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First of all to know how to maintain receipts in Peachtree, click on the “task” from menu bar and then select the option of “receipts” as shown in the following figure. . After clicking on receipts, the following window will appear.. In this window, first of all we select the type of ID, there are two options in that .Customer ID .Vendor ID So you will select either the customer Id or the vendor ID whose receipts you want to made..After that select your customer or vendor as shown below We select the customer ID and after choosing customer, we can directly sell the goods by generating a receipt or make a receipt for an invoice, which was already made for customer..As we select the customer whose invoice has already been made but the payment is not made, the following screen will appear As we can see that now the “Apply to Sales” tab has activated, if customer want to purchase additional goods we can record them in “Apply to Revenue” tab against the same receipt like below We ...

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...

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 wil...

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  p...