Editing Fiscal Years
Editing Fiscal Years
(OP)
A couple of questions from someone who is not very familiar with Peachtree but trying to help out the accounting team:
We have had a change in fiscal year start date, and wish to make December of 2001 into an entire fiscal year unto itself. We are currently set up on a yearly basis beginning in December and ending in November. Is there a way to edit our fiscal year setup to accomodate this switch-over?
If we create a new company, there are options for setting up fiscal year periods any way we want, but we are unsure how to import the company data that has already been input into our original company.
Any suggestions or information would be greatly appreciated.
We have had a change in fiscal year start date, and wish to make December of 2001 into an entire fiscal year unto itself. We are currently set up on a yearly basis beginning in December and ending in November. Is there a way to edit our fiscal year setup to accomodate this switch-over?
If we create a new company, there are options for setting up fiscal year periods any way we want, but we are unsure how to import the company data that has already been input into our original company.
Any suggestions or information would be greatly appreciated.
RE: Editing Fiscal Years
I have done several data conversions and found it best to go in a certain order. Primarily setup your empty company, setup defaults, import lists, enter beg balances, import transactions. Be careful if they have used quotes in the description fields, they can really mess you up.
Good Luck
BGTEK
RE: Editing Fiscal Years
RE: Editing Fiscal Years
So far, it seems as though the Peachtree update process is quite clumsy.
Thanks for any help you can provide!
John