Roadmap

Before customer and invoice information can be transferred from Job Manager to Peachtree, both Job Manager and Peachtree must be properly configured.

note: It is assumed that, in your Peachtree system, you have already

1. Set up Accounts Receivable,

2. Set up the appropriate income accounts,

3. Set up the appropriate Sales Tax Authorities and Codes, and

4. Set up the account for customer deposits, if needed.

For information on these three topics, please consult your Peachtree documentation.

To set up the transfer of information from Job Manager to Peachtree, the following nine steps must be performed:

1. Back up your Peachtree and Job Manager databases.
2. Synchronize Peachtree sales tax codes and Job Manager tax structures.
3. In the Company Setup page of Job Manager, enable the Accounting Integration feature.
4. In the Plug-ins page of Job Manager, enable "Peachtree 2003" as the "target accounting system" to which invoices and customers will be transferred.
5. In the Plug-ins page of Job Manager, enable the appropriate export search criteria.
6. Using the Distribution Accounts and Policies Setup page of Job Manager, set up the appropriate accounts in a Peachtree-compatible format.
7. In the Terms page of Job Manager, set up the existing Job Manager terms so that the "parameters" of each term match the term configuration parameters for Peachtree.
8. OPTIONAL: Enable and configure the invoice distribution policies that will be made available to Job Manager users for automatic invoice distribution.
9. In the Assignment section of the Employees, Groups & Privileges administration page of Job Manager, allow the appropriate user groups to use the Accounting Integration feature by assigning those groups the appropriate access privileges for the Invoice Distribution and Accounting Export windows.