Importing from Sage 50 Accounting (Peachtree - WIN) Direct
Note: PeachTree 2013 (Sage Accounting) is now referred to as Sage50 Accounting (PeachTree-Win).
The Peachtree direct import uses COM technology to eliminate the need of exporting from Peachtree before importing into Working Papers and can be used for any version later than version 7.0. If you are importing from Peachtree version 7.0 or earlier, refer to Importing from Sage 50 Accounting (Peachtree - WIN) Export.
Requirements
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Version 2009 and later - Pervasive SQL version v9.1 or later.
Note: If you are running Version 2012 or later on Windows 10, you must have Microsoft .NET Framework 3.5 Service Pack 1 installed. It can be downloaded here.
If you are running Windows Vista with the Pervasive SQL v10.0 Workgroup version, you must turn on the UAC (UserAccessControl) to import from network files. - Version 2007 - Pervasive SQL v9.
- Versions prior to 2007 - If you are running the Pervasive SQL Engine, it must be stopped prior to running the import. For more information, see the special note about Pervasive SQL and Windows XP.
| File | Containing... |
|---|---|
| Company.dat | Client Data folder containing Client Info |
| General.dat | Client Data folder containing Accounting Dates |
| Chart.dat | Charts of Accounts exported from Peachtree |
| version.txt | Peachtree version information |
For GL Imports:
| File | Containing... |
|---|---|
| Lineitem.dat | Inventory items |
| JrnlHdr.dat | Header lines of journal transactions |
| JrnlRow.dat | Detail lines of Journal transactions |
| Invcost.dat | Cost of goods sold items |
| Bomhist.dat (accessed through Lineitem.dat) | BOM history data |
| Employee.dat (accessed through Lineitem.dat) |
Employee information |
Note: Though the easiest way to perform this import is to import directly from the Peachtree client folder; if necessary, the client file information can be copied to another location as long as all the files listed above are included.
Prerequisites
- To import your Peachtree files, the read-only attribute needs to be removed from all files in the client data folder for the import to function correctly. >>How Do I?
- If Protection is activated, you require the File right, Import, to perform this operation.
Procedure
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In the Import Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
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Open the client file in which you want to import.
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On the Engagement tab, in the Data group, click Import | Accounting Software.
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In the Import From drop-down, select Sage 50 Accounting (Peachtree - WIN) and in the Version field, select the version that you want to import.
Note: Click here to see all accounting software supported versions.
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In the Import Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
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Under Import Components, choose to import either:
- The Trial Balance (Opening Entries) or,
- The General Ledger Detail.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- Complete the remaining fields of the dialog. >>Quick Reference
- Click OK to begin importing.
- Exit Working Papers.
- Right-click on the Working Papers icon and select Run as Administrator....
Results
Accounting data is imported into the client file.
