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Re: Interface to Peachtree

From: Gary Thomas
Date: Wednesday, May 5, 1999
Time: 8:59:15 am

I found this much info on the PeachTree Help menu.
It does seem that it would be possible to export from
Optigold and then import into PeachTree. It seems you
can import customer info and transactions.

One key item would be to use the same customer ID
in both systems. That is the key for finding the customer
to credit in PeachTree. I am sure we could work that
out since PeachTree will accept any form of customer ID.

Another issue is just figuring out exactly which fields to
use and which are mandatory. I didn't have time to dump
all the fields right now, but they suggest you go to
PeachTree and select Export for the function you are
interested in Importing to, and it will show all the possible
fields. An interesting backwards approach.

If you are interested in pursuing this, I think it would be
an immensely valuable addition and worth some extra
cash if it works. Get that, I am willing to pay something
for this type of code. I want to avoid having to make
entries into two systems, but the Accounting folks will
demand entries into PeachTree and the more detailed
the better.

If I can help on this idea, just email me.

Here is what the Help Menu said:

You can translate information from other applications
into a format that Peachtree Accounting can use.

The Import/Export module allows you to:
·Select specific fields to import from other modules
or export to other applications.

·Create templates for importing and exporting fields.

·Reconstruct data because of data corruption or
because of a Fiscal Year change.

Peachtree Accounting can read data files created by
other accounting programs, spreadsheets, database
programs, or even word processing files. The data
file must be a comma-delimited ASCII file, and must
contain the same fields and number of fields that
Peachtree Accounting uses.

Before you import the file from an outside program,
use the Export function to export the corresponding
Peachtree Accounting file. Be sure to check the
Include Headings box on the Export tab. Then you
can see the number, order, and names of the fields
that compose the Peachtree Accounting data file.
Often, the application from which you're exporting
the data file lets you specify the number and order
of fields.
The type of information you can import is the same
as what is entered on the Maintain and Task windows.
For example, the records of a customer, vendor,
employee, or inventory item (Maintain) and transactions
with them (Tasks).

This import/export fields lists contain a detailed
list of formats required for maintenance information
(customers, vendors, general ledger accounts, employees,
inventory items, and jobs) and transaction information
(general, purchase, cash disbursements, inventory
assemblies, inventory adjustments, sales, cash receipts,
quotes, sales orders, purchase orders, and payroll).




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