Global Option

First we will go to the option and select global option. Then following window display.

When we click on, then following window is open:

The first option is accounting in this we select manaual option for the selection of number of places.

.After this we will again select option, that we want.

When we go to “general option, the following window will open.

In which first option is Improve Performance and second is Line Item Entry Display.

In third option Smart Data there is an option of Automatic Field Completion. By this option it we will show all the records such as chart of account

And in the option Color scheme color scheme can be set.

in the Peachtree Partners’ If we select the option in this it will allow partner to run any application in this software.

In this window we will again select our requirement option when we select spelling option following window is open”

This option is related to spelling checks which is relevant for us.

 How to
Maintain Vendor

go to the maintain menu and select "vendor"

a window will open appeared on screen like: 

          

Enter a new vendor ID, Name and complete the necessary vendor information.

When you're finished filling in the window, select the save and save it

General (Maintain Vendors)

To enter basic information about the vendor such as contact information, address, phone and fax numbers, and beginning balances, select the General tab in the Maintain Vendors window.

Purchase Defaults (Maintain Vendors)

\

Purchase Rep

Custom Fields (Maintain Vendors)

In that above information we enter the all information according to our vendor information

History (Maintain Vendors)

and also write the above information

How to save Purchase order

Firstly go to the task bar then select the purchase order as:

Then the following window will appear as:

Give the vendor id which we can make if vendor id is not present. When we click on the vendor id the information of the vendor will appear then give the po no. Then give the quantity which is required and then select the item from the magnifier if item is not given then go to inventory and give the item id and description then save it but now when we fill the requirements the following widow will appear as.

And then save it 

Formation of purchase orders

When company open we go to the tasks icon as show follow

In task icon we select the purchase orders and a file is open as

After that we feed in it the our order that we required

First we form the vendor by maintain procedure and write in it the vender id

After it we write the date on it that we made the order

                                                                                                                    

And also write the good thou date, that we want the good on that date

PO number is very necessary to write it is the purchase order no.

Write the quantity of the goods

And also the item name

Per unit price also the write in it as

How to maintain inventory items

Firstly open the Peachtree and select the maintain icon and go to the inventory item show below

                                                           

When we click on inventory item then this file will be open as

In this file we firstly enter the item id which we create himself who donate the specific good

After it we write the description of the good below the item ID which show above

And then we write the price level of the good which we set according to cost and profit

Which show below

And then we write the all information in this file and also write the cost method

And then write the UPC universal price code of the good which is show on the good

And also write the unit in which we measure the goods in Kg, cm etc

And also write the weight of the good below unit

Qty on hand and qty available write on file and also write the qty sale order and purchase order

And at the end vender ID AND BUYER id write by which we purchase the things

After general information we click on custom fields and write the in formation

And on it we write the substitution, alternative and special note

And after custom fields we click on history

In history we get all the information about the sales of the inventory

HOW TO MAINTAIN CUSTOMER PRSPECTUS

Firstly we enter and open the Peachtree and enter on I con maintain as    

    

When it is open we click on customer prospectus while clicking this window will open as

Then this is open we write the customer data write the customer ID, name and contact of customer.When we write the address we select the address for that customer

And write the all general information which is given to us.

We select the prospectus if customer does not purchase any thing and we want to delete customer we tick on inactive

After it we click on sales default as this information show

Then we write the information of sales default

If GL sales account is not writing then we select it as

After it we click on the payment default and this window open as

And write the above information on it when goods are on credit we write the credit card number and money automatically cutoff

Afterward we click on the custom field and this window will open as

And write the data on it second contact, references, mailing list and multiple sites

After it we click on the history and this information show as

  

Andwrite the last invoice date and amount of the invoice on it and also the last payment date and last payment amount on it

set up a company

Set up a company

Open  Peachtree software to set up the new company the following widow will appear

Click on set up a company. The following widow will appear

Then we click on next then another dialog box will appear

We fill  the requirements in the box that our company name etc then the widow will like as

Then press next the following widow will appear

There are five points in this widow. Which are:

Set up a new retail,sevice ,construction, manufacturing or distribution company, using a simplified  chart of account.

Set up a new company using an extensive chart of account from one of  many sample of companies

Copy from an existing Peachtree accounting company.

Convert a company from another accounting program.

Build your own company.

Then select build your own company and press next then following widow will appear .

There are two options in accounting method “accrual and cash”

From the above widow chose the option of ‘accrual’ then click next then following widow will appear

From the above window there is two option “real time and batch” Then chose ‘real time ‘from option and click next. The following widow will appear.

There are two option in accounting period then click on “12 monthly accounting period”

Then click next selecting accounting period .the following widow will appear.

Then set the information and click next the following window will appear

Then click next the the following window will appear

Then press on finish our company will be set.

Chart of accounts formation procedure:

1) Firstly open the Peachtree by double click

2) Open the file of given as open an existing company

3)  When window open ,right side of the page we click on the maintain

4) In maintain an option of chart of account is given we

Click on it, and this file is open

5) In this window account ID option is given we write the

Account ID in it

6) By pressing the button Tab we go in next option that

Is description we write the description of the account

7) Pressing Tab we go on next option that is account  

Type and we select the account type 

8) To save it we press the Alt and s in one time and our

Account is save

Correction of the error in charts of account if occur then we flow that steps

Correction of error occur when chart of account ID and type does not match

To correct error we go to the look up button in window

      When pressing the look up, we select the an account and change the ID which is wrongly entered 

   

If account type is wrongly written then we also change it by selecting the account type.

Deleting of the account

When we want to delete an account then we go to the option of delete that is given up on right side of the window and click on it

When we click on it tow option are open yes and no

 

How to enter beginning balances in a chart of accounts

To enter balances in accounts firstly we enter on to beginning balances and this open as

   

When this window opens we select the year according to our year of accounting data

After it we click on ok and show as

and then we enter the balances