slater11e_introPT09

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PEACHTREECOMPLETE

2009

ANINTRODUCTIONTOPEACHTREECOMPLETEACCOUNTINGOpeningaCompanyDatabaseTochangetheopencompanyinPeachtree,clickFileonthemainmenuandselectOpenCompany. Ifthepromptillustratednextappears,checktheoptionshownandclickOK.

(Note: WheneveryouwanttoturnoffaparticularmessageinthesoftwarethenselecttheDonotdisplaythismessageagainoptionbeforeclickingOK.)

AwindowwillopenforyoutohighlightacompanynameandclickOKtoopenthe

company. (Note: Youcanalsoopenacompanybydoubleclickingitsname.)Note: ShouldthePeachtreeSetupGuideappearafteropeningacompany,markthedonotshowoptionatthebottomofthewindow,clickClose,andthenclickOKinthesetupguidewindowthatopens.Note: Youmustalwaysopenthesoftwaretoaccessacompanyfile. Inotherwords,youcannotopenacompanybyclickingonthecompanyfilenamelistedinafolderonyourcomputer.


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PeachtreeComplete2009 AnIntroductiontoPeachtreeCompleteAccounting Page2

ThePeachtreeDesktopThenextfigureillustratesthePeachtreeDesktopforThePaintPlace.Wehavelabeled

thisillustrationsothatyoucanidentifyelementsofthedesktop. Thetablethatfollows

explainsthese

elements.


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Thenexttableexplainselementslabeledonthepreviousillustration.

PEACHTREEDESKTOPELEMENTS

Section Name Description1 TitleBar Nameoftheactivecompany. Usethisbartoverify

openingthecorrectcompany.

2 MainMenu Peachtreesmainmenu.

3 CenterName Nameoftheactivecenter.

4 Toolbar AccesstoPeachtreeoperationssuchaschangingthe

systemdate

and

closing

the

accounting

period.

5 Center

Contents

Thepagecontentonacenterdisplayshyperlinksand

iconsfrequentlyusedtoprocessthatactivity.

6 Navigation

Bar

Buttonsforactivatingnavigationcentersandshortcuts

foropeningfrequentlyperformedtasks.

Thefollowing

lists

information

about

Peachtree

centers.

CENTERSName DescriptionBusinessStatus Customizablesnapshotsofimportantcompanyfinancialdata.

Customers&

Sales

Iconsandlinkstomanagecustomeraccountsandtorecordand

report

on

customer

activities.

Vendors&

Purchases

Iconsandlinkstomanagevendoraccountsandtorecordand

reportonvendoractivities.


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CENTERSInventory&

Services

Iconsandlinkstomanageinventoryandserviceitemsandto

recordandreportoninventoryactivities.

Employees&

Payroll

Iconsandlinkstomanageemployeeaccountsandtorecordand

reportonemployeeactivities.

Banking Iconsandlinkstorecord,reconcile,andreportonbanking

activities.

Company Iconsandlinkstoyearendwizards,datamaintenance

procedures,softwareupdates,andcompanyfinancialreports.

Thefollowingexplainscommandsfoundonthemainmenu.

PEACHTREEMAINMENUSCommands DescriptionFile Basicoperationssuchasopeningandclosingcompanies,printing,

anddatabackupandrecoveryoperations.

Edit Basicdatamanipulationfeaturessuchascut,copy,paste,delete,

andundo. Submenusareactivebasedonthetaskbeingperformed.

Lists Submenusforlistinggeneralledgeraccounts,customers,vendors,

employees,andtransactions.

Maintain Datamaintenancesubmenusformanipulatingaccounts;creating

defaultsalestaxtables,paymentterms,andbudgets;anddefining

defaulttransactionentrysettings.

Tasks Transactionentrysubmenusandotheractivitywindows.Mostof

thesesubmenusalsoappearasiconsorlinksonnavigationcenters.


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PEACHTREEMAINMENUSAnalysis Submenusforgeneratinggraphicaldepictionsofcompanyforecasts

basedonhistoricaltransactions.

Options Submenusforsettingglobalsoftwarepreferencesaffectingsoftware

behaviorandforchangingthesystemdate.

Reports&

Forms

Submenusforcustomizingdataentryformsandforprintingavariety

ofreportstoanalyzecompanyperformance.

Services AccesstoPeachtreesonlineresourcesandsoftwareupdates.

Window Menuaccessforactivatingaparticularwindowwhenperforming

multipletasks.

Help Peachtreehelpfiles,licenseagreement,andsoftwareversion.

Thefollowingexplainsiconsontheiconbar.

TOOLBARName DescriptionHide Togglebuttonforhidingordisplayingnavigationcenters.

Refresh Recalculatesaccountbalancesdisplayedonacenter.

Print PrintsinformationappearingontheBusinessStatuscenter,

thus

available

only

when

this

center

is

active.

SystemDate Setsthedefaulttransactionandreportingdate. Clicktheicon

tochangethedate.


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TOOLBARPeriod Displaysthecompanyscurrentaccountingperiod. Clickthe

icontoclosetheaccountingperiod.

Thisisthedefault

page

Ispresentonlyiftheactivecenterisalsothedefaultcenterthat

appearswhenopeningthecompanydatafile.

Makethisthe

defaultpage

Ispresentonlyiftheactivecentercanbecomethedefault

center.

Customizethispage AppearsonlyontheBusinessStatuscenterandisusedto

customizedatadisplayedonthatcenter.

SettingtheSystemDateYouwillmakefewermistakesifyousetthesystemdatetomatchthetimeframelisted

onworkshoptransactions. Tosetthisdate,clickthis icontoopenthe

windowillustratednext. Youthentypeinadateorusethecalendaricontoselecta

date. ClickOKtostorethechange.

(Note:Alwayspayattentiontothesystemdatebecauseitdeterminesaccountbalancesthatdisplayonacenterandthedefaultdateusedbytransactionwindowsandreports. Youwillneedtosetthisdateeachtimeyouopenthesoftware.)


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CustomizingCompanyNamesYoumustcustomizeeachcompanysnamesothatreportsandotheroutputwillbe

identifiedasyours. Tocustomizeaname,clickMaintainonthemainmenuandselect

CompanyInformationtoopenthewindowillustratednext. Youthentypeyourname

orinitials

at

the

end

of

the

Company

Name

and

click

OK

to

store

the

changes.

PeachtreeKeyboardShortcutsKeyboardshortcutsaremethodsofexecutingsoftwarecommandswithoutselecting

commandsfromamenu. Youmayalreadybefamiliarwithkeyboardshortcutsbyusing

othersoftwareapplications. Peachtreewilloftenlistthekeyboardshortcutfora

commandalongside

its

menu

command.

For

instance,

if

you

click

Edit

on

the

main

menu,youwillfindthattheCopycommandlistsCtrl+Casthekeyboardshortcutforcopying. Toexecutethisshortcut,highlightthetexttobecopied,pressandholdthe

Ctrlkeyonyourkeyboard,andthenpresstheletterC.


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Thefollowingtablelistsfrequentlyusedkeyboardshortcuts.

EditingCommands KeyboardAction ActivityCommands KeyboardAction

Cuthighlighted

textCtrl+X Openhelpfilesfortheactivewindow F1

Copyhighlighted

text

Ctrl+C Findatransaction Ctrl+FPastecopiedtext Ctrl+V Openacompany Ctrl+OUndoediting Ctrl+Z Backupacompany Ctrl+BDeletecharacter

torightofcursor

Del Restoreacompany Ctrl+RDeletecharacter

toleftofcursor

Backspace Openthelistofopenwindows

F10Deletea

transaction

Ctrl+E Opendropdownlistforanitem

Ctrl+LSavea

transaction

F5 Showlist Ctrl+S

Spellcheck F7 Print Ctrl+PMove

to

next

fieldTab

Moveto

previousfield

Shift+TabMoveto

beginningoffield

HomeMovetoendof

field

End

Move

up

or

downaline Uparrow

or

downarrow


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UsingPeachtreeHelpHelponusingPeachtreeisonlyoneclickaway. Toopenthehelpwindowillustrated

next,pressF1onthekeyboardorselectHelponthemainmenuandclickPeachtree

AccountingHelp.

TheContentstabprovidesgeneralhelpbytopic. Unlessyouwanttostartwitha

generaloverviewonatopic,thismethodoftargetingspecifichelpcanbeverytime

consuming.

TheIndextabfunctionssimilartotheindexforabook. Ifyouclickthistabandtypec

inthekeywordsearchboxthentopicsbeginningwiththisletterwillbedisplayed

beneaththesearchbox. Youcanthenopenaparticulartopicbydoubleclickingit.


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PeachtreeComplete2009 AnIntroductiontoPeachtreeCompleteAccountingPage10

IfyouclicktheSearchtabthenyoucansearchforatermorseriesoftermsappearingin

anytopic. IfyoutypedaccountsreceivableinthesearchboxforthistabandthenclickedListTopics,Peachtreewoulddisplayresultstotheleftthatcontainedtheseterms.

Ifyou

then

scrolled

down

the

topic

list

and

double

clicked

the

first

topic

named

AccountsReceivable,contentsforthistopicwilldisplaytotherightwithsearchterms

highlightedasillustratednext.

YoucanalsoclickthePeachtreeiconatthetopofthehelpwindowtoaccessonlinehelp

atPeachtreeswebsite.Whenusingonlinehelpforthefirsttime,youwillneedto

createaPassportaccount. Peachtreeprovidesonscreenpromptsforcreatingthis

account.

ClickingXwillclosethehelpwindow.

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slater11e_introPT09