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12317: Exporting from Sage 50 to CWU

CWU Tools Generally

CWU: Exporting from Sage 50® (formerly PeachTree®) to CWU.

This information is available:

  • In CWU at Help > Contents. On the Index tab, select PeachTree import.
  • In Tools > Additional Tools > Importing from PeachTree in the CWU User's Manual.

Note: CWU needs to have the Sage 50 (PeachTree) software installed on the same computer as CWU to facilitate the conversion.

Importing from Sage 50 (PeachTree)

Import client, Employee, Vendor, Customer, and Chart of Accounts information (including account balances) from Sage 50® (PeachTree)® software. There are three parts to this process.

- Post all journal entries to the general ledger prior to exporting information from Sage 50 (PeachTree).
- If you will be converting the Chart of Accounts, it is strongly recommended that you print a Balance Sheet report in Sage 50 (PeachTree) prior to beginning this process.

PART I. Complete the following steps in Sage 50 (PeachTree):

  1. Select the company to be imported into CWU.
  2. Go to File > Select Import/Export...
  3. Select to export one of the following. These lists can be exported one at a time. You may create all four export files for a single client before converting them to CWU or create and convert one file at a time:
    • Accounts Receivable - Customer List
    • Accounts Payable - Vendor List
    • Payroll - Employee List
    • General Ledger - Chart of Accounts List
  4. Click Export.
  5. Select the Options tab.
  6. To specify the location to create the export file, select the arrow in the Import/Export File section. Save the export files in d:\CWU20YY\PT CONVERSION FILES (substitute the correct drive letter for the drive where Client Write-Up is installed if not "d"). Use the default .CSV file name.
  7. Click Open.
  8. Under Export Options, select Include Headings.
  9. Click OK.

Note: To create the next export file, begin with step 3.

PART II. Complete the following steps in Client Write-Up:

  1. Go to File > Import QuickBooks® or PeachTree® Files. The QuickBooks® or Sage 50® (PeachTree®) File Conversion screen is displayed.
  2. Select Convert PeachTree.
  3. Enter information in the following fields:
    • Client Code - Enter a client code. If the client code exists in Client Write-Up, you can only convert information that does not exist in CWU. For instance, if there is an employee in CWU for the client code entered, the Convert Employees option is not available.
      • If a client code is entered that does not already exist in CWU, you will be prompted to enter information about the client. A Client Code must be a unique code not currently used in CWU. Client codes are up to eight alpha/numeric characters (0 - 9, A - Z, and a - z) including underscores ( _ ).
    • Select to convert Employee, Customer, Chart of Accounts, or Vendor information or Select All Conversions to import all four. Information can only be converted once. Selections previously converted are unavailable for conversion.
    • Bus. Type - From the drop list, select the same business type that was used in Sage 50 (PeachTree): sole proprietor (1040), partnership (1065), corporation (1120), or an S-corporation (1120S).
    • Deposit Frequency - Used to determine whether a Schedule B is required to be filed with Form 941. Select Semi-Weekly to produce a Schedule B with Form 941. Select Monthly to fill in Line 17 of both Form 941 and 941SS.
    • Start of Year Date - Set this date to the first day of the client's business year. For example, if the client's fiscal year begins April 1, the start-of-year date is 04/01/20YY. Fiscal or calendar years are allowed.
  4. Click Save. The conversion process begins.

PART III. Verify the information and complete the setup in CWU:

  1. Go to Setup > Client Information. Verify the information and complete the client setup.
    • See Client Setup in the CWU User's Manual for more detail.
  2. Go to Bookkeeping > Chart of Accounts and verify that each account, its account type, and account balance is correct.
    • See Bookkeeping > Adding Accounts to a Chart of Accounts > Editing an Account in the CWU User's Manual for detail on editing account information.
  3. The Chart of Accounts must have a zero balance before it can be saved.
  4. Go to Employees > Employee Setup. Verify the information and complete the setup of each employee.
    • See Employee Payroll > Setting Up Employee Payroll in the CWU User's Manual for more detail.
  5. Go to Payables > Vendor Setup if using CWU’s Accounts Payable feature. Verify the information and complete the setup of each vendor.
    • See Employee Payroll > Setting Up Employee Payroll in the CWU User's Manual for more detail.
  6. Go to Receivables > Customer Setup if using CWU’s Accounts Receivable feature. Verify the information and complete the setup of each customer.
    • See Accounts Receivable > Customer Setup in the CWU User's Manual for more detail.

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