Video Tutorial
Follow this link our brief video tutorial - highly recommended

 

 

Overview

As mentioned earlier, all the fields needed to create a transaction may not be available in the accounting system.

 

Profile-based importing is excellent for off-the-shelf accounting packages such as Peachtree and any other system which does not have the ability to store account and routing information.
 
First - You would create profiles for each of your Customers, Employees and Vendors (yes, you can import profiles).
 
Then - Simply export from your accounting package transactional information.  It can be as simple as an amount field and either a Name or ID number of the related profile.