peachtree-software peachtree complete accounting 7.0 Guía De Instalación Rápida
Tutorials
Getting Started Guide
86
3
6
Select No when given the option to print reports.
Peachtree Accounting checks for unposted entries and changes your
accounting period. Notice the status bar now displays the current
accounting period as Period 4—4/1/03 to 4/30/03. You can begin
entering transactions for period 4 or later. You cannot enter new
transactions dated prior to 4/1/03.
accounting period. Notice the status bar now displays the current
accounting period as Period 4—4/1/03 to 4/30/03. You can begin
entering transactions for period 4 or later. You cannot enter new
transactions dated prior to 4/1/03.
For tutorial purposes, let’s change back to period 3 to prepare for the
next lesson.
next lesson.
7
From the Tasks menu, choose System, and then select Change Accounting
Period. The Change Accounting Period window appears.
Period. The Change Accounting Period window appears.
8
Select Period 3—Mar 1,2003 to Mar 31,2003—from the drop-down list
and then select OK.
and then select OK.
When changing to previous periods, Peachtree Accounting does not ask
if you want to print reports. (This only occurs when you move forward.)
if you want to print reports. (This only occurs when you move forward.)
Review of Lesson III
Let’s review some of the things we learned in this lesson.
•
You can create your own chart of accounts from scratch. However we
recommend you use a chart of accounts from one of the sample
companies as a template—keeping the basic structure, but editing
and adding individual accounts to suit your needs.
recommend you use a chart of accounts from one of the sample
companies as a template—keeping the basic structure, but editing
and adding individual accounts to suit your needs.
•
You can only enter chart of account beginning balances in the
current fiscal year if no transactions have been posted to the General
Ledger. If transactions are posted, you must enter prior-year
adjustments.
current fiscal year if no transactions have been posted to the General
Ledger. If transactions are posted, you must enter prior-year
adjustments.
•
Peachtree Accounting operates on a forced-balance trial balance. The
trial balance must always balance or equal zero (Ø.ØØ). This means
the sum of assets and expenses must equal the sum of liabilities,
equity, and income.
trial balance must always balance or equal zero (Ø.ØØ). This means
the sum of assets and expenses must equal the sum of liabilities,
equity, and income.
•
When entering budget amounts for an account, enter the yearly
total, and then select the Allocate button to have Peachtree
Accounting subdivide and distribute budget amounts for individual
accounting periods throughout the year.
total, and then select the Allocate button to have Peachtree
Accounting subdivide and distribute budget amounts for individual
accounting periods throughout the year.
•
Peachtree Accounting offers two methods for recording transactions
to the General Ledger—real-time posting and batch posting. You can
change posting methods at any time.
to the General Ledger—real-time posting and batch posting. You can
change posting methods at any time.
•
The General Ledger contains all journal transactions posted using
the chart of accounts and keeps track of account balances.
the chart of accounts and keeps track of account balances.