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There are certain two ways to make sales invoice, either you can make sales invoice from the sales order or by converting quotation into sales invoice, First if you make sales invoice from sales order, click on the “Task” from the menu bar and select the option of “Sales/Invoicing” from drop down menu like below After clicking on sales/invoice the following window will appear.. In that window you can see that, there is only one tab is active that is “Apply to sales”, you have to select the customer ID to whom you want to make sales invoice,as you select the customer Id the first tab “Apply to sales order” will activated as shown below In this window you can see that there is option in front of “Apply to sales order”, in this option you will have to select the number by clicking on down arrow button like below By clicking on that the following screen will appear In this screen you will only have to give the number of units which you want to ship and give the invoice number,that

Setup Of Company First of all we click on icon of Peachtree to run the software after that there will be the following screen As we want to setup a new company we will click on the option of ``setup a new company “the following screen will appear This is an introductory screen, which will guide you about the rest of the process. At that screen you will be click on next icon. Then the following screen will appear At that screen you will be asked about your company’s name, address, country, telephone etc. After completing the information click on next, then the following screen will appear That screen is about chart of accounts. This software gives you several methods for setting up your company. So as we setting up a new company we will choose “build your own company”, and click next, the following screen will appear At that screen you will be asked about your accounting method. We will choose accrual method because mostly this method is used, and click on next. At that scre

After opening the  peachtree   software ,the  following window will appear This is the introductory window of the software, there are multiple options but as we want to maintain chart of accounts we press the option “MAINTAIN”, and select the option of chart of accounts, then the following widow will appear That is the window of maintaining the chart of  accounts ,there  is several  options,first  off all we will enter the account  Id,description  and most  importantantly we choose the right  Account type.. after  completing these three things you have to save this by clicking on “save” button or by pressing “ Alt+s ” key.. when  you press  “save”  button,the  cursor automatically moves on the option of “Account  iD ”,it is also an indication that your entry is saved. After maintaining the complete chart of  accounts ,now  you can check your chart of accounts by clicking on search button which is placed right  infront  of account Id.. by  clicking on that button the following list o

First of all when you open Peachtree software, by clicking o setup a new company, after that entering the company’s name, address, country name, telephone etc.…click on next. There is window, which will ask you about your chart of accounts. As we are setting up s new company we will select build your own company option, then select your accounting method, which is usually accrual basis. After that select your posting method. We are choosing the real method because we want transactions to be posted to ledger as they are entered and saved. After that we will choose our accounting period which is mostly 12 months, we are also choosing the option of 12 month accounting period. Then in the next screen you will be asked about monthly accounting period, which is the most important thing and you have to select the right months and year for it, otherwise your report will be ruined. There are three things, which you will be asked; 1) When do you want your first fiscal year start? 2) What is

After opening peachtree software,select the option of maintain from the menu bar and select the option of “customer/prospects” After clicking on customers/prospects the following window will appear At that screen you have to select Customer ID,Name of the company..In the General tab you have to write the name of the person to whom you are dealing with,and also the address,city country,telephone etc.. After that click on sales default tab nad the following screen will appear   These are the options in sales default tab..in sales representative option you have to give id to your employees..next is GL SALES Account,in this option you have to give reference…next is the “open purchase order number”,in this field you have to write if there is any open purchase order…after that you have to select the option of “ship via” and select the way of transferring the goods..and then you have to select resale number and pricing level.. Now click on payment default tab,the following window will ap

First of all we open the  peachtree  software and then click on option “MAINTAIN” and select the option of “VENDOR” from maintain menu .. As we click on the vendor option the following window will appear .. In this window, you have to fill out the following information .Vendor ID .Name These two things are necessary to be written, otherwise the software will not save the information about vendor .. Below the vendor Id and name, there are four tabs .General .Purchase Defaults .Custom Fields .History In the  General tab  you are required to write the vendor’s  contact ,Account   number,Address,Vendor   type,telephone  number etc.. and  most importantly the beginning balances of vendor.. Now click on the  Customer Default  tab the following window will appear In this tab you have to fill out the following things .Purchase Representative .Purchase Account .Tax ID number .Ship  Via .Terms of discount .Delivery method In  purchse  representative you have to give id to your vendors .. In

First of all,we click on maintain icon and select the option of inventory item from drop down menu of maintain.. when you click on inventory items the following window will appear.. In this screen first of all you have to select item class item Id and Description,as we choose the stock item only so there are three tabs below the description.. . General . Custom Fields . History In the general tab you have to choose the description for sales or for purchase,if you are purchaser select the purchase option from description and if you are seller then select the option “for sales”.. In the general tab you must have to select three accounts General ledger sales account , General ledger inventory account and general ledger cost of sales account.. Be careful in selecting the inventory account,if you are dealing with raw material choose the inventory account of raw material and if you are dealing with work in process or finished goods then choose the relevant inventory account.. Now click o

To maintain quotations and sales orders, click on the option “ Tasks ” and select the first option from drop down menu “ Quotes/sales orders ” , and for quotations select the option of Quotes from side  menu like in the following window.. After clicking on the option of Quotes ,the following window will appear In this window, first of all you have to give “ Customer ID ”, without giving customer ID you cannot save any record..There are following different ways to reach the customer default window 1) Press the + icon from numeric keypad 2 ) By double clicking on customer ID’s front field 3) By pressing Alt+? 4) By clicking on lookup button and click on the “NEW” icon you can add the customers in customers default by using any of these keys. If you have already save the data of your customers you can reach it by simply clicking on the lookup button..By clicking on lookup button you will see your saved customers as shown below When you will select your customer then you will have to