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Need to move Peachtree transactions to different Accounts IDs?

clock June 19, 2008 05:14 by author michael

We receive allot of requests on how to move transaction from one customer to another.  Many times these transactions are in closed years so Peachtree will not allow you to move them, delete them or do anything with them.

As part of our Data Scrubbing Service you now have the ability to do this.  Just tell us what is the criteria of the transactions you wish to move or delete.  All integrity remains in place, so if there are payments applied to invoices they also will be moved.

You also can move Vendor, General ledger, Jobcost and Inventory transactions.  Actually we can change anything that has an ID. 

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Does your Peachtree Accounting Software lockup or freeze when you click the save button?

clock April 10, 2008 16:51 by author michael

We have heard this from some of our Peachtree Clients when saving Peachtree transactions their system hangs. The problem is caused by one maintenance record being used in thousands of transactions. Let me give you an example:

Lets say, you have a Customer that you invoice for tons of transactions. At some point you will see your system slowing down, and over time it will just stop responding when clicking the save button.

It appears that Peachtree has a problem with this. We assume it is because of the recalculating of balances and such, and at some point it just get lost. It may happen with sales invoices, applying receipts, purchases, cash disbursements or actually any type of transaction.

It may happen with any type of maintenance record item, such as customers, vendors and inventory items. So you ask, what can I do about it? Well there are a couple of work arounds.

  1. Purge your Peachtree Data
  2. Create a new ID for the maintenance record that is giving you trouble and start using that new ID.

Sometime you are just stuck, because the customer may have open transactions that need payments applied and you cannot apply them. At this point you will need to send your Peachtree data to us for our scrubbing service.

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    The opinions expressed herein are my own personal opinions and do not represent my employer's view in anyway.

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