QB Issue Resolution:
The QuickBooks Conversion Tool converts most of your employee data, except for Peachtree-specific fields (Position, Birthday, Spouse, Emergency contacts)
The following tables list the employee-related information that will be converted (or not converted).
Employee data that gets converted to QuickBooks
Employee Personal Information |
Notes |
Employee Name |
Peachtree’s First, Middle, and Last Name (up to 41 characters). |
Print on Checks As |
Same as the Peachtree Employee Name. |
SS Number |
Peachtree Employee SSN |
Gender |
Not available from Peachtree. |
Date of Birth |
Not available from Peachtree. |
Employee Personal Address and Contact Info |
Notes |
Address, City, State, Zip |
Same as Peachtree. |
Phone |
Peachtree Phone Number |
Cellular |
Not available from Peachtree. |
Alt. Phone |
Not available from Peachtree. |
Fax |
Not available from Peachtree. |
E-mail |
Same as Peachtree |
Pager |
Not available from Peachtree. |
PIN (Pager) |
Not available from Peachtree. |
Employee Additional Info |
Notes |
Account No. |
Peachtree Employee ID |
Billing Rate Level |
Not converted. |
User-defined (Custom) fields |
Behaves the same, unless a customer, item, or vendor has the same custom field. In this case, the data will only be converted for the customer’s, item’s, or vendor’s field. Custom fields can currently only be converted for a customer, an item, a vendor, or an employee, but not shared across these. Custom fields will currently be converted in the following order: customer, item, vendor, employee. |
Payroll and Compensation Info |
Notes |
Paychecks and YTD Information |
Paychecks or employees YTD information are not converted. You must make a manual YTD Adjustment for each employee that summarizes each employees YTD Payroll information. The YTD information will be sufficient for year-end W2’s and YTD information on future paychecks.
Peachtree creates paycheck information as a Payroll Entry (PRJ) General Journal Entry. This journal entry debits and credits the same expense, liability and asset accounts as Peachtree. QuickBooks does not recognize Peachtree Journal Entries as Paychecks for Employee YTD for W2s. You must make a YTD adjustment for each employee that records the total Calendar YTD Gross Wages and total amounts deducted. |
Employee Payroll Setup Information |
These fields are not converted (Sick Pay, Vacation, DD Info, Payrates, Taxes, Withholdings, Deductions). |
Employment Info |
Notes |
Employment Dates |
Hire and Release Dates will be converted from Peachtree. |
Employment Details (Type) |
These employment fields (Regular, Officer, Statutory, Owner) need to be manually entered. |