Setting Up a Company
1. Creating a Peachtree Company
2. Setting Customer Defaults
3. Setting Vendor Defaults
4. Setting Inventory Defaults
5. The Payroll Setup Wizard
6. Setting Payroll & Employee Defaults
7. Setting Job Defaults
8. Making a Backup
9. Restoring from a Backup File
Using the General Ledger
1. General Ledger Default Settings
2. Adding Accounts
3. Deleting Accounts
4. Adding Beginning Account Balances
5. Adding General Journal Entries
6. Basic General Ledger Reports
7. Entering Account Budgets
8. The Cash Account Register
Starting Accounts Receivable
1. Setting Up Accounts Receivable Defaults
2. Adding Customers
3. Adding Customer Beginning Balances
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
2. Adding Vendors
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 Employee Beginning Balances
3. Paying a Group of Employees
4. Paying an Employee
5. Creating Payroll Formulas
6. 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
5. Entering Expense Tickets
6. Billing Time and Expense Tickets
Changing System Settings
1. Changing Posting Methods
2. Posting/Unposting
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
