- Before you can convert a Set of Books in Pastel Version 5.2, you need to install the Plug-ins on the TurboCASH Plug-ins CD.

TurboCASH will read the data on the Pastel Partner Version 5.2 data. The system will automatically convert the data files of Pastel Partner Version 5.2 to this TurboCASH program.

- While we have made every effort to ensure a smooth conversion, there are many combinations of data. Only a careful look at the converted data can ensure that it is correct. Please inform TurboCASH of all errors that you may find.

- User or custom reports, repeating batches and repeating invoices will be lost and need to be set up again.

- Backup all the information that you possibly can in Pastel Partner Version 5.2.

- Please turn your screen saver off. Pressing a key during the process of conversion, may cause the data to become corrupted.

To Convert Pastel 5.2 Data to TurboCASH:

1. Click on the File→Create Set of Books menu option.
   - Keyboard Access: Press the F10 key on your keyboard. Alternatively, you may press the Alt+F+C keys on your keyboard.
   
   The Creation Wizard screen will display the five options to create a Set of Books:
   
   
2. TurboCASH automatically defaults to the Option “Let TurboCASH help you to create a Set of Books?”, as this is the recommended option for most users. Select the option to “Convert from Pastel Partner?” option. If this option is not available, you need to install the Plug-ins from the TurboCASH Plug-ins installation disk.
3. Click on the Next button. The Pastel 5.2 to TurboCASH T3 conversion screen is displayed:
   
   - This screen can also be accessed from the Tools→Plug-ins→Pastel Converter menu option or if you press the Alt+T+P+P keys on your keyboard.
4. Select the Pastel 5.2 Set of Books from the Pastel Directory, if the correct Set of Books is not displayed.
   - To find or locate the Pastel Version 5.2 Set of Books, you may click on the Browse button to Browse for the Pastel Partner Version 5.2 Set of Books on Browse for Folder screen. When you have located and selected the Set of Books, you need to click on the OK button on the Browse for Folder screen to insert the Pastel 5.2 Set of Books directory on this screen.
5. Enter the name of the new Set of Books you wish to convert the Pastel Partner 5.2 data to. This may be the same name as used in your version of Pastel Partner 5.2.
   - The name must not already exist and may not be longer than 15 characters. This name will help you to identify the Set of Books on your system and you will need to select this name, whenever you need to open the Set of Books or perform some other functions on the Set of Books.
6. Click on the Convert button and the data will be converted from Pastel Partner 5.2 into the TurboCASH format. This process will not change your original data, but will merely create a copy in the new directory, which you have specified.
   - The conversion process may take some time. A progress indicator will show how far the conversion process has run. It is not uncommon for the conversion process to take as much as half an hour. It is not advisable to use the computer for other tasks while the conversion process is running.
7. Open your Converted Set of Books. It is recommended that you spend some time checking all your settings and compare some reports, before starting to enter your transactions in your converted Set of Books.

Note the following guidelines:

1. Open Set of Books - Select the name of the Set of Books you have converted.
2. Tools - Data Integrity Check - Running this will uncover any errors in the conversion process and any unnoticed errors which may have occurred in earlier versions of TurboCASH. The sooner the errors are dealt with, the better.
3. Setup - System Parameters
   1. Access Control - All users and security options.
   2. Batch Type - All Batch Types are present.
   3. Company Information - Information and Tax Method and other settings
   4. Documents - Document numbers, Batches and Paper Type. Quotes and Orders are new in TurboCASH T3. If you wish to implement these facilities, you need to set the last document numbers and messages.
   5. Groups - Accounts, Debtors, Creditors, Stock and Documents
   6. Financial Categories - Assets, Capital, Expenses, Income and Liabilities
   7. Reporting Dates - Number of Periods and start of Financial Year
   8. Salesperson - Names of Salespersons
   9. Statements - Paper Type and Statement Message
   10. Stock Information - Units, Selling Prices, Average Cost or Latest Cost, Cost of Sales Account.
4. Reports - Check all reports and match them with your reports obtained from your old system, prior to conversion. Check Trial Balance, Income Statement, Balance Sheet, Creditors, Debtors, Stock, Detailed Transactions, Sales Analysis, etc.
5. Input - Batch Entry - Check all settings. Contra Account / Contra Account per Line / Increment Reference Number / Inclusive mode / Consolidate Balancing / Repeat Details / Allow only Debit or Credit or both amounts entry.
6. Setup - Internet - A number of Internet features have been introduced. More are planned for the future. Available in this release is the ability to e-mail reports and documents directly from TurboCASH.
   - If your computer is already configured to use the Internet, and you are going to use e-mail in TurboCASH, then you need to set up the e-mail part in the Setup→System Parameters→Internet menu option. Web Servers can be ignored for now, but will be made available in later releases. Please watch our web site http://www.turbocash.net for further notice of e-commerce facilities with TurboCASH.

- If you have used Repeating Entries or User Reports in your old Pastel version 5.2 Set of Books, you need to:

• Enter your Repeating Transactions in the Edit→Repeating Transactions menu option.
• Create your User Reports in the Edit→User Reports menu option.

- You may also need to check your setup preferences - backup path, fonts, printer, data parameters and define labels for debtors, creditors and stock items, if you are trading in stock items.

- If you need to print documents (Invoices, Credit Notes, Purchases and Supplier Returns), you may print these documents in this version of TurboCASH if the documents were generated in this version. Any older documents, which were generated in the Pastel version 5.2 program, must be printed from that program.