Peachtree Accounting: How to Troubleshoot Importing Inventory Items
In today's world, computer programs are developed for almost every field, which sometimes makes it difficult to stay on top of every new program you use. Peachtree Accounting is a popular accounting program used in the financial world. If you are new to Peachtree Accounting and are having trouble importing inventory items, there are several ways you can troubleshoot your problems.
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Instructions
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Remove any quotation marks that are used on names, memos or description text before importing. Peachtree Accounting automatically places quotation marks at the beginning and end of each field when it detects a field value. When you import an inventory item into Peachtree with quotation marks, it cannot tell when the field ends and may misplace or join two fields into one.
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Change your inventory IDs if you are rebuilding a company in Peachtree Accounting. For accounting reasons, you will still want to transfer old inventory IDs into your new company file. Out-of-use inventory IDs usually have an exclamation point placed next to them, but some of your inventory history files will not include an exclamation point. Peachtree will send you an error message when inventory IDs don't match. To fix this importing issue, open the inventory files in an application, such as Excel or WordPad, and add an exclamation point to each inventory IDs that does not have an exclamation point.
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Manually enter inventory beginning balances. Peachtree Accounting allows you to import maintenance and list information, but it does not allow you to import beginning balances.
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Import files in the proper order. The proper importing order for rebuilding a company starts with the chart of accounts files, followed by the employee list, vendor list, customer list, inventory item list, phase list, cost code list and job list.
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References
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