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.noteWe recommend that you don’t close the year before converting data; the conversion includes employee pay items and earnings for the current year only. Closing the year would cause pay items and transaction amounts to be zero and would stop any of the closed year’s transactions from converting.
- TheLast EntriesandLast Postingsdates listed in the Company Information Main tab for General Ledger and/or Payroll must be month-end dates.
- From the top menu, run the command before creating import files.
