Overview of Setup Tasks

Basically, your remaining tasks, after completing installing the software, will be something like this:

1. Create Your Company: Company profile, chart of accounts, posting method, accounting method

2. Set Up Your Company: Beginning balances, default and information for customers, vendors, employee

3. Run Your Company: record transactions and print forms

4. Analyze Your Business: reports and financial statements.

These are the basic tasks that most people will perform. Of course, it all depends on what you want from your Peachtree system. You may use an outside source for payroll, which what I am doing currently in my company, so you don't need to set that up.

You don't have to set up all your customers, vendors, and employees at once. You can set them up on as-needed basis, when you need to record a transaction.

Starting the Program

Select Start on the window taskbar and then Programs. Locate and select the Peachtree group folder. Then select the Peachtree icon.