CHAPTER TWO

Creating a Company Using Peachtree

Accounting
 Introduction
Peachtree Accounting is one of the many types of
off-the-shelve accounting software used in
common.
It enables:
- To journalize transactions;
- To post transactions;
- To produce common accounting reports and
financial statements;
- To set budgets and analyze actual
accomplishments or variances.
 How to begin Peachtree accounting?
If Peachtree accounting is already installed into the
computer, it may be opened in two ways:
(i) Using Peachtree Accounting shortcut key.

Double-clicking into this short-cut icon would open

Peachtree accounting program.
ii) Peachtree accounting program may also be opened
from the task bar (depending where the program is
exactly located):
StartPrograms Peachtree Accounting.
 Getting Started for Peachtree Accounting
System
Peachtree accounting may be used in two cases:
To start an accounting system for newly
established firm; or
In case of converting a manual accounting
system to computerized one
 Creating a new Company
What Are My Company Setup Options?
o Peachtree walks you through the process of
creating a new company.
o This makes it easier to get your new company
started.
o You need only enter a minimum of information
to initially set up your company.
o This information includes company information,
the chart of accounts, your accounting method,
your posting method, and your accounting
period structure.
 Setting Up Your Company
Using the Create a New Company Wizard
o Setting up your company is easy with the Create a
New Company wizard.
o This wizard walks you through creating a new
company and prompts you for each piece of
information you enter;
o you need to enter all information the wizard asks for.
o However, depending on how you complete the
information, you won’t see all of the windows
mentioned below
 Setting Up Your Company
At a minimum, Create a New Company asks you to supply
the following information
 Moving Around in Create a New Company
oIt’s simple. The buttons at the bottom of each window let
you go back, move forward, or cancel the setup process.
oThe Help button gives you immediate assistance for the
current setup window.
 Setting Up Your Company

o You can run Create a New Company in two

different situations:
❖ When you set up your first company in Peachtree
❖ When you set up an additional new company in
Peachtree after working in another company on
the system.
o You can start Create a New Company from either
the startup window or the Peachtree File menu:
o From the Peachtree Startup window, select Create
a new company.
o The Create a New Company - Introduction window
appears. OR
 Setting Up Your Company
1. From the File menu, select New Company. If you’re
working in an existing company in Peachtree First
Accounting or Peachtree Pro Accounting, a warning
message tells you that opening a new company will close
the current company.
o If you’re working in an existing company in Peachtree
Complete Accounting or Peachtree Premium Accounting,
you will be asked if you want to keep the current company
open.
2. Click OK or Yes or No depending on which message
you received.
o If you want more information: In the Help index, look
up “Create a New Company wizard, overview.”
o Look up “Create a New Company wizard, Introduction.”
 Setting Up Your Company
oThe Create a New Company - Introduction window appears.
o It lists the areas you’ll be setting up.
oWhen you’re done working in any window, click Next to go
on Company Information Window
oThe next window lets you enter general information about
your company.
 Setting Up Your Company
1. Enter the company name, address, phone, and fax
information.
2. From the list in the Business Type field, select your
business type.
o The business type defines the kind of business you run and
determines the makeup of the Equity section of your chart of
accounts.
o You can change the business type at any time. You can choose
from the following:
❖ Corporation
❖ S Corporation
 Partnership
❖ Sole Proprietorship
❖ Limited Liability Company
 Setting Up Your Company
3. Enter your Federal, State Employer ID, and State
Unemployment ID.
4. Enter your company’s Web site and e-mail address, if
applicable.
Select a Method to Create your Company
o Chart of Accounts: Your company’s chart of
accounts is a complete list of all account names used
in the General Ledger.
o Each account is associated with an account ID to help
locate it when recording data.
o Accounts are used to classify transactions for reporting
purposes.
 Select a Method to Create your Company

o On this window you will select a method for

creating your company. This includes:
 selecting a sample business type,
 copying information from another
Peachtree company, converting from
another application,
 building your own company from
scratch (particularly your chart of
accounts), and
 creating a consolidated company
(Peachtree Premium Accounting only).
Select a Method to Create your
Company
Select a Method to Create your Company
o Essentially, you are choosing a general ledger chart of
accounts.
o Each account you set up in your chart of accounts
contains an identifier (known as an account ID); a
description for each account; and a type code.
o As you add accounts, Peachtree recommends you
number accounts in a way similar to that for other
accounts of the same account type.
o This helps you locate accounts more easily.
o Even if you choose to create a brand new account
structure, Peachtree still recommends that you identify
accounts within a given account type in a similar way.
 Select a Method to Create your Company
o If you want more information:
 In the Help index, look up “business type.”
 Look up “chart of accounts.”
o If you choose to use a sample business type, the
next window will let you choose one of the sample
types for your company.
o Depending on the version of Peachtree that you’re
using, it will have different options, but at the least
it will let you choose whether you want to use a
simplified or more complicated chart of accounts.
Select a Method to Create your
Company
 Simplified Types
o If you’re setting up a retail, service, construction, manufacturing,
or distribution company, you have the option to set up your
company using a simplified chart of accounts.
o The simplified chart of accounts contains the basic
accounts you need to get started.
Detailed Types
o If you’re setting up another type of company, or if you
want to use a more extensive chart of accounts, you can
select from other sample standardized charts of accounts.
o These samples are either customized for a specific business
type, such as a drug store, or are more broad for a general
company type, such as a sales & service company .
 Copy Settings from an Existing Peachtree
Accounting Company
o If you choose to use an existing Peachtree company as the
basis for your new company’s chart of accounts, a second
window will appear, letting you select the specific Peachtree
company you want to use.
o Once you do, you’ll see a third window that lets you select
exactly those elements you want to copy from the existing
company.
o Later, you can modify these elements to suit your new
company.
Convert a Company
o If you choose to convert a company, you will not make any
other Chart of Accounts selections.
o You will go directly to the window where you choose your
accounting method.
 Build Your Own
o If you choose to build your own company from the ground up,
you won’t see any more Chart of Accounts windows unless
you’re working in Peachtree Premium Accounting.
o Then you’ll see a window that lets you decide if you
o want to divide your account IDs into segments.
o You have the ability to create and define up to five segments
for your account ID.
o The account descriptions you enter will be used throughout
the program, and you’ll be able to filter reports and financial
statements based on a particular segment simply by selecting
the appropriate segment from a drop-down list.
o Segments are useful if you departmentalize your chart of
accounts or use any other parts of your account ID to define
different parts of your company.
 Build Your Own cont…
o If you want more information:
In the Help index, look up “Create a New Company
wizard, business type.”
Look up “Create a New Company wizard, chart of
accounts, copy existing.”
Look up “Create a New Company wizard, account
segments.”
Consolidate Existing Peachtree Accounting Companies
o If you’re working in Peachtree Premium Accounting, you can
consolidate companies.
o A consolidated company is one that combines the charts of
accounts of a number of existing Peachtree companies to create
a new consolidated chart of accounts.
o The new consolidated company created in this way will let you
see consolidated financial statements for a number of subsidiary
companies operating under an umbrella organization.
Consolidate Existing Peachtree Accounting Companies
 Accounting Method Window

o Sage 50 Accounting provides two accounting methods. Accrual

or Cash from which to choose.
o The cash method records income when cash is received and
expenses when they are paid.
o The accrual method records income (not cash) when it is
o earned and expenses when they are incurred.
o In other words, an expense is recorded when the vendor bills
you, not necessarily when you pay them.
o Typically, if you offer credit to your customers or sell inventory,
you should pick Accrual.
o If you are unsure which accounting method your company
should use, consult your accountant before selecting an
accounting method, as this cannot be changed after the
company is established in Sage 50 Accounting.
 Accounting Method Window

WARNING: You cannot change Accounting Methods

once the New Company Setup is complete.
 Ensure that the correct accounting method is selected
before continuing.
 Posting Method Window

oSage 50 Accounting can use one of three posting methods, Real Time
Batch and SmartPosting.
A) Real-time – When you use real-time posting, transactions update the
journals and General Ledger when they are saved.
o This means that your reports always reflect your current financial
standing.
o For this reason, Sage 50 recommends using real-time posting (unless
you are using Quantum, in which case Smart Posting is recommended).
B) Batch Posting – With batch posting, transactions are saved to
Journals, and later posted to the General Ledger in a group.
o In addition, you can print registers and review a batch of transactions
before posting them to the General Ledger.
o To post transactions to the General Ledger, select Tasks, System,
and Post.
o You can select to post an individual journal or all journals
simultaneously.
 Posting Method Window
C)SmartPosting – With SmartPosting, transactions are saved and then posted
in the background by a service.
This provides better performance in a larger multi-user environment.
QUANTUM: SmartPosting is available only in Sage 50 Quantum Accounting.
TIP: The posting method can be changed at any time by selecting the Edit
Company Information Now option in the System navigation center.
 Accounting selecting Method
oYour company’s fiscal year is divided into accounting periods.
oYou can choose to use:
 12 monthly accounting periods per year, or
 Accounting periods that do not match the calendar months.
oMost companies typically use 12 accounting periods.
o Your accounting period setup should reflect the beginning of your fiscal
year, even if you start entering transactions in the middle of the year.
o Examples of two common situations are below:
i) The fiscal year matches the calendar year, going from January
through December.
o The accounting periods should be set up so that January is period 1,
even though transactions will be entered in Sage 50 Accounting starting
in June, which is period six.
ii) The fiscal year starts in July and ends in June.
o The accounting periods should be set up so that July is the first period,
even though transactions will be entered in Sage 50 starting in
December, which is period six.
 Accounting selecting Method
oIf you chose the option 12 monthly accounting periods, you next
specify when you want your fiscal year to begin.
o WARNING: You cannot change the setup of Accounting
Periods once New Company Setup is complete.
o Ensure that the correct accounting periods are selected before
continuing.
o If you chose Accounting periods that does not match the calendar
months, the following questions appear on the Custom Fiscal Year
window:
i) How many accounting periods do you want in a fiscal year?
ii) What is the start date of your first fiscal year? Enter the
month and year of your first fiscal year.
 If the accounting periods shown in the list to the right still do not
match your fiscal year setup, you can change each From and To date
as needed. TIP: After the company is created, you can change
the current period at any time by selecting Tasks, System,
and Change Accounting Period from the menu bar.
Accounting Periods
 Accounting Periods
Accounting Periods That Do Not Match the Calendar Months
oIf you choose to have some other accounting-period
arrangement, you’ll see the Custom Fiscal Year window.
 Accounting Periods cont…
1. Tell Peachtree how many accounting periods you want in the fiscal
year.
2. Use the Calendar button to choose the start date of your first
fiscal year in Peachtree.
3. Modify the dates of the fiscal periods, if necessary.
o When you complete Create a New Company, your system date for
Peachtree will be the date of your computer.
o When you are ready to begin entering data, you will need to change
the accounting period.
o Once you finish New Company Setup, you won’t be able to
o change your accounting periods.
o Make sure you have these set correctly before you select the Finish
button.
If you want more information:
 In the Help index, look up “Create a New Company wizard,
fiscal year, monthly.”
 Finish Window

o Congratulations! When you see this window, you’re done.

o Just click the Finish button, and Peachtree will create your
new company.
o Of course, if you want to make any changes beforehand, you
can always click the Back button to return to the appropriate
Create a New Company wizard window.
Completing the Setup Process
o Once you’ve gone through the Create a New Company Wizard,
you’re ready to set up the remainder of your company and start
using Peachtree.
o I recommend that you follow the order laid out in this material
for setting up your company, beginning with your chart of
accounts.
o Generally, you should set up defaults for a section of your
company before you enter records.
 Completing the Setup Process cont…

o Ideally, you would enter all your records and their

beginning balances prior to entering transactions but
this is not practical, so Peachtree provides the Fast
Add feature that helps you enter customer records at
the same time as you enter transactions.
o It’s important to remember, though, that your
statements and reports will not be complete or
accurate until you have entered all records that have
balances as of when you start using Peachtree.
o To make it easier for you to complete the setup of
your company, Peachtree provides a Setup Guide that
you can use.
Completing the Setup Process cont…
 Setup Guide
o The Setup Guide opens when you finish Create a New
Company.
o You can re-open it at any time by selecting the Company
option on the Navigation Bar, and then clicking the Setup
Guide button under Company Tasks. Or
o you can re-open it by simply selecting File, then Setup
Guide.
o This guide is designed to walk you through the process
of completing new company setup.
o Because the Setup Guide assists you in entering all the
information you need to set up your company, and in an
orderly fashion, it can be a very useful feature.
o Note that in Peachtree First Accounting, you won’t see
the Jobs link shown below.
Setup Guide
Setup Guide
 Back up company data
oAn important procedure when using any computer software
package is to back up your data on a regular basis.
oThis topic shows you how to back up your company data files
just in case you ever need to recover your work.
Helpful Hint!
It is good practice to back up your data files on a regular basis
so that you do not accidentally lose your work in case disaster
strikes unexpectedly.
 While you are able to back up your data files to the same
computer where you store your main data file, there is still a risk
that you could lose all of your work if anything should happen to
that computer.
Instead, it is highly recommended that you back up your files to
an external storage device such as a USB flash drive to help
minimize the risk of losing all of your data.
 How to back up company?
o To back up your company data files, open up the Company
Navigation Center.
o Under the Data Maintenance heading, click Back up.

o Alternatively, from the Menu Bar you can select File then

choose Back Up from the list of options provided.
o Both methods will open the Back Up Company window as
shown below.
 How to back up company?

Review the options presented and click Back Up.

This opens a window where you can select the location where you wish
to save your backup file.
The following illustration shows the backup file saved to an external USB
flash drive.
However, you can save to your computer's hard disk by changing the
Save in location.
 How to back up company?

When selecting a file name, we suggest you use the name of the
company for which you are creating a backup, as well as something
descriptive to help you identify which backup file to use if you ever
need to restore your data file.
 This is particularly useful if you are going to keep more than one
backup file for the same company.
 In the prior illustration, we have used the name of the company
(Bellwether Garden Supply) followed by numbers representing the
date (year, month, day) to identify when the backup file was saved.
 How to back up company?
oOnce you have selected the correct location to save the file
and typed in an appropriate file name, Click the Save button.
o Peachtree then displays a message advising you of the space
required to save the backup file.
oThis message differs slightly according to whether you are
saving your backup file to an external storage device such as a
USB flash drive, or whether you are saving the backup file to
the hard drive on your computer.
Are you saving to external storage device such as a USB flash drive?
o If you are saving to an external storage device, you may be
amused to see the following message:
 How to back up company?
o Clicking OK then displays another message:

You do not need to insert any disks, because your USB

flash drive must have already been inserted for you to be
able to select it as the location to save the backup file.
So all you need to do is click OK.
Peachtree then starts the backup process, displaying a
progress bar as the backup file is created.
Once this progress bar disappears your backup file has
been created!
 How to back up company?
Are you saving to your hard drive?
oIf you are saving your backup file to your hard drive,
Peachtree will advise you how much space the backup file
requires on your hard drive.

Clicking OK then starts the backup process, displaying a

progress bar as the backup file is created.
Once this progress bar disappears your backup file has been
created!
 Helpful Hint!

oIf you are completing the Peachtree Practice Set, we recommend that

you back up your data file after completing each section.
oWe also recommend keeping each backup file that you make until you
have completed and submitted your assignment.
o Keeping all of these backup files as you go means that if you discover
an error later on in the practice set, you can restore the data file back to
the beginning of the appropriate section where the error first occurred,
rather than having to start from the beginning all over again.
oWhen naming your backup files, rather than use the company name
followed by the date as described above, you may find it more useful to
replace the date with the name of the section of the practice set you are
up to.
oThis will make it easier to select the section that you wish to restore
should you ever need to do so.
oRemember, you should back up your data file only after you have put
yourself back-on-track and you are certain that there are no mistakes in
your data file.
Otherwise you risk making further errors in your practice set.
 Restore your company data files
oThis topic shows you the process of how to restore your
company data files from a backup.
oTo restore your company data files, open up the Company
Navigation Center.
oUnder Data Maintenance, click Restore as follows

Alternatively from the Menu Bar you can select File then choose Restore from
the drop down list provided.
 Both methods open the Restore Wizard, which takes you through the process of
restoring your company data files from a backup.
The first step is to select the location of the backup file you wish to restore.
Click the Browse button and select the location of the file.
Once you have double checked that you have selected the correct file, click
Next.
 Restore your company data files

oThe next step is to select the company whose files you wish to restore.
oAgain, double check the details are correct before clicking Next.
 Restore your company data files
oThe Restore Options window then appears where you select
the type of files to restore and then click Next.

Finally, a confirmation screen appears for you to double

check the backup file you wish to restore and the company
file you wish to replace.
Ensure you check both files carefully, because once you
have replaced the company file with the backup file you are
unable to reverse the process of you make a mistake. So take
 Restore your company data files
oOnce you have checked each file is correct, click Finish.

o Peachtree then displays a progress bar (or two!) while the

company data files are being restored from the backup files.
o Once the process is complete, Peachtree opens up the
company file you just restored, ready for you to start work.
 Peachtree main window
Welcome to the Peachtree main window!
No matter which way you opened the data file for Bellwether
Garden Supply, you will now be presented with the Peachtree
main window.
The screenshot below shows an example of the Peachtree main
window.
Notice that reference numbers are written next to several parts of
the window.
These are explained in the table that follows
 File menu
S/N SUB MENUS OF THE FILE FUNCTIONS
MENU
1 OPEN COMPANY Enables the creation of a new company
2 OPEN PREVIOUS COMPANY Enables you choose a company from the list of
companies opened
3 NEW COMPANY Also enables creation of new company
4 CLOSE COMPANY Enables the closure of an opened company
5 SET UP GUIDE A step by step assistance in entering the information
needed to set up your company
6 PRINT PREVIEW Enables the preview of what is to be printed
7 PRINT Enables you to have a hard copy of reports and forms
8 CREATE PDF Enables you create a “pdf” documents
9 USER LOG IN MANAGER Manages the users of Peachtree software in an
organization.
10 BACK UP Enables you to back up your work in case of system
crash.
11 RESTORE Enable you restore peach tree files in your system
 File menu
S/ SUB MENUS OF THE FILE FUNCTTIONS
N MENU
12 AUTOMATIC BACK UP Sets up automatic back up settings to enable
automatic backing up of your files.
13 ONLINE BACK UP/RESTORE This is a Peach tree online service for backing up and
restoring lost file, it goes with a prescribed fees.
14 SELECT IMPORT/EXPORT Enables you import or export file into or from the
Peach tree
15 SYNC WITH OUTLOOK Enables you synchronize with Outlook for the purpose
of emailing reports through the Outlook
16 ARCHIVE COMPANY Enables you to create separate copy of your company
in a read-only state.  You can only view or print
reports in archived company but cannot edit, delete or
add new transaction
17 OPEN ARCHIVE COMPANY Enables you open an archived company
18 RESTORE ARCHIVE COMPANY Enables you restore archive company
19 DATA VERIFICATION Helps to test the company data files for errors and
make repairs if possible and also the ability of the
workstation to properly read and write data files
20 PAYROLL FORMULAS Sets up formula for payroll deductions like tax. You
S/ N
THE
SUB MENU OF THE EDIT MENU
EDIT MENU
1 FIND TRANSACTION
LISTS MENU
S/ SUB MENU OF THE LIST MENU
N
1 CUSTOMER & SALES
2 VENDORS & PURCHASES
3 EMPLOYEE AND PAYROLL
4 CHART OF ACCOUNTS
5 GENERAL JOURNAL ENTRIES
6 NVENTORY AND SERVICES
7 JOB
8 TIME AND EXPENSES
FUNCTIONS
Enables you look up for transactions posted in
the Peachtree
FUNCTIONS
Enables you view  the lists of customers and sales related
transactions for example, list of customers or their invoices
Enables you view the lists of vendors and purchases related
transactions for example list of vendors.
Enables view the list of employees and the payments made to
them
Enables you view the list of the charts of accounts you have for
your company
Enables you view the list of journal entries posted
Enables you view the list of inventories and services
Enables you view the list of jobs created
Enables you view list of expenses and time tickets
 The Maintain Menu
S/N SUB MENU OF THE FUNCTIONS
MAINTAIN MENU

1 CUSTOMER & PROSPECT Enables  you create a new customer or prospect

2 VENDOR Enables you create a new vendor

3 EMPLOYEES/SALES REP Enables you create a new employee  or sales rep. data

4 PAYROLL Enables you create payroll data

5 CHART OF ACCOUNT Enables you create a new chart of account

6 BUDGETS Enables you to create a budget

7 INVENTORY ITEMS Enables you create information about  inventory or stock items

8 ITEM PRICES Enables you create different selling price levels for your item

9 JOB COST Enables you create information about jobs

10 FIXED ASSET Enables you create fixed assets using the Peachtree fixed assets
services
11 COMPANY INFORMATION Enables you to edit and update your company information

12 MEMORISED TRANSACTIONS Enables you to quickly access information that you constantly open

13 DEFAULT INFORMATION Enables you view or make changes on the default information of
vendors, customers, employees, general ledger etc.
14 SALES TAXES Enables you set up how sales taxes are to be calculated
15 USERS Enables you create access for different users
 The task Menu
S/N SUB MENUS OF THE TASK FUNCTIONS
MENU
1 OUOTES/SALES Enables you prepare quotes, sales order or proposals
ORDER/PROPOSALS
2 SALES/INVOICING Enables you prepare sales invoices
3 SHIPMENTS Enables you use Peachtree shipment options to track and deliver your
goods being imported.
4 RECEIPTS Enables you post payments received from customers

5 FINANCE CHARGE
6 SELECT FOR DEPOSIT
7 CREDIT MEMOS
8 SELECT FOR PURCHASE
ORDERS
9 PURCHASE ORDER
Enables you select customer or customers that you want to calculate
finance charge  for
Enables you bring together more  than one customer receipts for bank
deposit
Enables you prepare credit note to be sent to your customers
Enables you to select from the list of inventory items available to
prepare purchase order
Enables you prepare purchase order

10 PURCHASES/RECEIVE Enables you post purchases invoice or  stock item

INVENTORY
11 BILLS Enables you enter or pay bills
12 SELECT FOR PAYMENT Enables you select invoices upon which payments is to be made

13 PAYMENTS Used to post expenses

14 TRANSMIT ELECTRONIC Enables online payments to be done

PAYMENT
 The Maintain Menu
S/N SUB MENUS OF THE TASK FUNCTIONS
MENU
15 VENDOR CREDIT MEMO Enables you prepare debit note

16 ACCOUNT REGISTER Enables you enter payments to vendors and receipts from customer
in a format that is easy to read.
17 TIME/EXPENSES Enables you enter time or expenses tickets transactions

18 SELECT FOR PAYROLL Enables you select employees for payroll payment

19 PAYROLL ENTRY Enables you post payroll transactions

20 GENERAL JOURNAL ENTRY Enables you post transactions with journal

21 INVENTORY ADJUSTMENTS Enables you make adjustments to stock items already posted

22 ASSEMBLIES Enables you bring together the components of different stock items
to make a whole item, you can also remove from the components.
23 ACCOUNT RECONCILIATION Enables you carry out bank reconciliation

24 VOID CHECK Enables you make a cheque invalid or cancel a cheque

25 WRITE LETTERS Enables you write letter to your vendors, employees and customers
with guide from the sample letters in the Peachtree
26 ACTION ITEMS Enables you select alert for payments due, accounts payables and
accounts receivables
27 SYSTEM Enables you run end of year wizard and also change accounting
period
 The ANALYSIS MENU
S/ SUB MENUS OF THE FUNCTIONS
N ANALYSIS MENU
1 CASH FLOW MANAGER Enables you to know what cash you have, what you
want to spend and the balance. It analysis your
inflow and outflow of cash
2 CASH FLOW MANAGER Enables you to know what cash you have, what you
want to spend and the balance. It analysis your
inflow and outflow of cash
3 COLLECTION MANAGER Shows customers outstanding bills with their aging
reports
4 PAYMENT MANAGER Shows vendors outstanding bills with their aging
reports
5 FINANCIAL MANAGER Provides summary of profitability, efficiency and
resource management
  THE REPORTS & FORMS MENU

S/N SUB MENUS OF THE REPORTS & FUNCTIONS

FORMS MENU
1 ORMS Enables you different documents like purchase order
etc.
2 ACCOUNTS RECEIVABLE Provides reports on accounts receivables
3 ACCOUNTS PAYABLE Provides reports on accounts payables
4 PAYROLL Provides reports on employees payroll
5 GENERAL LEDGER Provides reports on the general ledgers

6 INANCIAL STATEMENTS Provides reports on Profit and Loss Accounts, Balance

Sheet and Cash Flow statements
7 NVENTORY Provides reports relating to stocks
8 OBS Provides reports relating to jobs

9 ACCOUNTS RECONCILIATION Provides account reconciliation reports

10 TIME/EXPENSE Provides reports on time and expenses tickets

11 COMPANY Provides audit trail and find transactions reports

12 CRYSTAL REPORTS Provides you with advance reporting options

13 INTERNAL ACCOUNTING REVIEW Helps to do internal checking to identify common

transactions mistakes or transactions or conditions that
may not have complied with the Generally Accepted
Accounting Principles.
14 DAILY REGISTER Helps to provide reports of all transactions entered and
saved daily
REPORT GROUPS Helps group reports for easy printing
 THE SERVICE MENU
S/N SUB MENUS OF THE FUNCTIONS
SERVICE MENU
1 Check for update Enables you check for update, for instance updating
your 2012 Peachtree to 2013, it always go with a
payment of subscription
2 MY PEACH TREE Enables you access your peach tree account status
ACCOUNT
3 CREDIT CARD Enables transactions involving credit card as a
PROCESSING means of payment to be executed
4 BILL PAYMENT Payment can be made with ease by the click of this
sub menu with peach tree
5 REMOTE ACCESS Enables the internet access
6 WEBSITE CREATION Enables you access opportunity to create a website
AND STOREFRONT or storefront
7 OBSOLENCE Provides information about what is out-dated in
INFORMATION Peachtree
8 PEACH TREE WEB Enables you carry out dealing with Peachtree online
TRANSACTION
CENTRE
9 PEACH SYN WIZARD Launches the Peachtree synchronization wizard
10 PEACH SYN WIZARD Launches the Peachtree synchronization wizard
 WINDOW MENU
o This menu helps you to manage the active
windows in a peach tree.
o Since only one window can open at a
time, as you have a list of windows
opened it is through this menu that you
can manage or select the window to work
on one at a time.
 HE HELP MENU
S/N SUB MENU OF THE HELP
MENU
1 PEACHTREE ACCOUNTING HELP
2 WHAT IS NEW IN
PEACHTREE
3 SET UP GUIDE
4 USERS MANUAL
5 HOW ME HOW TO
6 USER ASSISTANCE
7 ADVISORY HISTORY
8 CUSTOMER SUPPORT
SERVICES
9 PEACHTREE ON THE WEB
10 PEACHTREE REGISTRATION Enables you carry out the registration of the
FUNCTIONS
Provides help to the usage of the Peachtree
accounting.  It offers tutorials on the usage
of the Peachtree
Enables you learn about improvements on
Peachtree. That is what makes the   latest
version tick.
Enables a step by step setting up of your
company data
Enables you access the manuals on how to
use the Peachtree accounting, crystal report
and conversion from Dac Easy
Provides demo on treatment of certain
accounting transactions in the Peachtree
Enables you control how much assistance
you want as you use Peachtree
Displays messages of advice which Peachtree
relates to you.
Enables you access the Peachtree business
support centre
Enables you access news about Peachtree