How we use the global option?

How we use the global option?

First we open the peachtree software after opening the software go to the option then show this window

In his click on the global then show this window

In this window these are the four heads:

Accounting :

In this first option is decimal entry in this we select the how many decimal after the zero according to our requirements. In this we can also select the decimal automatic clicking to the automatic option.

In heading is hide general ledger accounts we can hide account receivable and account payable and payroll entry after check the box.

In other option we can select different options for the peachtree software according to our requirements.after doing the changes we click on ok and save it.

General :

When we move on the general then show this window

In this tab first option is improve performance: in this first tab is do not print reports and do not show inventory on hand we use this option for that any other person not check our inventory,

Line item entery display option we use for entering the journal entries.

In color scheme we can select the colors as par oyr choice.after doing click on ok

Peachtree partner:

When we click on peachtree partner then show this window

In this we can select the security level of the software as high.low and medium.

Spellings:

When we click on the spelling option then show this window

In this we can check spellings dictionary and grammar etc in peachtree software.

After doing the changes we click on ok and save it.

How we use the report option?

How we use the report option?

After opening our existing company in peachtree software click on the option of reports then show this window

We use the report option for checking our accounts which we makes.for example accounts receivable .account payable,payroll ,general ledger,inventory and financial statements etc.

If we click on the account receivable then show this window

In this window  double click on the account receivable show the account receivable related accounts like this:

This widow show the account receivable related transactions.

If we click on the any transaction then this show the details of the transaction like this

This show that this transaction is related to the sales invoice.

In report option we can check the related accounts like this.

How we maintain the sale invoicing and receipts?

How we maintain the sale invoicing and receipts?

After opening our company in peach tree software and in this go to the tasks menu then shows this window

In this we click on the sales invoicing then show this window

In this window we select the customer and do the date and write the invoice no and then select the sale order no then show this window

In this we write the hipped quantity and then show this window

After doing this we save this.

Receipts:

In tasks menu click on the receipts then show this window

In this we select the customer  and the receipt no and then show this window

After this we save this.

How we set the default information?

How we set the default information?

After opening the Peachtree software we open our company and then go to the maintain menu and in maintain menu select the default information then show this window

In this window select the customer and then show this window

This window is for default setting and in this window we do the changes according to our requirements

In this window first head is the payment terms, and in payment terms head further heads are these...

C.D.O means cash on delivery and if we lick on this then show this window

In this window we do the changes according to our requirements

After doing this we select the next that is prepaid mean receive the amount advance.

Then next is due in number of days mean in how much days are due for payments,

Next is due on day of next month in after doing the changes then show this window

After doing this next is due at end of month and next is GL Sales Account and Discount GL Account and if these accounts are not then we add these accounts.

After doing the changes the next icon is Account Aging and clicking on this then show this window

In which we fill the all columns and set the dates. Remember first check the due and invoice date.

In which we fill the all columns and enters the all requirements.

Next we go to the finance charges and set the all columns according to their requirements

In which set the due days and discount rate and then minimum finance charges.

How to maintain the vendors?

How to maintain the vendors?

First we go to the Peach tree software and in Peach tree we open our existing company and click on the maintain menu and then show this window

In this we click on vendors and then show this window

In this window we write the information related to the vender

Like vendor id, name and contract information e+

Tc.like this window

After writing the information we save this

In this maintain vender the next head is purchase defaults when we click on this then show this window

In this shows the information about the purchases and if we write the purchase account in purchase account head then it shows the information about that account.

After doing this we click on the next head that is customer’s fields then show this window

In this customer fields we enter the information about the customers.

The next head is history when we click on this then show this window

After doing all save this.

How to enter the beginning balances?

How to enter the beginning balances?

After saving the different balances of charts of account we put the time period

In this window we click on the beginning balances and then show this window

In this window click on ok button and then show this window

In this window select the time period which we follow and click on ok button then show this window and in this we should have the account of retain earning and if we have not retain earning account then the software not save the account balances and in this we also enter new account

In this window we enter the balances of the accounts

In this window we enter the all balances and after entering all the balances show this window

After doing this click on ok button and it will saved

How we make the vendor credit memo?

How we make the vendor credit memo?

First we open our existing company from Peachtree software and then go to the tasks menu and select the vendor credit memo then show this window

In vendor credit memo first we select the vendor and write the date and also select the invoice number after doing this select the item and write the quantity and write the returned quantity and write the unit price then show this window

After doing all this saves this.