4, 2007, 9:07 pm

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I want to convert my QB account to Peachtree to learn how to
use Peachtree. I don't want to corrupt the original QB files
so I copied the QBW file to a thumb drive and then attempted
to use the Peachtree conversion utility with the QBW file on
the thumb drive as the source file. I get an error message
that says the business file I'm trying to open is in use,
try later. The help file is vague on how to do the
conversion process. Do I have to create the business first
in Peachtree? Can the QB file be copied and converted
without destroying the original QB files? Or has Peachtree
decided you will never use QB again once you import the
files into Peachtree?

Bob

Posted by Laura on February 5, 2007, 7:44 am

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>I want to convert my QB account to Peachtree to learn how to use Peachtree.

>I don't want to corrupt the original QB files so I copied the QBW file to a

>thumb drive and then attempted to use the Peachtree conversion utility with

>the QBW file on the thumb drive as the source file. I get an error message

>that says the business file I'm trying to open is in use, try later. The

>help file is vague on how to do the conversion process. Do I have to create

>the business first in Peachtree? Can the QB file be copied and converted

>without destroying the original QB files? Or has Peachtree decided you will

>never use QB again once you import the files into Peachtree?

What version of Peachtree and Quickbooks are you using? Peachtree can only
handle certain QB conversions. They can not convert current year versions.
So if you are using PT2007 you can only convert QB2006 or older. Look in the
PT help file to confirm if your version will work.

It will not destroy your QBW file. You also do not need to create a new PT
company file. Just use the File>>Start Screen>>convert or just select
convert from the start screen when you first open up Peachtree.

Posted by RobertM on February 5, 2007, 8:29 am

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Laura wrote:

>> I want to convert my QB account to Peachtree to learn how to use

>> Peachtree. I don't want to corrupt the original QB files so I copied

>> the QBW file to a thumb drive and then attempted to use the Peachtree

>> conversion utility with the QBW file on the thumb drive as the source

>> file. I get an error message that says the business file I'm trying to

>> open is in use, try later. The help file is vague on how to do the

>> conversion process. Do I have to create the business first in

>> Peachtree? Can the QB file be copied and converted without destroying

>> the original QB files? Or has Peachtree decided you will never use QB

>> again once you import the files into Peachtree?

> What version of Peachtree and Quickbooks are you using? Peachtree can

> only handle certain QB conversions. They can not convert current year

> versions. So if you are using PT2007 you can only convert QB2006 or

> older. Look in the PT help file to confirm if your version will work.

> It will not destroy your QBW file. You also do not need to create a new

> PT company file. Just use the File>>Start Screen>>convert or just select

> convert from the start screen when you first open up Peachtree.

OK, I see the problem. I have PT Complete 2005 and I'm
using QB 2006 Pro. If I upgrade to PT 2007, will I be able
to make the conversion?

Bob

Posted by Laura on February 5, 2007, 8:44 am

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> Laura wrote:

>>> I want to convert my QB account to Peachtree to learn how to use

>>> Peachtree. I don't want to corrupt the original QB files so I copied the

>>> QBW file to a thumb drive and then attempted to use the Peachtree

>>> conversion utility with the QBW file on the thumb drive as the source

>>> file. I get an error message that says the business file I'm trying to

>>> open is in use, try later. The help file is vague on how to do the

>>> conversion process. Do I have to create the business first in Peachtree?

>>> Can the QB file be copied and converted without destroying the original

>>> QB files? Or has Peachtree decided you will never use QB again once you

>>> import the files into Peachtree?

>> What version of Peachtree and Quickbooks are you using? Peachtree can

>> only handle certain QB conversions. They can not convert current year

>> versions. So if you are using PT2007 you can only convert QB2006 or

>> older. Look in the PT help file to confirm if your version will work.

>> It will not destroy your QBW file. You also do not need to create a new

>> PT company file. Just use the File>>Start Screen>>convert or just select

>> convert from the start screen when you first open up Peachtree.

> OK, I see the problem. I have PT Complete 2005 and I'm using QB 2006 Pro.

> If I upgrade to PT 2007, will I be able to make the conversion?

Yes. I'm not sure it is worth the expense of upgrading to PT2007. According
to the help file:

Peachtree will convert most lists in QuickBooks to the Peachtree format.
Items that are converted to Peachtree include:

a.. company name and information

b.. chart of accounts and current balances for each account

c.. vendor records and current open balance

d.. customer records and current open balance

e.. customer sales taxes

f.. employee and employer payroll fields

g.. employee records and current year-to-date earnings

h.. inventory items (stock items will also include current quantity on
hand)

i.. job records

Peachtree cannot convert individual transactions found in QuickBooks. It
will only establish the current balance for each record at the time of the
conversion.

So it might be easier to manually export the lists to excel (look in PT
under "rebuild") and enter the balances into the COA using the year end
trial balance. This would also be good practise on setting up a new company
file without the conversion.