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Mastering Peachtree Made Easy - Sample Lessons: - Free - Free

The document provides an overview of sample lessons for using Peachtree accounting software, including lessons on setting up a company, general ledger, accounts receivable, accounts payable, inventory, payroll, accounting management, sales tax, quotes, job tracking, time and billing, system settings, reporting, internal accounting review, action items, options, assets and liabilities, credits, and help.

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49 views3 pages

Mastering Peachtree Made Easy - Sample Lessons: - Free - Free

The document provides an overview of sample lessons for using Peachtree accounting software, including lessons on setting up a company, general ledger, accounts receivable, accounts payable, inventory, payroll, accounting management, sales tax, quotes, job tracking, time and billing, system settings, reporting, internal accounting review, action items, options, assets and liabilities, credits, and help.

Uploaded by

Anonymous I5hdhuCx
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1/15/2021 Sample Lessons

Mastering Peachtree Made Easy - Sample Lessons

Introductory Peachtree Manual


Advanced Peachtree Manual

Getting Acquainted with Peachtree


1. The Peachtree Environment (2007-2012) - FREE
2. The Peachtree Navigation Centers- FREE
3. The Peachtree Environment (2003-2006)
4. Using the Menu Bar
5. Using the Main Application Toolbar
6. Learning Common Business Terms

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

Using the General Ledger


1. General Ledger Default Settings- FREE
2. Adding Accounts- FREE
3. Deleting Accounts
4. Adding Beginning Account Balances
5. Adding General Journal Entries
6. Basic General Ledger Reports
7. Entering Account Budgets (2007-2012)
8. Entering Account Budgets (2003-2006)
9. The Cash Account Register

Starting Accounts Receivable


1. Setting Up Accounts Receivable Defaults- FREE
2. Adding Customers- FREE
3. Adding Beginning Balances for Customers
4. Setting Statement and Invoice Defaults
5. Sales Orders & Invoicing
6. The Sales Orders Window
7. The Sales/Invoicing Window
8. The Receipts Window
9. Statements and Finance Charges
10. Selecting Deposits
11. Changing a Record ID

Starting Accounts Payable


1. Setting Up Accounts Payable Defaults- FREE

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1/15/2021 Sample Lessons
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 Sales Tax


1. The Sales Tax Wizard
2. Sales Tax Authorities
3. Sales Tax Codes & Exempt Sales
4. Collecting Sales Tax
5. Paying Sales Taxes

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

Time and Billing


1. Adding Time Ticket Employees
2. Entering Activity Items
3. Entering Charge Items
4. Entering Time Tickets (2009-2012)
5. Entering Time Tickets (2003-2008)
6. Entering Expense Tickets (2009-2012_
7. Entering Expense Tickets (2003-2008)
8. Billing Time and Expense Tickets

Changing System Settings


1. Changing Your Company's Posting Methods
2. Posting/Unposting

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1/15/2021 Sample Lessons
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

The Internal Accounting Review


1. Using the Internal Accounting Review

Action Items
1. Events
2. To-Do Items
3. Alerts

Options
1. Changing Global Options
2. Changing the System Date

Assets and Liabilities


1. Assets and Liabilities
2. Creating an Other Current Assets Account
3. Subtracting Value from an Other Current Assets Account
4. Creating a Fixed Assets Account
5. Accumulated Depreciation
6. Liability Accounts
7. Paying on a Long Term Liability
8. Equity

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

© TeachUcomp, Inc. All Rights Reserved.

https://www.teachucomp.com/samples/peachtree/ptsample.html 3/3

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