peachtree-software peachtree complete accounting 7.0 Guía De Instalación Rápida
Create a New Company in Peachtree Accounting
Setting Up a New Company
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Create a New Company in Peachtree Accounting
Before you can import Quicken data, you must set up a new company in
Peachtree Accounting. This section only describes those areas of setting up a
company that are unique to converting from Quicken. Refer to Chapter 1,
“Creating a Company” of the User’s Guide for more detail.
Peachtree Accounting. This section only describes those areas of setting up a
company that are unique to converting from Quicken. Refer to Chapter 1,
“Creating a Company” of the User’s Guide for more detail.
1
If you haven’t already installed Peachtree Accounting, please do so now.
For more information, see
.
2
Start Peachtree Accounting.
3
If Peachtree Accounting displays the Startup screen, select “Set up a new
company.” If you already have a company open, select New Company from
the File menu.
company.” If you already have a company open, select New Company from
the File menu.
Setting Up a New Company
The New Company Setup wizard walks you through setting up a new
company.
company.
1
On the New Company Setup - Introduction window, click the Next button.
2
On the New Company Setup - Company Information window, enter the
company information and click the Next button.
company information and click the Next button.
3
On the New Company Setup - Chart of Accounts window, choose the
Convert a company from another accounting program option and
click the Next button.
Convert a company from another accounting program option and
click the Next button.
This supplies you with a blank chart of accounts, because your Quicken
categories and subcategories are going to be imported as accounts.
categories and subcategories are going to be imported as accounts.
4
On the New Company Setup - Accounting Method window, select the
accounting method and select Next.
accounting method and select Next.
Quicken uses the accrual method for credit card accounts and the cash
method for all other types of accounts. Be sure that you choose the
correct accounting method as it cannot be changed once you create the
company.
method for all other types of accounts. Be sure that you choose the
correct accounting method as it cannot be changed once you create the
company.
5
On the New Company Setup - Posting Method window,
s
elect the Batch
posting method and select Next.
Since you can change your company’s posting method at any time
without affecting your records, select
without affecting your records, select
Batch posting until the import
process is done, then change it to Real-Time posting, if you like. This
will make the import process go more quickly.
will make the import process go more quickly.