Overview
An advantage to ERPlite is existing links to accounting software such as Peachtree. This allows the customer to continue use of their existing accounting software. The following tutorial will demonstrate how easy it is to export data from ERPlite to Peachtree.
First export the data from ERPLite to .CSV file.
Step 1: Open ERPLite and click on the QuickBooks/Peachtree tab in the main menu. The screen should look like the below shown screen:
Step 2:Now click on the Peachtree Export tab in the ERPLite Sub menu. You will see the following screen.
Here you have two options. 1. By Default exported files are saved in C:\Customer.csv for Customer, C:\Vendors.csv for vendors\Suppliers, C:\Items.csv for Items, C:\PurchaseOrders.csv for Purchase Orders and C:\SalesOrders.csv for Sales Orders. 2.Or if you want to save in different location or different file name, you can press Browse button and you we will see a screen like below shown, there you can give different name and location:
Step 3: Then press the Start Export button to export the files from ERPLite to .CSV files. So far you have exported data from ERPLite to .CSV files. Now lets look at importing the ERPLite data which are in .CSV files into Peachtree.
Peachtree Accounting has a number of standard import and export templates that look for data in a predefined order. Each file of data you import must have the fields in the same order as the template so peachtree will know where to put the data.
Now importing data from .CSV files into Peachtree.
Step 1: Open Peachtree and click on File>Select Import/Export. To import "Customer List ", select Accounts Receivable >Customer List > click on the Import icon. Your screen should look like the following:
Step 2: The Customer List window will open. This window has three tabs.
Options Tab:
Import/Export File: The default import file name appears in this field. If you have saved the file in another name, click the arrow button to the left of the file name to display a standard file selection box to select another the correct name.
Import Options: Do not check the First Row Contains Headings box.
Fields Tab:
First, clear all the settings by clicking Deselect All. Make sure to check the fields in the given order, if it is not in the given order, then use Move button to arrange. Check only below mentioned fields and in the same order for an error free import.
Customer List Fields settings: Customer ID, Customer Name, Contact, Bill to Address line one, Bill to address line two, Bill to city, Bill to State, Bill to Zip, Bill to Country, Telephone 1, Fax number, and Email address.
Once all settings are done, click the Save button, and save the current template as something like "ERP_Import customer list".
Step 3: When you are satisfied with your entries, click OK. Peachtree Accounting warns you that you should make a backup before attempting to import information and asks if you want to continue. Click yes to start the import.
Once you have imported the data , to see them click Maintain->Customer/Prospect and
Then you will see the below screen:
Now all you need to do is, to do the same thing for the following objects:
Accounts Payable ->Vendor List
Inventory->Inventory Item List
Accounts Payable -> Purchase Order Journal
Accounts Receivable ->Sales Order Journal
Each object will have their own fields setting. Don't check the First Row contains Headings box.
Vendor list Fields settings: Vendor ID, Vendor Name, Contact, Address-Line-One, Address-Line-Two, City, State, Zip, Country, Telephone 1, and Fax number.
After you have checked all the fields, your screen should look like the one shown below. Now click option tab and check for the file name, in Import/Export file field. The default import file name appears in this field. Click the button to the left of the file name to display a standard file selection box to select another file name. Once all settings are done, click the Save button, and save the current template as something like "ERPVendor list". When you are satisfied with your entries, click OK. Peachtree Accounting warns you that you should make a backup before attempting to import information and asks if you want to continue. Click Yes to start the import. Now press save button and press OK to import Vendor list.
Inventory Item List Fields Setting: Item ID, Item Description, Item Type, Description for Sale, Unit of Measure, Weight, Last Unit Cost, Reorder Quantity, Minimum Stock, Description for Purchase.
Press save and Press OK to import.
Purchase Order Journal Fields Setting: Description, Vendor ID, Date and Drop ship customer ID, Accounts payable Account, Number of Distributions, PO Distribution, G/L Account, Amount and Item ID.
Check for the file name, make sure it is where you saved your .CSV file. Now your screen should look like the following screen.
Press save button and then press OK to import purchase orders.
Sales Order Journal Fields Setting: Sales Order #, Customer ID, Date, Accounts Receivable Account, Number of Distributions, SO Distribution, G/L Account, Tax Type, Amount and Sales Tax Authority.
You can check only above mentioned fields and it should be in the same order only. After you have checked all the above mentioned fields your screen should look like the one which is shown below.
Check for the proper file name and press save button and press OK to import the sales order. One important thing to check. The customer ID in sales order should be present in Peachtree>Customer, other wise you will get an error while importing sales order.
For Purchase Order some sample numbers are hard coded for Accounts Payable Account, Number of Distributions, PO Distribution, G/L Account, and Amount in ERPLite code, you can change these numbers according to your company data in ERPLite code.
For Sales Order some sample numbers are used for Accounts Receivable Account, Number of Distributions, SO Distribution, G/L Account, Tax type, Amount and Sales Tax Authority in ERPLite code. You can change the numbers according to your company data in ERPLite code.
Some common problems to look out for when importing data are:
1. Account ID, Customer ID, Item ID, Vendor ID, Employee ID, Inventory ID and Job ID must conform to Peachtree Accounting standards and contain no embedded spaces. This has taken care in ERPLite code.
2. While importing sales order the customer ID which is in sales order and the customer
ID which is in the Peachtree customer should match. Otherwise you will get an error.
3. While importing into ERPLite, if there is no data in the records you will get an error.
4. Avoid quotation marks in description fields. The information will have a starting and
ending quotation mark, so when Peachtree accounting sees the starting and ending
quotation mark in the middle of the field and starts trying to import the data for the
next field with the remainder of the description, which is sure to cause errors.
However this problem has been taken care in ERPLite code, by adding starting and
Ending quotation marks in comma-delimited (CSV) files in any alphanumeric field
That contains spaces or punctuation marks (such as names or addresses).