Global Options

After opening peachtree go to the options and then click global option.

After clicking global option you will have the following window which includes the following options:

·         Accounting

·         General

·         Peachtree partners

·         Spellings

In accounting option you will select manual, number of decimal places 2, hide general ledger accounts according to requirements then other options according to the requirements. Then go to the general option you will have the following window.

In this window select the options according to your requirements and then move to the peachtree partners you will have the following window.

In this window there are different softwares, you have to select one of them. After selecting this press ok and then move to the next option that is spellings.

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In this window you will select the check spelling as you type and moderately fast and accurate options and after that press ok. In this way you can maintain the global options.

General Journal Entry

First open peachtree and then go to the task option and click the general journal option.

After clicking this option you will have the following window. After opening this window change the date, give reference, choose GL account with the help of look up button. Then record the entries and then save it.

In this way we can record journal entries.

How To Record Receipts

First open peachtree and then go to the task option and click on receipts.

After clicking on receipts you will have the following window. Provide all the necessary information. First give the deposit ticket ID, then select the customer ID with the help of look up button and also write the name of the customer. Then change the date, give reference, provide receipt number, amount and then give the invoice number, date due, amount due and amount paid. After providing all the information save this.

In this way you can record the receipts.

Sales/Invoicing

First open peachtree and then go to the task option and select the sales/invoicing option.

The following window will open. After opening this window select the customer ID with the help of look up button. Then give the invoice number, then select the item with the help of look up button, give its quantity, unit price and ship date.. After providing all the information save this by clicking the save button.

In this way you can record the sales invoicing.

How To Assemble Inventory

After opening peachtree go to the task bar and click on the assemblies.

After opening this window select item ID with the help of look up button. Then write the mane of the item, add date, then give reference, quantity on hand, quantity to build, new quantity and reason to build.

In this way you can assemble inventory.

Credit Memos

After opening peachtree go to the task bar ang select the credit memo option.

When you will click on the credit memo you will have the following window.

After opening this window select customer ID with the help of look up button, then give the credit no. Select item with the help of look up button , add quantity, unit price and then save this information. In this way you can maintain the credit memo.

Inventory Item

First open peachtree and then go to the inventory item option.

The following window will open. Then select the item ID with the help of look up button, give description of item and then provide all the required information of that item like last unit cost, sales account, inventory account, cost of sales account and then provide the unit measure.

After this save all the above information. In this way you can maintain the inventory item.

Vendor

First open peachtree and then go to the maintain menu and select vendor.

After clicking on vendor you will have the following window. After this select vendor ID with the help of lookup button and then type the name of the vendor. Then move to the purchase default option.

After selecting purchase default you will have the following window. Provide the purchase account here and then save this information.

In this way you can record your vendor.

Quotes/ Sales order

After opening peachtree go to the task bar and select the quotes/sales order option.

After selecting quotes/sales order select the quotes, you will have the following window.

Then select the customer ID with the help of lookup button then give the quote no. After this select item with the help of lookup button, add quantity, unit price and then save this information. After this again go to the task bar then select the quotes/sales order option and then sales order. After passing through this procedure you will have the following window.

After opening this window provide  customer ID with the help of lookup button, then give SO no, select item with the help of lookup button, add quantity, unit price and then again save this information. In this way you can maintain quotes/sales order.