QuoteWerks to Peachtree link - Import/Export Version
The original QuoteWerks to Peachtree link was based on the
Peachtree file import/export method. When Sage Software ® released its
2006 version of Peachtree, they included new features that enabled applications like QuoteWerks to integrate much more closely with
Peachtree. We took advantage of this opportunity and created a new
Peachtree integration called the interactive method. This
new interactive method now replaces the older
outdated import method. Effective with the release of the new link (August
31st, 2007), we are discontinuing technical support for the old
import based link.
What versions of Peachtree does the outdated Import/Export link work with?QuoteWerks works with:
(Please note, technical support for the QuoteWerks Peachtree link is only available for the current version of Peachtree.)
What does the Peachtree link cost?Free with the Professional and Corporate Editions of QuoteWerks. The Standard Edition does not include the Peachtree link.
Can I get a demo copy of the Import/Export link?Sorry, No. There is no trial version available for the Peachtree Import/Export link (there is however a demo version for the Interactive link). Any link to an accounting system does require an initial time investment to configure it to your specific environment. With the Peachtree Import/Export link, there are many Peachtree related parameters that we have no control over, and as such we cannot provide technical assistance for a demo of the link. We do however provide technical assistance for the demo of QuoteWerks itself. We recommend that you thoroughly read through this FAQ as it contains much information about the link. Additionally, the QuoteWerks user manual contains a Peachtree link chapter which describes how to setup and use the link in great detail. After installing the demo of QuoteWerks, the complete user manual can be accessed by selecting the QuoteWerks Help|View Manual menu.
If I purchase a multiple-user license of QuoteWerks, do I need to buy multiple copies of the Peachtree link?No. You only need to have the Professional or Corporate Edition of QuoteWerks no matter how many users you have at that site.
How does the link basically work?The Professional and Corporate Editions of QuoteWerks include a Peachtree Link that enables you to convert your QuoteWerks documents to Peachtree accounting software invoices/sales orders, and purchase orders.
The QuoteWerks link to Peachtree was designed with the primary goal of making it easier to get your quoting information into your accounting software. To use Peachtree with QuoteWerks, you will need to configure QuoteWerks to work with your particular Peachtree setup. The setup instructions for the link assume that you are currently using Peachtree and have already configured Peachtree to meet your business needs.
Note: QuoteWerks Support Services does not provide any technical support for the setup of Peachtree accounting software. If you have just purchased Peachtree recently, it is recommended that you setup Peachtree based on your accounting needs and become familiar with using Peachtree for a couple of months before you start using the QuoteWerks link to Peachtree.
You can use the QuoteWerks Peachtree Link to convert QuoteWerks documents into Peachtree Accounting invoices or sales orders and purchase orders. A corresponding invoice/sales order is created for each QuoteWerks quote. The link also creates a separate purchase order for each vendor included in your QuoteWerks quote. The invoices/sales orders and purchase orders are stored in text files that you then import into Peachtree.
What should I know about the Import/Export link?QuoteWerks can create invoices and purchase orders without Peachtree. The Peachtree link was designed for companies that would like to quote in QuoteWerks, but still create their invoices and Purchase Orders in Peachtree. Using the Peachtree link you will save a great deal of time because you will not have to manually enter invoices in Peachtree. QuoteWerks integrates with Peachtree using two methods: Interactive and import/export. It is important to note however that you will need to spend some time reading the manual, and setting up the link correctly. On average, it will take you around 30 minutes to setup the link.
The import/export link has the following limitations/conditions
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