Set up a new Company

We will open a software of Peachtree  then a window will appear  we have to chose setup a new Company

Now we will click on setup a new company there a window will appear

This is an introductory window that tells us what information we should have to proceed with the new company setup

Now we have to press the Next button here the information has to be given and initials have to be filled

Now click on next button here it will be asking about chart of account s where we have to provide severl methods for setting up your company

Now we select accrual optioin

Now posting method would be the real one

We choose accounting period according to our company setup account where we select 12 month

How to save Purchase order

Firstly go to the task bar then select the purchase order as:

Then the following window will appear as:

Give the vendor id which we can make if vendor id is not present. 

When we click on the vendor id the information of the vendor will appear then give the po no. Then give the quantity which is required and then select the item from the magnifier if item is not given then go to inventory and give the item id and description then save it but now when we fill the requirements the following widow will appear as.

And then save it 

How to maintain the payment.

Firstly go to the tasks bar and select the payment as:

  

If vendor account is made the select the vendor id to make the payment. But make sure that purchase order and purchase receive order is save. Then select the vendor id and give the check no. The following widow will appear as:

Give the quantity and item by searching and give description name and gl a/c by the name given in the chart of account and then give units. Then following widow will appear as:

then save it.

If vendor account is not save the payment will give in the apply to the expenses and then give the description and further information.

How to maintain Inventory Items

First of all open Peachtree software and open existing company then open maintain option then following will be open.

Then select the inventory items then following window will be open:

First head is use to record general information about the inventory like price level, item tax type, location, GL inventory account etc. Then click on next head custom fields then following window will be open.

In this we record alternate vendor, substitution, and special note about inventory then click on next head history then following window will be open.

In this folder we record history of inventory like period history, units sold, sales etc.

                  How to maintain Vendor

First of all open Peach tree software and existing company then select maintain option then following window will be open.

Then select vendor option then following window will be open.

Firstly we select general head in which we record contact information, account no, address, city, country, e mail, fax, telephone etc. Then we select purchase defaults then following window will be open.

In purchase default head we record purchase representative, purchase account, tax ID no, ship via like courier etc. Now we select custom fields then following window will be open.

In custom fields we record office manager, account rep, special note etc and in blank box we save extra information about vendor. Now we select history then following window will be open.

In history head we save vendor previous record for example vendor since, last invoice date, last invoice payment, last payment date etc.

How to maintain customer prospects

First of all open Peachtree software and then select the existing company then following window will be open

Now click on maintain option

After the select customer/prospects then following window will be open. There are five heads general, sales defaults, payments defaults, custom fields and history

In general head we write customer information data like address, contact number, e mail address, fax, beginning balance etc.

Now select the next head that is sales defaults.

In which we write all information about sales like sales rep, GL sales acct, resale no, price level etc and then select payment defaults.

In which we write information and method of payment and now click on custom fields.

In which we write second contact, reference, mailing list etc and then select history.

 In history folder we write history about customer like last payment amount and date etc.

How to maintain chart of account of a company using Peachtree Software?

Start Peachtree Software from desktop shortcut.

Open the existing company then  click as following.

Then this window will be open

    

Add account in software click on account ID and enter according to your books. The ID must be given in the account books. For example in the window we type account ID 105.

      

In account description write cash in bank and select tab button.

How to change an account ID?

If you want to change ID or account description then click on change ID.

Now enter in new ID then click ok.