Professional Documents
Culture Documents
Setting Up a Company
1. Creating a Peachtree Company- FREE
2. Setting Customer Defaults- FREE
3. Setting Vendor Defaults
4. Setting Inventory Defaults
5. The Payroll Setup Wizard
6. Setting Employee Defaults (2009-2012)
7. Setting Employee Defaults (2003-2008)
8. Setting Job Defaults
9. Making a Backup
10. Restoring from a Backup File
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2. Adding Vendors- FREE
3. Adding Beginning Balances for Vendors
4. The Purchase Orders Window
5. Entering a Drop Shipment
6. Select for Purchase Orders
7. The Purchases/Receive Inventory Window
8. The Payments Window
9. The Select For Payment Window
Adding Inventory
1. Adding Inventory
2. Removing Inventory
3. Entering Inventory Beginning Balances
4. Building and Unbuilding Assemblies
5. Making Inventory Adjustments
6. Changing Item Prices
Creating Payroll
1. Adding Employees
2. Adding Employees
3. Adding Employee Beginning Balances
4. Paying a Group of Employees
5. Paying an Employee
6. Creating Payroll Formulas (2003-2008)
7. Creating Payroll Formulas (2009-2012)
8. Elements of Payroll Formulas
Account Management
1. Writing Checks
2. Voiding Checks
3. Reconciling Bank Accounts
4. Changing the Accounting Period
Using Quotes
1. Entering Quotes
2. Converting Quotes
Job Tracking
1. Setting Up a Job
2. Setting Job Defaults
3. Entering Beginning Balances for Jobs
4. Making Purchases for a Job
5. Invoicing for Job Purchases
6. Job Tracking
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3. Memorized Transactions
4. Using the Purge Wizard
5. Using the Year-End Wizard
Reporting
1. The Cash Manager
2. The Collection Manager
3. The Payment Manager
4. The Financial Manager
5. Find on Report
6. Preset Reports
7. Report Groups
8. Modifying Reports
9. Exporting Reports to Excel
10. Importing & Exporting Data
11. Exporting to PDF
12. Modifying Screen Templates
13. Modifying Forms
Action Items
1. Events
2. To-Do Items
3. Alerts
Options
1. Changing Global Options
2. Changing the System Date
Credits
1. Entering Credit Memos
2. Applying Credit Memos
3. Entering Vendor Credit Memos
Help
1. Using the Contents
2. Using the Index
3. Using the Search Feature
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