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Table Of Contents

Introduction
About This Book
What You Can Safely Ignore
Foolish Assumptions
The Flavors of Peachtree
How This Book Is Organized
Part I: Getting Started
Part II: The Daily Drudge
Part III: The Fancy Stuff
Part IV: The Part of Tens
The Peachtree For Dummies Web Site
Icons Used in This Book
Where to Go from Here
Chapter 1
Starting the Program
Choosing opening options
Exploring a sample company
Getting around town
Choosing menu commands
Opening a Company
Opening a Peachtree company from within Peachtree
Opening a recently used Peachtree company
Opening a company from the Peachtree Start Screen
Exploring Peachtree’s Windows
Managing window sizes and placement
Exploring fields and records
Looking up information
Just browsing
Making a date
Using the window toolbar
Getting a Helping Hand
What’s this all about?
For our next demonstration . .
Using the Help Contents
Using the Help Index
Chapter 2
Starting the New Company Setup Wizard
Introducing Your Business to Peachtree
Selecting a Chart of Accounts
Selecting an Accounting Method
Selecting a Posting Method
Selecting Accounting Periods
Understanding the Chart of Accounts
Understanding account types
Numbering accounts
Handling departments or locations
Modifying the Chart of Accounts
Adding new accounts
Editing accounts
Deleting accounts
Identifying the rounding account
Opening balances
The B word — Budgeting
ᮣSetting purchasing preferences
Setting Purchasing Preferences
Establishing default payment terms and accounts
Aging vendor bills
Creating custom fields for vendors
1099 Settings
Setting Sales Preferences
Aging customer invoices
Creating custom fields for customers
Setting up finance charges
Establishing payment methods
Setting Payroll Preferences
Using the Payroll Setup Wizard
Establishing general employee defaults
Setting pay levels
Employee fields and employer fields
Setting Inventory Preferences
Inventory items and ordering defaults
Inventory items and general ledger accounts
Taxes and shipping
Custom fields
Price levels
Setting Preferences for Printing Statements and Invoices
Working with Vendors
Adding vendors
Changing vendor information
Viewing vendor history
“De-activating” a vendor
Working with Purchase Orders
Entering purchase orders
But there’s an easier way . .
Editing and erasing purchase orders
Entering Bills
Purchasing without using a purchase order
Receiving goods against a purchase order
When the bill arrives . . . finally
Shipping Directly to Customers
Entering Credits
Reporting on Purchasing
Paying a Group of Bills
Printing Checks
Paying One Bill at a Time
Editing Payments
Handling Repeat Bills and Payments
Voiding Checks
Paying Sales Tax
Using Reports to Track Money You’ve Paid
Working with Sales Taxes
Yielding to the authorities
Creating sales tax codes
Working with Customers
Adding customers
Where to begin? Beginning balances
Bidding with Quotes
Entering quotes
Converting a quote to a sales order or an invoice
Working with Sales Orders
Generating an Invoice
Invoicing against a sales order
Invoicing against sales
Shipping the UPS Way
Editing a Sales Transaction
Voiding an Invoice
Recurring Invoices
Reviewing Customer Reports
Recording Receipts
Applying receipts to an invoice
Entering receipts from nonestablished customers
Applying receipts at the time of sale
Handling Credit Card Receipts
Laughing All the Way to the Bank
Applying finance charges
Producing Statements
Reporting on Money Your Customers Owe
Understanding Payroll Basics
Employees and sales representatives
When should you start to use payroll?
Working with Employee Information
General employee information
Payroll information
Withholding information
Employee fields
Employer fields
Writing and Printing Payroll Checks
Paying a group of employees
Paying employees individually
Paying commissions, bonuses, or other additions
Creating Time and Expense Items
Entering Time Tickets
Entering Expense Tickets
Paying Employees
Using Tickets to Bill Customers
Tracking Ticket Traffic
ᮣCreating inventory items
Creating Inventory Items
General options
In the Beginning (Balance, That Is) . .
Puttin’ Them Together, Takin’ Them Apart
Creating a bill of materials
Building assemblies
Making Inventory Adjustments
Adjusting Prices
When Does Peachtree Assign a Cost to Items?
Reporting on Your Inventory
Understanding Job Costing
Creating custom fields for jobs
Reviewing job examples
Coding Costs
Establishing Phases
Creating Jobs and Estimates
Assigning Jobs to Transactions
Purchasing
Invoicing customers
Adding Overhead to a Job
Reporting on the Job
Printing Forms
Previewing forms in the document window
Printing from the document window
Printing forms in a batch
E-Mailing Forms
Customizing Forms
Exploring the Form Designer
Moving objects
Deleting objects
Adding data field objects
Adding text objects
Resizing an object
Formatting field properties
Aligning objects
Grouping fields
Saving forms
Previewing Standard Reports
Printing Reports
Finding the Facts
Customizing Reports
Using filters
Adding, deleting, and moving report fields
Changing report’s column width
Keeping in style
Saving a customized report
Mail Merge
Merging one record at a time
Merging multiple records
Excel with Peachtree
Stay in a Group Now
Reviewing Standard General LedgerReports
Using Segments and Masking
Producing Financial Statements
Modifying Financial Statements
Using the Financial Statement Wizard
Creating customized financial statements
Copying Reports and Financial Statements
Understanding the Concept of Balancing
Before You Start Reconciling
Starting Account Reconciliation
Marking Checks and Deposits
When the Account Doesn’t Balance
Items to review
Making adjustments
Printing the Reconciliation Summary
ᮣChanging accounting periods
Changing Accounting Periods
Making General Journal Entries
Accounting Behind the Scenes
Batch Posting
Preparing the Payroll Quarterly Report (941)
Printing W-2s
Printing 1099s
Updating Payroll Tax Tables
Understanding Closing
Payroll
Accounts payable
Inventory
Accounts receivable
Job cost
Account reconciliation
General ledger
Archiving your data
Using the Year-End Wizard
Closing the payroll year
Closing the fiscal year
Purging
When Stuff Doesn’t Purge
Backing Up Your Data
Restoring Information
Securing Your Data from Prying Eyes
Setting up users
Customizing user rights
Removing users
Logging on as a user
Using the Audit Trail Report to Track Actions
Turning on the audit trail
Viewing the Audit Trail report
Handling Customer Prepayments
Employee loans
Garnishments
Health insurance
Union dues
Figuring out what goes in the Formula box
Creating the payroll deduction for union dues
Showing employer contributions on paycheck stubs
Adding a 401(k) plan to an existing company
Multiple state withholdings
Local taxes
Period Changed to ## Due to Unposted Entries There
Not a Valid Date in This Period
The Record You Are Trying to Access Is Currently in Use
No Forms to Print
GL Does Not Foot
Could Not Find the xxx Single (Or Married) Calculation
File System Error 11 or 35
I/O Errors
Peachtree Software
Peachtree For Dummies, 2nd Edition, Extra Information
The (Infernal) Internal Revenue Service
Peachtree Extra
PeachtreeUsers Forum
Small Business Administration
Checks and Forms
Stamps.com
Just for the Fun of It
Our Own Web Sites
Index
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Peachtree For Dummies

Peachtree For Dummies

Ratings: (0)|Views: 1,619|Likes:
Published by Wiley
Software that's full of flavor for your small business!

Manage your books, your business, and your Internet presence with Peachtree

Who knew that accounting software could be so sweet? This updated guide covers the newest release of Peachtree and prepares you to fearlessly take a bite out of accounting. You'll save time and money by using this computerized accounting software, and you'll see how the latest enhancements to Peachtree can make your business even juicier!

The Dummies Way
* Explanations in plain English
* "Get in, get out" information
* Icons and other navigational aids
* Tear-out cheat sheet
* Top ten lists
* A dash of humor and fun


Discover how to:
* Create and track inventory items
* Sell products and services
* Track project costs
* Pay bills and adjust prices
* Generate financial statements and payroll
* Back up your data
Software that's full of flavor for your small business!

Manage your books, your business, and your Internet presence with Peachtree

Who knew that accounting software could be so sweet? This updated guide covers the newest release of Peachtree and prepares you to fearlessly take a bite out of accounting. You'll save time and money by using this computerized accounting software, and you'll see how the latest enhancements to Peachtree can make your business even juicier!

The Dummies Way
* Explanations in plain English
* "Get in, get out" information
* Icons and other navigational aids
* Tear-out cheat sheet
* Top ten lists
* A dash of humor and fun


Discover how to:
* Create and track inventory items
* Sell products and services
* Track project costs
* Pay bills and adjust prices
* Generate financial statements and payroll
* Back up your data

More info:

Publish date: Aug 16, 2004
Added to Scribd: May 14, 2013
Copyright:Traditional Copyright: All rights reservedISBN:9780764577512
List Price: $24.99 Buy Now

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9780764577512

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