How to maintain customers on peachtree software

How to maintain customers on peachtree software :

Click on the option of MAINTAIN and then click on first option of CUSTOMER PROPECTS 

Then the following screen will appear which is about maintaining customers/prospects.

After the space given for the ID number and NAME, there are 5 TABS given below them to retain information about customer. You can fill as much information as you have about the customer like contact, address, telephone numbers & email etc.

The least information for further process is to fill ID, NAME and ‘General Ledger Sales account’ which is in 2^nd tab. Use ‘magnifier’ to take help from chart of accounts you have maintained about customer and choose the desired account to fill this blank space. You can also fill other information if you have like ‘sales rep’ & PO (post order) number etc.

The 3^rd TAB of PAYMENT DEFAULTS is about customer record of his debit or credit card if the transaction was on credit basis etc.

The 4^th tab which is “customer fields” enables us to add some additional information about the customer and we can also change the field names etc.

The last and 5^th TAB is about “customer history” in which we can see the previous records about that customer. If the customer is new then no history will be available.

Press buttons of “alt”+ “s” to save the information filled by you.

After adding required information click on “beginning balance” in first tab of GENERAL and choose your customer from “customer balances” by a single click on that  and proceed then save.

      HOW TO REMOVE MISTAKES & ERRORS

It’s almost same procedure as in “chart of accounts” to edit or remove the mistakes of ID, NAME and etc. use the icon of KEY to change ID and “magnifier” for other mistake etc. 

Why we make chart of accounts in peachtree software

We make chart of accounts on this software because while making our new account. We choose the option of “build your own company” which requires new chart of accounts by account holder because you can’t copy the samples or existing chart of accounts.

How to edit the mistakes of chart of accounts         

Mistake of wrong account type or description:

                               Click on the option of the MAINTAIN on screen

And then click on option of chart of accounts

 Then the screen of chart of accounts will appear, and then click on the icon of magnifier

The list of all accounts will appear and you can edit an account by a double click on that as shown below

You can change accounts type and description only. After desired changes, press ALT + S for save purpose.

Mistake of wrong ID:

                                         To edit or correct the ID of an account, click on the icon of KEY given in chart of accounts’ screen

Then choose the desired account to change the ID of that by entering present ID and then enter new ID in below..

Then press buttons of ALT+S to save changes.

setup a company at peachtree software

SETUP OF A COMPANY AT PEACHTREE SOFTWARE

By double clicking on the icon of software it will start running and the following screen will appear :

You will see 5 options given on the screen and we have to select option 2 which is “set up a new company”, click on this option and you will experience the following screen

Which is about the overall process to which one will go through to set a new company. Here the 5 steps are mentioned and click NEXT button for further processing which will result in following screen

This is about company information and if you want to go to next strep then you have to write at least the company’s name. the other options are according to USA standards which may not be essential to fill like “Zip Code”, the name of state etc.

By a click on next button the next step’s screen will appear which is given below

This is about selecting your option about chart of accounts. First 3 options allow you to copy the chart of accounts of other company or samples given in software while 4^th option is to convert an existing company on other software to peachtree software. 5^th option is to build your own company’s chart of accounts which we are looking for. The options are “Radio type” so only one option can be selected. Then click on NEXT button for next step which is choose your accounting method and the screen that appears is

The 2 options are given here, first is accrual system which means to record on invoice basis while the 2^nd says Cash system that is to record when payment is made. Once you selected an option, you will not be able to change it.

Click NEXT and step of POSTING METHODS will appear on screen

The REAL TIME option means to record as entries occur in n general ledgers and the software will automatically save the effect on other statements while BATCH system means to record according to own sequence. Real time is usually preferred. These can be change later on as well.

The next step is followed by a click on NEXT button and this is Select an accounting period out of two options. The screen will be

12 month’s option is usually preferred while special accounting period means to adjust your own type etc.

Click NEXT and this will appear

It is about the details of your monthly record of entering data. Fill the starting and ending months of your fiscal year and the month you start your entering data. This was the last step of process and by click on NEXT button will show you the CONGRATULATIONS or FINISH screen which is give below

Click FINISH and your account will be shown by software.

word file opening

Opening Microsoft Word Documents

We'll shortly add an address to the top of our Library Complaint letter. Before we do that, we'll learn how to open a file. After all, you might have closed down Microsoft Word, or your computer might have crashed. The result being that you no longer have your library letter loaded into Word. So here's how to Open a file you have saved, and want to work on again.

From the File menu, click Open:

The Open dialogue box appears, and looks like the image below:

The Open dialogue box looks very similar to the Save As dialogue box. "Save in", "File name", and "Files of type" work in exactly the same way as the Save As dialogue box. Notice, though that the File name text box is blank, and the Open button is not available. It has been greyed out.

The reason that the Open button is greyed out, and therefore not available, is that text box is empty. Once you select a file, the Open button will be ready for us.

But the text box is empty because no file has been selected. A file is selected from the larger white area in the middle. Clicking on the file once with the left hand mouse button will select a file. In the previous image, there was only one file available for selection - a document called "rrKeyCaps.doc". That is not the one we want.

To locate the file we want, we need to open the folder called "My WP Projects". Because that's where we saved it. You can see from the image that this folder is in the list of folders, just below the folder called My Pictures:

You can see also that we are in the folder called My Documents. To open up the folder we want, simply double click it. This will take us inside the My WP Projects:

The whole Open dialogue box now looks like this:

The file we want, Library Letter, has been clicked on. As a result, the Open button is no longer greyed out. We can go ahead and click it. When we do, our letter will open in Microsoft Word.

To recap then on how to open a file. Do the following

· Navigate to the folder where the file was saved

· Click on the file to select it

· Click the Open button

OK, now that you know how to Open a file, we can start adding the address to our letter.