Peachtree Sales Journal Import

To begin Sales Journal Entries into Peachtree Accounting you must first create an Import Template.

You can create the Peachtree Import file by accesssing the MicroStaffer main invoice window, retrieving one or more invoices and clicking the Export button. Then select the Peachtree Export format from the dropdown.

Once the export file has been created from MicroStaffer (C:\SALES.CSV), start Peachtree Acounting and do the following to import the sales journal entry records:

1. Click on File->Select Import/Export from the main menu within Peachtree.

2. Click on Accounts Recievable then Sales Journal then click on Import from the Toolbar. The Sales Journal window will open.

3. On the 'Fields' tab begin by clicking on the Show None button. Then on the 'Field Settings' list click each 'Show' column in this EXACT order:

1. • Customer ID

   • Invoice $

   • Date

   • Date Due

   • Accounts Receivable Account

   • Number of Distributions

   • Description

   • G/L Account

   • Tax Type

   • Amount

The numbers under the 'Col #' field on the Peachtree Fields List must match those numbers above.

4. Next, click on the 'Options' tab

5. Under 'Import Options' check 'First Row Contains Headings'. This MUST be checked!

6. Under 'Import/Export' file select the file that was used to export invoices from MicroStaffer

7. We now recommend that you click on the 'Save' button to save the Import Template. This way, any time you wish to import new Invoices into the Sales Journal, you can simply access the Saved Import Template which will contain all the current settings and selections.

8. Finally click on the 'OK' button to import the Sales Journal records. Note, Peachtree will add new records for checks not found and update those that are already present.