Peachtree

To export orders to Peachtree Complete Accounting follow the steps below:

1. Click 'Orders' from the Management menu and the 'Search Order' form appears.

2. Enter the search criteria in the 'Search Order' form. Fill the appropriate values for Order id, email of the customer who placed the order, order status and the period of time within which those orders were placed by the customer.

3. Select the "Peachtree Complete Accounting" from the export format drop-down menu.

Step 1. Exporting Customer List

Click the "Export customer list" button to export customer records for the found orders and save the resulting CSV file.

In Peachtree: To import the exported customer information, select "Select Import/Export" from the file menu. Select "Accounts Receivable / Customer List" and click "Import". Click "Options" and select the saved export customer list file. Check "First Row Contains Headings" as an Import Options. Switch to "Fields" tab and make sure that the import fields layout confirms the customer list file format. Click on OK to import the customer list.

To find the list of imported customers select Maintain :: Customers/Prospects from Peachtree main menu.

Step 2. Exporting Sales Journal

Before you can export sales transactions you must specify a Receivable Account number and a General Ledger Sales Account number (both should be valid account numbers from your Chart of Accounts). Click the "Export sales journal" button to export sales journal records for the found orders and save the resulting CSV file.

In Peachtree: To import the sales journal, select "Select Import/Export" from the file menu. Select "Accounts Receivable / Sales Journal" and click on "Import". Click on "Options" and select the saved export sales list file as an "Import/Export File". Check "First Row Contains Headings" as Import Option. Switch to "Fields" tab and make sure that the import fields layout confirms the sales journal file format. Click on OK to import the sales journal.

To find the list of imported sales select "Tasks :: Sales / Invoicing" menu.

Step 3. Exporting Cash Receipts Journal

If the exported orders list contains processed or completed orders the third export step is available. The third step is an export of Cash Receipts Journal. Before you can export cash receipts transactions you must specify a Cash Account number to which the total value of the received payments is allocated (it should be a valid account number from your Chart of Accounts). Click the "Export cash receipts" button below to export cash receipts journal records for the found orders and save the resulting CSV file.

In Peachtree: To import the sales journal, select "Select Import/Export" from the file menu. Select "Accounts Receivable / Cash Receipts Journal" and click on "Import". Click on "Options" and select the saved export file as an "Import/Export File". Check "First Row Contains Headings" as Import Option. Switch to "Fields" tab and make sure that the import fields layout confirms the cash receipts journal file format. Click on OK to import the cash receipts journal.

7. After you successfully pass all export steps you will be able to import the exported orders.

Please refer to your Peachtree manual for further assistance.