This workshop will help Peachtree Accounting users who are just getting started and those who want to know if their Peachtree Accounting software is properly setup. It is helpful for those who are interested in setting up new features in the Peachtree Accounting program not currently being used. It�s also designed to help you learn more about processing transactions and how they affect the general ledger and financial statements.
Getting Started Let�s Go!
Setting up company information, accounting methods, accounting periods and posting methods
Setting up program preferences and options
Navigating around the program and using keyboard shortcuts
Defining the purpose of a chart of accounts and customizing the chart of accounts
Setting up customers and vendors
Setting up sales tax
Setting up inventory items and groups
Setting up employees
Setting up payroll taxes, payroll items and payroll deductions
Setting up jobs, phase codes and cost codes
Processing Customer Transactions
Creating quotes and estimates for customers and clients
Creating sales orders, customer invoices, sales receipts and credit memos
Invoicing customers for employees', and subcontractors' time and other costs
Posting customer payments and making deposits
Recording finance charges and preparing customer statements
Processing Vendor Transactions
Creating purchase orders, receiving inventory and recording inventory adjustments
Recording vendor invoices and credit card transactions
Paying vendor bills and credit card balances
Processing Payroll Transactions
Using timesheets for payroll
Processing paychecks
Tracking employee loans and garnishments
Computing and making payroll tax deposits
Preparing payroll tax reports and paying payroll liabilities