General Consultant Discussion

 View Only
  • 1.  Looking for a Peachtree resource. Specifically fo

    Posted 04-05-2012 12:56
    Looking for a Peachtree resource. Specifically for someone hoping to merge GL accounts and combine historical postings, similar to MAS 90 utility. It's not for a client, but rather from someone I know through a CPA networking group I belong to. I'm guessing this falls into the 'not much of any billing type of opportunity' opportunity. Most likely simply a chance to spread good karma, even if its to tell the guy it can't be done.


  • 2.  RE: Looking for a Peachtree resource. Specifically fo

    Posted 04-05-2012 14:29
    The feature to combine and consolidate transaction detail between two GL Accounts does not exist in Peachtree, as it does in QB. You will need to create a General Journal Entry to transfer the current account balance and then mark one of the two GL Accounts as Inactive. You can further open OPTIONS - GLOBAL and click off the line option ""HIDE INACTIVE"" Accounts.


  • 3.  RE: Looking for a Peachtree resource. Specifically fo

    Posted 04-05-2012 14:31
    I understand that http://www.mypeachtreedata.com/ offers this as a 3rd party service, but their enhancements page appears to be down.


  • 4.  RE: Looking for a Peachtree resource. Specifically fo

    Posted 04-05-2012 14:42
    Thank you @DawnAnastasi !