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Cards (25)

  • Peachtree Accounting
    The most complete, powerful and fully integrated accounting system that combines marketing, financial and personnel information to provide necessary tools for efficient control of business operations
  • Peachtree Product Names
    • Peachtree Accounting
    • Peachtree Complete Accounting
    • Peachtree Premium Accounting
    • Peachtree Quantum
  • Peachtree
    • Everything happens within a company
    • You can set up as many companies as you need
    • You can delete a company
  • Installing Peachtree on a Network
    Use this instruction if you are installing Peachtree on a network, using multiple computers
  • Installing Peachtree on a Client/Server Network

    Use these instructions if more than one computer will be networked so that multiple users may access your company data at once
  • Peachtree Registration
    • Ensures timely program updates and upgrade offers, exciting new product information, technical support options and a variety of other benefits
    • You can use the software only a limited number of times before you must register
    • Serial Number: 84197059
    • Registration Number: 518513624
    • Customer ID: 518513624
  • Starting the Peachtree Accounting Program

    1. From the Desktop - Double-click the Peachtree icon
    2. From the Taskbar - Select start on the taskbar and then Programs. Locate and select the Peachtree group folder. Then select the Peachtree icon
    3. From My Computer - Locate and double-click the "My Computer" icon on the Windows desktop. The "My Computer" window appears. Then select the hard drive where you installed Peachtree. (Drive C is the default.) By default, Peachtree is installed in c:/Program Files/Sage software/ Peachtree/peachew.
  • The Start Screen
    Helps you figure out where to go next when you first start Peachtree
  • Options on the Start Screen
    • Open an existing company
    • Set up a new company
    • Take a guided tour of Peachtree
    • Explore a sample company
    • Convert from QuickBooks or One-Write Plus company
  • Peachtree Manuals
    • Contain introductory information that helps you get an overall picture of the topics
    • Available in Portable Document Format (PDF)
    • You must have Adobe ® Reader ® software installed before viewing the PDF versions
  • Peachtree Help

    • Included in Peachtree to display advice or instructions for using the application's features
    • Can be accessed from the Help menu button, or the "F1" function key
  • The Peachtree Window

    • Standard Windows Title bar with Minimize, Restore/Maximize, and Close buttons
  • Peachtree Menus
    • File
    • Edit
    • Lists
    • Maintain
    • Tasks
    • Analysis
    • Options
    • Reports & Forms
    • Services
    • Window
    • Help
  • File Menu
    Used to open an existing company, create a new company, print, print preview, set up the printed page, back up and restore company data, import or export files, edit payroll tax tables, and exit Peachtree
  • Edit Menu
    Used to work with information in records or transactions such as cut, copy, and paste objects from one place to another via the Windows Clipboard. You can check spelling, change record IDs, edit or delete records, select or save memorized transactions, and display Accounting Behind the Screens for a selected transaction. In addition, you can add or remove lines when you are working with transactions. In addition, you can send e-mail to customers, prospects, and vendors as well as visit their Web sites by using the options on this menu.
  • Lists Menu
    Used to identify the list of various data maintained in the system (e.g. Customers, Vendors, etc)
  • Maintain Menu
    Used to enter, view, or edit required information for your company's customers, vendors, employees, sales reps, chart of accounts, inventory items, item prices (if you are using Peachtree Complete or Peachtree Premium), and job cost items. You can also edit company information, set up memorized transactions, enter sales tax codes, users/passwords, and default parameters for how you want your accounting handled.
  • Tasks Menu
    Used to add, modify, and delete transactions in the system. These are the day-to-day jobs that the accounting clerks perform every day. E.g. to enter quotes, sales orders, sales invoices, receipts, purchase orders, purchase invoices, payments, write checks, time and expense tickets, payroll transactions, and General Journal entries. You can also calculate finance charges, select bills to pay, select employees to pay, make inventory adjustments, reconcile bank statements, void checks, enter action items, post and un-post information to the general ledger (balance forward), change the accounting period, close the fiscal and payroll years, and purge inactive items and old transactions.
  • Analysis Menu
    Contains management tools used to for different aspects of your business and will give you quick access to the state of your company right now such as to view customized graphical overviews of the entire company to analyze cash flow, collections of amount due from customers, payments due to vendors, and financial status.
  • Options Menu
    Used to set global preferences for a company and to change the system date. You can turn on (or off) the status bar, Navigation Aid, and Start Screen. You can also set up an Internet connection within Peachtree. Use options to set up how you want smart data entry to work, how you want decimal points inserted in numbers, how you want the list edit box displayed on task menu items, and to set up your modem for making payments by Electronic bill payment.
  • Reports & Forms Menu

    Used to queue a list of forms or reports for printing or viewing. You can also create and edit the format for reports, forms, and financial statements.
  • Services Menu
    Used to access and synchronize with various Peachtree Web resources online and manage or process downloaded Web transactions. You can also view Peachtree Today, set up online credit card authorization, or check for Peachtree product updates.
  • Window Menu
    Used to decide how you want your desktop to look.
  • Help Menu

    In addition to standard help features, this menu includes online assistance that takes you to the Peachtree web site to get program updates and other information. It includes Help, run a tutorial for Peachtree, display data file statistics for the currently open company, and see which version of Peachtree is currently installed. You can see information on ordering checks or invoice forms for printing. You can access and print a technical support request form for relaying any problems, questions, comments, or suggestions you may have concerning Peachtree, as well as access Peachtree information on the Web. Registration information is also accessed through the Help menu.