Processing steps required for each client prior to running the conversion program

  • While the conversion process doesn’t change or modify your EasyACCT data, we strongly encourage making a backup of your EasyACCT data before beginning the conversion process.
  • Post current-period general ledger and payroll transactions in the EasyACCT client prior to converting. Transactions are converted only from the General Journal, Sales Journal, and Payroll Journal. Transactions in other journals can be converted by moving them to or re-entering them in 1 of the 3 previously listed journals before beginning the conversion.
  • The
    Last Entries
    and
    Last Postings
    dates listed in the Company Information Main tab for General Ledger and/or Payroll must be month-end dates.
  • From the top menu, run the
    Write-Up
    Data File Utilities
    Data File/Index Repair
    command before creating import files.
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