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Peachtree Summary Export

Updated

IMPORTANT! This functionality is only available in GZ2601

 

GrowthZone provides the abilty to data and import it into Peachtree automatically. This will save the association staff time as they will not need to type data directly into Peachtree.  

The Peachtree file contains the following information (Rows are created by unique combinations of days and GL accounts with any credits or debits):

  • Date (MM/DD/YYYY)

  • Distribution (# of transactions for the account in the row)

  • Account Name (name of the GL account)

  • Account # (GL account # )

  • Amount (sum of all debits and credits for that day and account)

  • Transaction Period (integer of the month number e.g., January = 1, December = 12)

  • Transaction Number (unique identifier for this transaction, common practice seems to be the last date of the export in YYYYMMDD format. e.g., export that includes March 1st 2022 → March 31st 2022 would be 20220331)

 

To perform the export:

  1. Click Billing in the left-hand navigation panel
  2. Click Export Accounting Transactions in the reports list
  3. Filter the list of transactions to the desired date range
  4. Click Export
  5. Choose Peachtree from the Export Type list
  6.