Welcome to the Community space, @rl74931.
Currently, we're unable to transfer files from Peachtree 2005 into QuickBooks since the conversion tool only works for Sage 50 version 2013 and above. To convert your 2005 version, I suggest contacting our QuickBooks Data Conversion Team.
They can walk you through the steps to ensure your data from Peachtree is successfully converted to QuickBooks Desktop.
Here's how to contact us:
To switch your data successfully, here are the system requirements that you'll need to check:
You may also check these articles for additional reference about converting files from Sage to QuickBooks:
Once everything is done, you can check out these articles. It contains some links that will guide you in setting QuickBooks Desktop:
I'll be right here if you have further questions. Keep safe and have a good one.
You may have 2 options:
1. Export all of your data out to XLS and utilize one of this importer tools
2. Purchase a 3rd party conversion service.
Check our profile name and send your business email address in a private message to us.
What we don’t convert?
We make your move to QuickBooks as quick and painless as possible by converting all core accounting information. However, since our conversion software needs to talk to the QuickBooks software, we have to work within the limitations it imposes. This means that there are some things you will have to do post-conversion. The following information is not converted:
* Bank Reconciliation (You will need to do a single bank reconciliation after the conversion. We will send you instructions to do this.)
* Paychecks are converted as Journal Entries (Importing Paychecks is not supported by Quickbooks)
Employee YTD information
* Employee Payroll setup data is not converted (Sick Pay, Vacation, Direct Deposit information, Pay rates, Tax setup including Withholdings, Deductions, etc.)
* Individual employee wage or deduction information
* Custom templates
* Jobs are not attached to transactions
* Fixed Asset Items (This is only applicable if your data file is linked to Peachtree Fixed Assets)
* Work Tickets
* Posting and Non-posting transactions after the current date are not converted
* Closed or partially closed Sales Orders, Purchase Orders, and Estimates
* QuickBooks handles Sales tax differently compared to Peachtree and you may need to make Sales Tax Adjustments prior to using QuickBooks
* Sales Tax items are converted to QuickBooks but Customer Sales Tax defaults are not assigned to customers.
* We try to map every available field in Peachtree to the corresponding field in QuickBooks. In some cases, fields are not compatible and are not transferred over. You will need to manually enter such fields after the conversion. Examples of such fields are vendor default account numbers, preferred vendors for inventory, multiple shipping addresses for customers, and default Customer Sales Tax settings.
What to expect after the conversion?
* We will send you back a QuickBooks backup file that will restore into a new QuickBooks file on your computer.
* We will send you a detailed post-conversion checklist to get you up and running in QuickBooks.
* We will send you a report of transactions that failed to import (in most conversions, 100% of the transactions are converted).
* Sometimes the source data file will contain transactions that are allowed in Peachtree but not in QuickBooks. We use standard workarounds to import these transactions into QuickBooks and will send you notes on what you need to do post-conversion to handle such transactions.
* If you are using Assembly Items and/or Advanced inventory, you may need to manually add inventory adjustments to the converted data file to match quantities in QuickBooks with Peachtree. This occurs due to the differences in the way inventory is handled in QuickBooks v/s Peachtree.