Quick Setup GuideTable of ContentsCover1Copyright and Trademarks2License Agreement3Table of Contents5Introducing and Installing Peachtree Accounting13Introducing Peachtree Complete Accounting Release 714About This Guide14System Requirements15Contents of the Peachtree Accounting Package16Contents of the Peachtree Accounting Compact Disc16Installing Peachtree Accounting17Installing Online Documentation19Displaying the Peachtree Accounting Online Manuals19Installing Peachtree Accounting on a Network20Network Considerations20Installing on a Client/Server Network21Installing on a Peer-to-Peer Network23Installing on the Network Administrator’s Machine23Installing on a Workstation24About Record and File Locking26Record Locks27Exclusive File Locks27What’s Next?29Registering Peachtree Accounting29Practicing with Sample Data and Tutorials30Exploring Sample Company Data31Following Online and Written Tutorials31Creating a New Company31Converting Existing Company Data32Peachtree Technical Support33Before Contacting Technical Support34Uninstalling Peachtree Accounting35Troubleshooting Installation36Frequently Asked Questions36When I attempt to install Peachtree Accounting, I received the error, “You must have full adminis...36What will happen to my existing Peachtree company after I install the upgrade?36What will happen to my custom reports, forms, and financial statements?36I tried opening Peachtree Accounting, and received an error that read “Btrieve initialization fai...37I’m not using a network now, but I plan to in the future. How should I install Peachtree Accounting?37I get an error message during installation that says it can’t read or copy a file. What should I do?37I’m getting a message that says “Setup initialization error due to insufficient memory” or the me...38Why am I getting a “Btrieve version 5.10 is too old” message when I attempt to start Peachtree Ac...38I’m having problems using Peachtree Accounting and my large system fonts.38I’m starting Peachtree on a workstation across the network, and I’m receiving the message “Cannot...39I’m installing on a Novell Network version 3.12 or higher workstation, and am getting a “could no...39I’m running Peachtree Accounting on a network, and I frequently receive the message “The record i...39Upgrading from Previous Versions41Installing the Upgrade42Using Existing Data42Converting Existing Company Data43Before You Begin43Starting the Data Conversion43Troubleshooting the Conversion45Troubleshooting Data Conversion on a Network46Conversion Issues47Features in Release 7 that May Impact Conversion47Year 2000 Compliant47User/Password Security47Use Audit Trail48Hide G/L Accounts49Accounting Behind the Screens49Peachtree Accounting Color Schemes50Time and Expense Ticket Descriptions51From Peachtree Complete Accounting Release 451From Peachtree Accounting Release 3.5 (or lower)52After the Conversion53Upgrading Inventory from Peachtree Accounting Release 3.056From Peachtree First Accounting57Upgrading Inventory from First Accounting Release 1.057Upgrading Payroll from First Accounting Release 1.058Converting Data from other Products59Peachtree Complete Accounting for DOS59Quicken59QuickBooks and QuickBooks Pro59Tutorials61Lesson Plan62Before You Begin63Lesson I—Getting to Know Peachtree Accounting64How to Start Peachtree Accounting64Starting Microsoft Windows64Starting Peachtree Accounting64The Startup Screen65What If There Is No Startup Screen?65Getting to Know Windows66Navigating in Windows68Navigation Aids68What If You Don’t See the Navigation Aids?69More Peachtree Accounting Terms70Getting Help with Peachtree Accounting71Using Peachtree Accounting Help72Review of Lesson I74Quitting Peachtree Accounting74Lesson II—Basic Procedures75Setting Up Tutorial Global Options76Backing up the Sample Company Data77Restoring the Sample Company Data78Entering Information78Using Data Lookup Lists79Entering a New Record79Editing a Record80Displaying and Printing a Report82Using Action Items82Entering a To Do Action Item83Entering an Event Action Item84Using the Action Item Log85Choosing a Peachtree Accounting Color Scheme86Review of Lesson II86Lesson III—General Ledger88Beginning the Lesson88Working with the Chart of Accounts89Entering an Account89Making a Prior Year Adjustment (Beginning Balance)90Entering Budgets92Posting Transactions to the General Ledger93The General Ledger and General Journal93General Journal Entry94Accounting Periods95Changing Accounting Periods96Review of Lesson III98Lesson IV—Accounts Payable100Beginning the Lesson100Accounts Payable Tasks101Maintain Vendors102Entering a Discount103Entering a Purchase Order104Printing Purchase Orders107Purchases/Receive Inventory108Payments113Printing Checks116Display the Vendor Ledger118Display or Hide General ledger Accounts119Review of Lesson IV120Lesson V—Accounts Receivable122Beginning the Lesson122Accounts Receivable Tasks123Quotes, Sales Orders, and Sales Invoices124Entering a Quote124Proceed with Entering the Quote128Converting the Quote to a Sales Order130Editing the Sales Order131Entering the Sales Invoice133Printing Invoices136Understanding Backorders137Entering a Cash Receipt139Analyzing Customer Payments141Using the Collection Manager141Review of Lesson V142Lesson VI—Payroll145Beginning the Lesson145Payroll Tasks146Default Information147Maintain Employees149Payroll Entry150Using the Payroll Register152Print Paychecks153Analyzing Employee Earnings155Review of Lesson VI155Lesson VII—Inventory157Beginning the Lesson157Tracking Inventory Items158Setting Up an Inventory Item158Inventory and Purchases162Inventory and Sales163Inventory Adjustments164Maintaining Item Prices165Review of Lesson VII168Lesson VIII—Job Costing169Beginning the Lesson169Job Costs170Setting Up a Job171Copying a Job ID174Job Costing and Purchasing176Job Cost and Payroll177Job Costing and Sales179Job Cost Reports183Review of Lesson VIII184Lesson IX—Company Administration185Beginning the Lesson185Memorized Transactions186User IDs and Passwords190Audit Trail193Removing User/Password Protection196Review of Lesson IX197Lesson X—Time & Billing198Beginning the Lesson198Restoring the Sample Company Data199Setting Up Tutorial Global Options200Changing the System Date200The Time & Billing Process201Recording Time Tickets202Entering a Time Ticket202Using a Weekly Time Sheet207Recording Expense Tickets210Entering Billable Expense Tickets210Entering a Non-Billable Expense Ticket213Entering a Reimbursable Expense214Using Time and Expense Tickets214Pay Our Employee215Reimburse Our Employee for Out-of-Pocket Expenses216Record the Company Check Issued to the Outside Printer217Bill Our Customer for the Work Completed218What Happens Next?223Review of Lesson IX223Converting Quicken Data to Peachtree Accounting225Understanding the Conversion Process226Converting from Quicken 99227Exporting Quicken Data228Preparing for the Quicken Export228Reviewing Payee and Class Names228Reviewing Accounts and Categories228Printing Quicken Checks and Reports229Creating a Directory for the Exported Files229Exporting Data from the Windows Version of Quicken230Exporting Data from the MS-DOS version of Quicken231Checking What You’ve Exported232Create a New Company in Peachtree Accounting233Setting Up a New Company233Completing Setup235Deleting Default Information235Make a Backup235Importing Quicken Data236Stepping Through the Quicken Import Process236Converting Quicken Accounts and Categories237Selecting Quicken Accounts to Convert (Part1of6)238Selecting Quicken Categories to Convert (Part2of6)240Converting Quicken Payee and Class Names242Converting Quicken Payees to Peachtree Vendors (Part 3of6)243Converting Quicken Payees to Peachtree Customers (Part 4 of 6)244Converting Quicken Classes to Peachtree Jobs (Part 5 of 6)245Converting Quicken Payees to Peachtree Employees (Part 6 of 6)246Balancing Transactions247What to Do After Importing247Setting Up Necessary Accounts248Setting Up Sales Tax Information251Identify Unnumbered Payment Transactions251Posting Transactions252Checking the Results252Getting Acquainted252Troubleshooting the Quicken Conversion253Frequently Asked Questions253Overvie w226Converting QuickBooks Data to Peachtree Accounting257Overview258Preparing for the QuickBooks Conversion259Setting up QuickBooks259Back up our QuickBooks company data260Converting a QuickBooks Company261Stepping Through the Conversion Process261What QuickBooks Data Is Converted267Field Comparison Lists267Converting Address Fields267Converting Company Information269Converting Chart of Accounts270Converting Customers272Converting Sales Taxes274Converting Vendors274Converting Payroll Setup Information276Assign W-2 Payroll Fields in Peachtree Accounting278Assign Payroll Fields for EmployEE- and EmployER-Paid Taxes279Set Up Local Taxes after Converting from QuickBooks280Converting Employees282Converting Inventory Items285Converting Jobs287After Converting289Understanding Balances after Converting from QuickBooks289Setting Up a Cash-Basis Company290Troubleshooting the Conversion from QuickBooks292Common Errors292“No Name” Displays as Company Name after the Conversion292Accounts Do Not Have Account Numbers292Retained Earnings Account Not Found292Accounts Payable and Accounts Receivable Accounts Not Found293Company Already Exists and Cannot be Converted293Troubleshooting Error Messages293Comparing QuickBooks to Peachtree294Accounting Methods294Inventory295Inventory Costing Method295Company Information295Tasks296Index297Size: 2.81 MBPages: 302Language: EnglishOpen manual
