How to maintain vendor record?

You just open your existing company on Peachtree software the following window will open on your screen

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After this screen you just go on to the MAINTAIN menu button.

Then you just go on to the VENDOR head and click on it.

After click on it the following window will open on your screen.

Then you fill the required info like VENDOR ID and NAME of the vendor on the HEAD AND FOTTER column.

Then you enter the info like contact, account, address, country, fone number, and fax.

Then you just click the tab button and you go on to the PURCHASE DEFULT button. The following window will open on your screen.

You can change this info if you can. Purchase account in it you can enter the id of this account.

TAX ID in it you can enter the vendor id.SHIP VIA is the form in which you send the goods to the vendor.

After it you go on to the CUSTOMER FIELDS the following window will open

The customers for which you deals with is open in your screen. You can change the given info.

After that you just click on to the HISTORY on the maintain vendor window. the following window will open on your screen.

After that you can just fill the required info in the history column. In the VENDOR SINCE you can fill it by the date that you give to the vendor. In the LAST INVOICE DATE you can enter the last date that you give to the vendor. LAST INVOICE AMOUNT in it you can enter the last invoice amount that you receive. LAST PAYMENT DATE in it you can enter the date of last payment that you made. LAST PAYMENT AMOUNT in it can enter the last amount of payment that you made.

     Details of how to make charts of account?

The very first step for the making of charts of accounts is to open the peachtree.When you open the Peachtree the page of your company that you made earlier is open. After that you just go to the page titles and click the MAINTAIN button and the further icons will open on your screen and you just go on to the CHARTS OF ACCOUNTS button and then click on it and the new file will open on your screen.

How to fill the columns that are required for making the charts of accounts?

When the above screen will appear you will fill the required information in the columns. And you get the information for the sheet given to you.

When you fill the required columns, you use the accounts ID, accounts type and description from the given sheet.

After that you will pick the account ID and account type from the sheet and fill it.

You pick the account id like (110) for accounts receivable and write it in the account  ID column and then you press TAB key and put the description  that is (Accounts receivable) and then you again press the TAB key and fill the Account type column.

The ID 110’s accounts type is Account receivables. Then you press the alphabetic keys A, you will get the account type. If in case the required account type is not mention then you again press the alphabetic key A and you will get the required account.

 And so on you will make the all charts of accounts...

After making all the charts of accounts you can easily see them on your window by pressing look up button.when you press look up button the given window will appear

And you can see the charts of accounts that you made earlier.

How to correct the accounts ID?

While making the charts of accounts, there may be a chance of mistake happen then you no need to be worry. A simple way to solve it. You just go to the charts of accounts window and simple take the mouse and click on the CHANGE ID  button. When you press the change ID button the following window will appear on your screen.

After the above mentioned window is open on your screen you can write the correct ID into the column of enter new account ID and press the OK button.

How to change account type?

There may be a chance of the mistake in the account type also. Then you just go on to the account type icon and press the highlight icon button.

After the above window is open you just click on the marked button the following window is open

Then you simple change the account type.

Details of how to make chart of account?

       Details of how to make chart of account?

The very first step for the making of charts of accounts is to open the peachtree.When you open the Peachtree the page of your company that you made earlier is open. After that you just go to the page titles and click the MAINTAIN button and the further icons will open on your screen and you just go on to the CHARTS OF ACCOUNTS button and then click on it and the new file will open on your screen.

How to fill the columns that are required for making the charts of accounts?

When the above screen will appear you will fill the required information in the columns. And you get the information for the sheet given to you.

When you fill the required columns, you use the accounts ID, accounts type and description from the given sheet.

After that you will pick the account ID and account type from the sheet and fill it.

You pick the account id like (110) for accounts receivable and write it in the account  ID column and then you press TAB key and put the description  that is (Accounts receivable) and then you again press the TAB key and fill the Account type column.

The ID 110’s accounts type is Account receivables. Then you press the alphabetic keys A, you will get the account type. If in case the required account type is not mention then you again press the alphabetic key A and you will get the required account.

 And so on you will make the all charts of accounts...

After making all the charts of accounts you can easily see them on your window by pressing look up button

.when you press look up button the given window will appear

And you can see the charts of accounts that you made earlier.

How to correct the accounts ID?

While making the charts of accounts, there may be a chance of mistake happen then you no need to be worry. A simple way to solve it. You just go to the charts of accounts window and simple take the mouse and click on the CHANGE ID 

 button. When you press the change ID button the following window will appear on your screen.

After the above mentioned window is open on your screen you can write the correct ID into the column of enter new account ID and press the OK button.

How to change account type?

There may be a chance of the mistake in the account type also. Then you just go on to the account type icon and press the highlight  icon button.

After the above window is open you just click on the marked button the following window is open

Then you simple change the account type.

Set up A New Company

Set up A New Company on Peachtree Software:

Firstly we open the Peachtree Software, a window will appear: 

This will tell about the initial information, now we select “Set up a new company”. Another window will appear:

Now this is an introductory window that tells us what information we should have to proceed with the new company setup. After reading it click next so another window will appear:

This is a new company setup, firstly fill this information to complete the setup and then click the next button, after clicking next button another window will appear:

This window is telling about the chart of accounts.

·         The first info is “Set up a new retail service, construction, manufecturing or distribution company using a semplified chat of accounts”.

·         Second one is “set up a new company using an extensive chart of accounts  from one of many sample companies”.

·         Third one is “ copy seetings from existing peachtree account”.

·         Fourth is “conver a company from another accounting program”.

·         Last one is “build your own company”.

We would chose “build your own company” right now. After clicking  that option, click the next button, anothr window will appear:

This window is telling abput the accounting method, either you can chose accural or cash method, I am choosing  accural method.
after choosing  that method click next button, another window will appear:

In this window you have to chose the realtime method or batch method, I am choosing real time method. After choosing one click next button, another window will open:

This window is about accounting period chose your accounting period and click next button, another window will open:

After setting dates then we click on next and following window will appear:

Click on “finish” and following window will appear: