QuickBooks / Peachtree Help

This screen is where you can change the default ledger names or default tax names so that it matches up to any accounts that you may have previously setup in your accounting package.

You must have access to Setup/Configuration to change the ledger names or the tax agency names:

Ledger Names - Select Setup > Configuration > Guest Ledger > Account Codes > Special Account Assignments > Ledger Names tab. Here you can rename the ledger names which are used during the export process.

Agency Names - Select Setup > Configuration > Guest Ledger > Account Codes > (Change 105 through 109 on the Tax Information Tab) to change the agency name such as "Florida Department of Revenue"

See Quickbooks help for more information as well as errors which may occur during the import process.

See Peachtree help for more information (MYOB and Peachtree use the same process)