Showing posts with label Basics. Show all posts
Showing posts with label Basics. Show all posts

Monday, February 2, 2009

Change Company Information

One day, for example, you join your company with your friend's company to share risk and reward. Because of that, you may need to change your company information, office, etc.

To change your company information after you set up your company in Peachtree, do the following:

1. Select Maintain, click on Company Information...



2. You can change any information, then click OK.


Thursday, January 15, 2009

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.