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Converting from PeachTree

We will be converting from Peachtree to Clients & Profits Classic today. Any caveats to be aware of? Any advice on transferring balances? Any words of wisdom will be truly appreciated.

Thanks,

Carolyn Lorence Core Creative

I would follow the directions in the manual exactly. Take no short cuts. Do it on a weekend if you must in order to prevent more time/costs from accruing.

Make one complete move. Otherwise you'll be reconciling balances for months. It is more work up front (weekend...) but well worth it. Good for you in making the move with the new year.

Finally, I would make sure everyone has a working knowledge for their area of use within C&P.

Good luck, and take your time.

Kevin Smyth Paul Evers Design

Be sure to run concurrent books with both Peachtree and Clients & Profits for a couple of months to make sure that you have everything set up right before you depend just on C&P.

Shanny R. Morgenstern, Chief Operating Officer Morningstar Communications Company
http://www.morningstarcomm.com/