Thursday, December 24, 2009

Peachtree Toolbox: A preview of backwards compatiblity and converting

Once in awhile I get asked if Peachtree is backwards compatible or convertible to a smaller version. Generally this comes up when we at the office have converted a file for our use and the Accountant later realizes that they need to update the clients file and we were not instructed to keep the same version as the clients to assure that we can add our changes to the file.

I have a lot of experiences of working with a variety of databases, I have even created a few. Now I am not going to sit around and toot my own horn, I just wanted to give a bit of background on how I arrived at being able to move data back to older versions of Peachtree and even smaller versions as well.

The key to being able to move data back and forth is Peachtree’s Import and Export feature. I have stated in earlier posts that Peachtree's database is by far the best of the small business accounting software. The import and export function allows you to work with the data in Excel and make adjustments as needed.

What you would need to do to accomplish this task is both copies of Peachtree, Excel, and the knowledge of how to do this.

The import and export function is found under file and Select Import/Export. You also need to know what you want to import and export.  The reason you need both copies of Peachtree is so you may map what fields that are involved and make sure that you only transfer the fields that are needed. Once you have established the fields needed you can set your export with the fields you need and import the same.

This is just an overview and a hint of things to come. I will cover this feature in more detail in a future post. In the meantime,

Happy Holiday’s and Merry Christmas.

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