Welcome to Peachtree Today!
Peachtree Today is the information center for your company's data. Use the Welcome page to navigate to other sections of Peachtree Today. My Business displays up-to-date, key financial data about your business, while the Daily Register displays a listing of your company's posted transactions for the current date. My Resources displays details on various Peachtree services and can connect you directly to the Internet.
Navigation Aids offers an alternate way to open windows, maintain records, initiate tasks, and run reports; this page also provides useful product tips like the one you're reading now. Finally, the Preferences page lets you customize Peachtree Today so that it works just as you want it to.
Use Shortcut Keys
Use your keyboard to perform common functions with shortcut keys! Some useful shortcuts include:
| F1 | Displays online Help about the current window. |
| CTRL+F | Displays the Find Transactions window. |
| CTRL+P | Prints displayed reports, invoices, checks, purchase orders, and so on. |
| CTRL+B | Displays the Backup Company Data window. |
Tools That Teach
To learn Peachtree Accounting quickly, you can use several tools from the Options menu including: the Custom Toolbar, which shows the transaction date and current period and gives you access to Peachtree Today, and the Navigation Aid Bar, which shows the flow of accounting information.
Peachtree Offers a Helpful Tutorial!
The Guided Tour guides you visually through basic transactions in Peachtree Accounting and also provides overviews of the newest features. To start the online tutorial, select Peachtree Accounting Tutorial from the Help menu.
What's This Field for? 
To quickly display pop-up information about a field or object, select What's This? from the Help menu or press Shift+F1. Your mouse pointer will change to a question mark symbol. Then, click the field or object you want information about, and a pop-up definition will appear. To close the pop-up window, click inside it.
Another way to get field-level Help is to use your right mouse button. Right-click the area you want Help on, and choose What's This? from the pop-up menu that appears.
Tap Peachtree's Customer Support and Service Skills
Have a burning question for Peachtree Customer Support? Want to offer feedback on Peachtree products? Choose the Customer Support and Service option from the Help menu. This will offer additional options for viewing information about and contacting Peachtree Customer Support.
To learn how to use the Peachtree Accounting Help system, click here or select How to Use from Peachtree's Help menu.
Browse Peachtree's New Help System
Peachtree has updated its Help system to the new HTML Help format. Based on the same easy-to-use format found in Microsoft Internet Explorer Help or Microsoft Office 2000 Help, HTML Help allows you to navigate through topics as you would in your Web browser. Click the Table of Contents, Index, or Search tabs to locate Help topics. And, you can add frequently referenced topics to the Favorites tab.
To learn how to use the Peachtree Accounting Help system, click here or select How to Use from Peachtree's Help menu.
The Navigation Aid or the Menu?
Open major windows from either the Navigation Aid or the standard menus. At the bottom of Peachtree's main window is the Navigation Aid, a graphical representation of common accounting task flows in Peachtree Accounting. To open the Navigation Aid, click the button corresponding to the area (such as Payroll) that you want to view, and then click the task you want. Or, select a menu, and choose any of the available options.
Enter Data Your Way (Part 1)
ENTER or TAB—Your Choice
In most programs, you press the TAB key to move from field to field. Because many people find the ENTER key more natural, Peachtree Accounting lets you use either TAB or ENTER to move to the next field. Simply press SHIFT+ENTER or SHIFT+TAB to move to the previous field.
Enter Data Your Way (Part 2)
Smart Data Entry
When you press the TAB key to move to a Lookup list field, Peachtree Accounting can automatically display a list of records (for example, G/L account IDs, customers, vendors, employees, items, and so on). Peachtree can also automatically complete a Lookup list field entry for you as you start typing. To enable these features, choose a "Smart Data Entry" option on the General tab of the Maintain Global Options window. Using these options can usually make data entry much faster and more efficient for you.
Using Lookup Lists 
A magnifying glass next to a field, or a plus sign (+) and question mark (?) next to the cursor, lets you know that field has a lookup list, allowing you to select an item from a related list of records. Lookup lists are used to select account IDs, customers, vendors, and so on. To display the available list of records click the magnifying glass, enter a question mark in the field, or click the right mouse button. Plus, to enter a new record,just double-click most lookup fields or enter a plus sign to enter a new record.
Dating Made Easy
To enter dates easily into Peachtree Accounting, use the pop-up calendar feature.
Whenever you see the calendar button (
)
next to a date field, you can click it to display the calendar and choose
a date. If the year or month is wrong, simply select either the left (previous
year or month) or right (next year or month) arrow buttons next to the
year and month.
Inventory Has Never Been Easier!
Now you can easily track those stock items you buy and sell and "build" stock items into assembled items. In fact, Peachtree automatically updates average cost, last unit cost, and quantity on hand after every transaction is posted.
But, Peachtree's inventory features are not just for retail- and stock-oriented businesses. If your company provides services, easily set up service, labor, and "non-stock" items to save you time entering invoices and receipts, while ensuring consistent data entry throughout your office.
Write Checks Fast!
To quickly write a check for a vendor, select Write Checks from the Tasks menu. A simplified, no-nonsense way to write and print checks for company expenses, this is the most efficient way to enter and print checks on the fly, just as you would in your personal checkbook. This method is ideal if the payment isn't to be applied to an invoice and the expenses aren't inventory-related.
If your vendor sent you an invoice that needs to be recorded or you're purchasing inventory items, use Payments or Select for Payments to pay your bills.
Customize Task Window Templates
Meet your business needs and save data-entry time by using Peachtree task window templates!! Data-entry templates can be customized for the Quotes, Sales and Purchase Orders, Sales/Invoicing, and Purchases/Receive Inventory windows.
If you sell stock items and need to track quantity on hand, use Peachtree's "Product" invoice template, or customize your own. And for service-related item sales, use Peachtree's "Service" invoice template, or customize it to fit your needs.
Hide General Ledger Accounts
Prevent general ledger accounts from appearing in selected accounts receivable, accounts payable, and payroll task windows by setting the option in Maintain Global Options.
Using this option can speed data entry for those transaction tasks that don't require frequent changes to your general ledger accounts. Even when hidden, the accounts are available "behind the screens." Just click the Journal toolbar button to view them.
Paging Through the Pop-Up Calendar
It's easy to move through the pop-up calendar's date fields by pressing
the Page Up key to move back a month and the Page Down key
to move forward a month.
To change the year, press the CTRL + Page Up keys to move back a year and CTRL + Page Down keys to move forward a year.
Find Transactions Quickly
Need to find an old customer invoice quickly? It's easy and can be done anywhere in Peachtree by selecting Find Transactions from the Edit menu (or pressing CTRL+F). You can search for nearly any transaction type based on search criteria including names, dates, invoice numbers, and account IDs.
In the Find Transactions window, click the Find button. Peachtree then searches your data and displays a list of transactions that match your search criteria. Simply double-click any listed transaction to display it.
Choose Your Shipper
Enter up to 10 different shipping methods for customers and vendors to help identify various carriers (for example, USPS Mail, Priority Mail, Federal Express, UPS Ground, UPS Air, Airborne Express, and so on) or to identify how an item is shipped (Courier, Overnight, Mail, South Warehouse, and so on).
When receiving or sending an item, simply choose the shipping method you want from the Ship-Via field in invoice task windows. Shipping methods are set up in the Inventory Item Defaults window.
The Right Side of the Mouse
Did you know that you can click the right mouse button to quickly display a list of records when your cursor is at a record ID field like account ID, customer ID, item ID, and more? It's one of several ways you can access a lookup list. You can also click the Lookup button (the magnifying glass) next to the record ID field, or set an option in Maintain Global Options to display a list every time you tab into the field.
Set Up Inventory Alerts
Alerts are conditions in your company that you want to be aware of as they happen so you can take further action. For example, you may want to set an alert to signal when an employee has worked over 40 hours. Or, if you use inventory, you may want Peachtree to signal you when any inventory item's quantity falls below the minimum stocking quantity.
To set up an alert, select the Alerts tab from the Action Items window. Then click the Alert toolbar to set up the alert.
Modify Prior-Period Transactions
Sometimes you may need to edit a transaction entered in a previous accounting period. This can be done easily by selecting the Open toolbar button at the top of certain task window, which displays a list of previously entered transactions. Use the Show drop-down list to select any available period, and then choose the transaction you want to see.
Note: You cannot edit transactions entered in a closed fiscal year.
Peachtree on the Internet
To find the latest information on Peachtree Software's products, services, support and training options, or to search Peachtree's technical tip knowledge base, visit our Web site at www.peachtree.com/support
Do you have Internet access on the same computer you use to run Peachtree Accounting? If so, select the My Resources page in Peachtree Today to quickly access Peachtree's Web site and other areas of the Internet.
Some Fields Are Better Left Blank
To print checks and invoices correctly, leave the check or invoice number field blank. Peachtree will assign the number when you print the invoice or check. If a number is present in the field, Peachtree Accounting assumes that the invoice or check was already issued and prints "Duplicate" on the form.
Recurring Transactions
Easily schedule repeating transactions for general journal entries, sales invoices, purchase invoices, and payments and specify how many times you want the transaction to recur. Now you can enter complex transactions like installment loans, similar monthly billings, or common depreciations. To set up a recurring transaction, select the Recur button from Sales/Invoicing, Payments, Purchases, and General Journal Entry windows.
Be on the Alert
Set alerts for those records that meet certain conditions, like when a customer exceeds a credit limit, or when a vendor's payment is past due. Peachtree notifies you of the alerts by displaying an alarm clock icon in the status bar, which you can then click to see the alerts.
To set up an alert, select the Alerts tab from the Action Items window. Then click the Alert toolbar to set up the alert.
Reimbursable Expenses—It's a Job!
To track reimbursable expenses, create a specific job for the customer's expense. For example, if you're a painting contractor, you can create a job for the purchase of paint. Whenever you make a purchase, payment, or general ledger entry, you can separate the paint cost for that customer from the rest of the purchase by assigning it to the job as an invoice line item.
In the Sales/Invoicing window, assign the expense to the customer's invoice. To create a job, select Jobs from the Maintain menu.
The Importance of Payroll Fields
Peachtree Accounting uses payroll fields to track payroll deductions, like income taxes, medical insurance, and 401(k) contributions. However, payroll fields can do much more.
Payroll fields are to your employee records what accounts are to your general ledger. They are placeholders for any totals, dollar or otherwise, that are updated by payroll processing. For example, you can set up and track vacation and/or sick time.
What History Tells You
To display a summary of activity in past periods, use the History tab on the Maintain Customers/Prospects, Maintain Vendors, and Maintain Inventory Items windows.
Customer history lists the date of the first sale, the last invoice and statement sent, and the last payment made by the customer. Similarly, vendor history lists the date of your first vendor transaction, as well as the date and amount of the last invoice and payment. Inventory item history lists number of units sold, sales amount, the number of units received and the cost amount for each period.
Recalculate Your Cash Balance Instantly
Peachtree displays your current cash balance in the Payments, Receipts, Payroll Entry, and other windows. If the word "Uncalculated" appears in any of these balance fields, select the Recalculate button to the right of the field. This instantly updates the displayed cash balance instantly.
The Recalculate button (
)
is not available if you selected the Recalculate Cash Balance Automatically
in Receipts, Payments, and Payroll Entry option in Maintain Global
Options.
Change is Good
As your business grows, you may need to update your record ID organization. It's easy to change the ID for customer, vendor, general ledger account, employee, and inventory item records, which will update all historical and open transactions with the new ID—while keeping all record information intact.
Learn how to change a customer ID, vendor ID, account ID, employee ID, and item ID
Masked Employees
To pay your employees by groups, set up consistent employee type codes in the Maintain Employees/Sales Reps window. For example, enter a six-digit code where the first two digits represent status (full, part-time, and so on), the second two digits represent the location, and the last two digits represent the department.
In the Select for Payroll Entry window, enter PAWE**, where PA is part-time, WE is West End, and ** is any department. This ensures payment for all West End part-timers.
The Importance of Making Regular Backups
Backups are a vital part of maintaining your records, particularly if you enter a high volume of data each day. Losing an entire day's work is a frustrating experience at best; at worst, it could mean disgruntled customers, vendors, and employees.
How frequently you back up data depends on your business volume. If you continually enter transactions, select Back up from the File menu daily. If you enter only a few transactions, back up at least once a week. In Peachtree, you can even set up a reminder to back up your data.
It's Pricing, But Is It Art?
The art of pricing is in being consistent. When you set up inventory items, you can determine up to five pricing levels per item. For example, you may have retail customers, wholesale customers, not-for-profit customers, and so on.
If you decide that pricing level 2 is for retail customers, make sure you enter the retail price for pricing level 2 for all items. When you enter a retail customer, always pick pricing level 2.
Employee? Sales Rep? or Both?
You can set up company workers as: employees, employees who are also sales reps, and sales reps who are not employees. Then, employees set up as sales reps appear on both employee and sales representative lists and reports. And individuals set up as sales reps appear on the sales representative lists and reports only.
Use Payroll Entry or Select for Payroll Entry to pay employees; use Payments to pay sales reps who are not employees.
Learn how to set up an employee or set up a sales representative
"Have a Nice Day!" Dunning Messages
Use dunning messages to send friendly message to your customers on their current invoices. Or, try using them to highlight a special offer or a discount. To set up or change customer statement dunning messages, select the Dunning Messages tab in the Statement/Invoices Defaults window.
Set the first bracket's overdue field to zero, and enter a positive message, such as "We appreciate your business!" This prints on the customer's current statement.
What You Can Do with Ship-To Addresses
For those customers who may have multiple locations, you can enter up to nine ship-to addresses in the Maintain Customers/Prospects window. To select the number of the ship-to address that you want to modify, just click the arrow button next to the Bill to Address field. Later—whenever you enter a quote, sales order, or invoice for a customer—you'll be able to choose from that customer's address list.
To Quote or Not to Quote
Easily create and print sales estimates and even set expiration dates by selecting Quotes from the Tasks menu. Your quotes can later be converted to sales orders or sales invoices.
Quote transactions do not appear in the General Ledger or customer record. In addition, inventory levels are not updated until the items are "shipped" from the Sales/Invoicing window.
Enter and Track Purchase Orders
To create a vendor purchase order, select Purchase Orders from the Tasks menu, and enter a number and the date the purchase order is good through. Purchase orders then appear on the Purchases/Receive Inventory window for you to receive inventory against. Only received purchase items are posted to the General Ledger and the vendor record.
To cancel an order, select the purchase order using the Edit button in the Purchase Orders window, and click the Delete button.
How to Deal with Customer Prepayments and Deposits
Enter prepayments and cash deposits from customers in the Receipts window. After entering the customer information, select the Apply to Revenues tab.
Select the Prepayment check box for prepayments, and enter the details about the prepayment. For cash deposits, simply enter the details about the payment. Customer payments entered in the Receipts window and applied to invoices appear as "Other Applied Receipts" on invoices.
How to Enter a Cash Payment or Prepayment to a Vendor
Enter a cash payment or prepayment to a vendor in the Payments window. After entering the vendor information, select the Apply to Expenses tab.
Select the Prepayment check box for prepayments, and enter the details about the prepayment. For cash deposits, simply enter the details about the payment. Vendor checks entered in the Payments window and applied to invoices appear as "Other Applied Payments" on invoices.
One Check Can Do It All
If you've received several invoices from the same vendor, you can pay them all with just one check. If you've got several vendors you need to pay, use Select for Payments from the Tasks menu. To print a single check for a specific vendor, use Payments from the Tasks menu. In both cases, select each invoice from the vendor you want to pay. When you select the Print button, Peachtree prints one check that sums up the respective invoices for each vendor.
Beginning Balances Don't Need to Be at the Beginning
In Peachtree Accounting you can enter beginning balances at any time for customer, vendor, employee, inventory item, and job records. Different from account beginning balances, record beginning balances are for historical purposes and have no bearing on your current General Ledger.
Learn how to enter beginning balances for customers, vendors, employees, inventory items, and jobs
Customize Your Own Reports and Forms
Design Peachtree reports, forms, and financial statements to match your specific business needs. From the Select a Report window, choose the report, form, or financial statement that you want to change. Then, click Design button.
For forms and financial statements, Peachtree displays a Design window where you can customize what you want. For reports, you are first prompted to enter filter criteria. Select OK to display the report in Design mode.
Learn how to design a report, form, or financial statement
Give Your Reports Style!
To give your report a new look, try applying a different report style to it. Report styles consist of a list of fonts and attributes that are used in various sections of your report like company name, column headings, data, and totals. Peachtree comes with five predefined report styles: Classic, Standard, Contemporary, Elegant, and Professional; you can also customize your own report style.
Plus, you can instantly apply a similar report style or "template" to an entire group of reports to ensure all your reports will "look" similar in style and presentation.
What's the Difference Between Plain Paper, Non-Graphic, and Preprinted Forms?
Speed. Non-graphic forms print faster, but if you want a better-looking document, especially on dot matrix printers, use plain paper forms.
For professional-looking forms that print just as fast as non-graphic forms, order preprinted forms from Peachtree Checks and Forms. Once inserted into your printer, Peachtree's preprinted forms print only the invoice and check data because the graphics are already present.
Naming Custom Fields
Create up to five custom fields for customer, vendor, employee, inventory item, and job records. To enter labels for custom fields, select Default Information from the Maintain menu. Choose the type of record you want to customize, and click the Custom Fields tab.
To enter text for the field label, select the Enabled check box.
Behind on Your Accounting Tasks?
Peachtree has an easy way to reduce that pile of receipts and invoices piling up on your desk. Select Change System Date from the Options menu to enter the correct date for in progress transactions.
Start with the oldest transactions and work your way forward to the current date.
Designing with the Right Side of the Mouse
When you design reports, forms, or financial statements, use the right mouse button to display a menu of what you can do. What appears on the menu depends on which design element you're using.
For example, in reports, clicking the right mouse button in the header area of the report will give you a selection called Show report header. In the body of the report, Show column header appears instead.
Think Before You Change That Event Default
If you choose to not display activities and transactions in customer, vendor, or employee event logs, old activities and transactions will no longer appear. Later, after the default is changed back, only new transactions entered appear.
To establish defaults for event activities and transactions, select Action Items/Event Log Options from the Options menu.
Changing Paycheck Data in Select for Payroll Entry
To process a group of paychecks, use the Select for Payroll Entry option from the Tasks menu.
But, did you know that can also modify an employee's paycheck from this window? To do this, select the employee listed in the window and click the Detail button. Edit the account or amount of the changing payroll field. Click OK to return to the Select for Payroll Entry window. Now all of your paychecks are ready to print!
Showing Events
When you select events and activities to show on the Event Log, be aware that these options are set for all companies, not just the company you're currently working with—including Peachtree's sample company, Bellwether Garden Supply.
When you change the display status of an event type, Peachtree Accounting changes the display status of that event type for all companies.
Updating Other Applications
Use Peachtree Accounting to export data to other applications like spreadsheets. Or, import information from other software applications into Peachtree Accounting.
To export data from or to import data into Peachtree Accounting, choose Select Import/Export from Peachtree's File menu.
Changing Accounting Periods
Peachtree does not close accounting periods. At the end of the accounting period, use Change Accounting Period to switch to the next accounting period. If you're in batch mode, you must first post all transactions. For both batch and real-time accounting modes, you can also choose to print checks and invoices before you change accounting periods.
And if necessary, you can even return to a previous accounting period to make adjustments.
Updating Your Tax Information
Because payroll taxes and forms change each year, Peachtree Software provides a tax service that updates your Peachtree Accounting to reflect recent changes to federal, state, and local tax formulas and tables before they occur. It also updates W-2, 941, 1099, and other payroll forms changes to help you avoid paying costly penalties.
To subscribe to Peachtree's Payroll Tax Service, call 1-800-336-1420 or visit our Web site at www.peachtree.com
Details, Details
When certain reports like transaction journals are displayed on the screen, you can review the details about the originating transaction. When your mouse pointer changes to a magnifying glass, this indicates that detail can be displayed.
When the magnifying glass appears, double-click the selected line to display transaction detail. The originating transaction should appear. From here you can edit and save the transaction with changes reflected on your report.
Learn how to drill down on transactions displayed in reports
Approve Checks Before You Print Them
In most cases you need to print a batch of payroll or payment (disbursement) checks at one time. To do this, choose Select for Payroll Entry or Select for Payroll Entry from the Tasks menu.
Did you know that you can preview the list of checks that you have selected to print before you actually print them? To do this, click the Report button at the top of the window. This prints a preview report that outlines each check to be printed and the order in which they will print.
Learn more about Select for Payroll Entry and Select for Payment
Accounting Behind the Screens
Use this tool to become more familiar with the accounting happening behind the screens, or for a quick look at how a tentative transaction will affect your books. It displays the actual journal entries Peachtree records when saving a transaction, which you can also modify by changing the account IDs for each distribution listed in the transaction.
To open the Accounting Behind the Screens window, select the Journal button in various task windows.
Printing Mailing Labels
Do you know that you can print mailing labels for your customers, vendors, or employees? Peachtree includes continuous feed labels, shipping labels, 3 x 10 address label sheets, and more. Mailing labels can be printed from the Reports menu. You can print all labels for your company or use a filter to print a custom list.
Learn how to print customer labels, vendor labels, and employee labels
Payment Status at a Glance
Quickly find out the payment status of a customer or vendor invoice. When you display an existing invoice transaction in the Sales/Invoicing or Purchases/Receive Inventory window, Peachtree displays "Partially Paid," "Unpaid," "Paid in Full," or "Past Due" in red just below the invoice date.
You can also use the payment status to create reports for sales representatives, for example, of customers who are past due.
Learn how to look up the current payment status of purchase invoices or sales invoices
Create Financial Statements in a Snap!
Peachtree comes with eight predefined financial statements. But, if you want to design a new financial statement quickly, use the Financial Statement Wizard. It guides you through setting up a basic financial statement based on your company's needs and even allows you to define column properties, account ranges, font styles, and more.
For example, you can design easily a financial statement listing only data from a specific department.
Send E-mail Messages and E-mail forms from Peachtree
Peachtree Accounting now provides fields that allow you to record e-mail addresses for your vendors, customers, and employees. To enter e-mail addresses, select the General tab of either the Maintain Vendors, Maintain Customers/Prospects, or Maintain Employees/Sales Reps window. To send an e-mail message, click the e-mail button to the right of the E-mail field.
Besides this, you can now e-mail certain Peachtree forms to your customers and vendors from either a task window or the Select a Report window.
Learn how to send an e-mail message to a customer or vendor
Learn how to e-mail a form to a customer or vendor from a task window or Select a Report
Matching Peachtree with Your Bank
Easily reconcile your bank accounts easily in Peachtree Accounting by selecting Account Reconciliation from the Tasks menu.
To assist the reconciliation process, use Peachtree's Bank Deposit report, which groups together all deposits with the same deposit ticket ID. To make things even easier, Peachtree defaults the deposit ticket ID to the deposit ticket date so you can match this ID with the same date on your bank statement.
Design Better Peachtree Forms
Peachtree has updated its Forms Design window with several new features. Modify the order in which objects print in layers. Create rounded rectangles and draw polygons. Insert, copy, or link Windows OLE 2 objects like Microsoft Word or Excel documents onto your forms. Even paste form objects from one Peachtree form to another! And then preview your form before saving or printing it.
Remember to do regular backups--custom forms can be saved with your company data.
Preview Reports and Forms before You Print
Want to see how an invoice will look before actually printing it? Interested in knowing how an invoice will appear to your customers before you actually print it? Now with Peachtree you can! Simply select the Preview button in the Select a Report window, the Forms Design window, or any task window that provides the ability to print forms (for example, Sales/Invoicing, Payments, Purchase Orders, Select for Payroll Entry, and so on).
For example, you might want to examine how an invoice will appear to the customer before you actually print it.
Purge Inactive Records
No longer using specific customers, vendors, employees, accounts, inventory items or job records? Once you close one or more fiscal years, to save valuable disk space, consider purging any inactive records from your data lists. They'll no longer have transactions associated with them.
To do this, select the Inactive check box in the maintenance window.
Learn how to purge inactive records using the Peachtree Purge wizard
Charging Freight
If you add freight charges to a sales invoice or sales order, you can enter the charges in the Freight field. The freight G/L account setup in the Inventory Item Defaults window will be credited for the income.
To tax freight on sales transactions, select the Tax Freight option for each sales tax set up in Maintain Sales Tax Codes. Then, enter the freight amount in the Freight field on the quote, sales order, or invoice; the sales tax amount will include the applicable freight tax.
Analysis Managers--What They Can Do for You
Use Peachtree's Financial, Cash, Collection, and Payment Managers to get an overall status of your company's finances, to view your current and forecasted cash flow, and to determine the current status of your receivables and payables.
From Peachtree's Analysis menu, choose which manager you need.
Learn more about Peachtree's Financial Manager, Cash Manager, Collection Manager, and Payment Manager
Copy Peachtree Reports into Microsoft Excel
To further customize and analyze your Peachtree report data use Microsoft Excel. Simply copy Peachtree report or financial statement data into Microsoft Excel by clicking the Excel button on the Select a Report window when a report is highlighted or when a report is displayed on the screen.
Note: You must have Microsoft Excel 97 (or higher) installed on your computer for this option to work properly.
Copy Reports from Another Company
If you've got two or more companies set up, now you can copy formats of reports or financial statement from one company to another. For example, you may have customized an income statement or aged receivables report. You can now use the same report format for another company.
To copy a report or financial statement format from one company into the current open company, click the Copy button in the Select a Report window.
Learn how to copy a Peachtree report format from another company
Memorize Transactions
Enter and save your common transactions for later use! Do you want to repeat a customer transaction that you previously entered several times? Or, record an existing transaction and use it for other customers or vendors? Using memorized transactions can save you from those repetitive data-entry tasks.
Accept Credit Card Payments from Your Customers
You can record your customer's credit card information (card number, expiration date, cardholder billing address, and so on) in the Receipts window or the Receive Payment dialog from the Sales/Invoicing window. Click the Credit Card button to display the Credit Card Information window, where you can enter credit card information and authorize the credit card payment.
If you want to authorize credit card transactions instantly within Peachtree Accounting and have Peachtree insert a payment authorization code for you, sign up for the new Peachtree Credit Card Service.
Learn how to enter and process customer credit card payments
Create and Maintain Your Company Web Site
You can now create and manage your company's Web site within Peachtree Accounting. The new My Web Site Center (accessed from Peachtree's Services menu) is your gateway to various Peachtree WebsiteCreator Pro services, which allows you to set up and maintain your company's Web site on the Internet. You can even export an inventory item catalog from Peachtree and upload your item catalog to your Web site.
Add E-Commerce to Your Company Web Site
After you have set up your company's Web site using Peachtree WebsiteCreator Pro, you can add e-commerce functionality to your Web site. Peachtree WebsiteTrader allows you to enhance your Web site's item catalog, add "Buy Now" buttons, and take orders from your customers on the Web! You can even transfer those sales order directly to your Peachtree company database on your desktop computer.
Access Your Peachtree Data from the Web
Peachtree Web Accounting allows off-site employees and independent accountants to access your Peachtree company data and enter new transactions securely on the Internet. The new Peachtree Web Accounting Center in Peachtree Accounting provides you an access point to the Peachtree Web Accounting service, to the PeachSync wizard, and to the Peachtree Web Transaction Center.
Learn more about Peachtree Web Accounting
Learn how to synchronize Peachtree Web Accounting data with Peachtree Accounting
Crystal Reports for Peachtree
Now, Peachtree offers the power of reporting found in Crystal Reports!
Crystal Reports for Peachtree is a special version of the popular Crystal Reports report writer designed to work with Peachtree Accounting. Powerful yet flexible, the program lets you customize reports using virtually any of the information available in your Peachtree company database.
View and Change Accounting Periods Instantly!
Now you can change accounting periods quickly within the Peachtree main window. On the Peachtree custom toolbar, click the Accounting Period button (bottom-right corner). This displays the new and improved Change Accounting Period window.
Generate Alert E-mail Messages
Now you can have Peachtree automatically generate e-mail messages when alerts conditions (set up in the Actions Items window) occur. You can generate and send e-mail messages to employees, customers, or vendors associated with the specific alert(s).
Print Customer Receipts
You can now print customer receipts in Peachtree! Simply enter or open the receipt transaction in the Receipts window and click the Print button. You can even print a merchant copy and customer copy of the receipt form. You can purchase receipt forms through Peachtree Checks and Forms
Enter and Print Bank Deposit Slips
You can now assign a group of receipts a single deposit ticket ID in one new area, the Select for Deposit window. This can make your daily bank deposit tasks a breeze. You can even print the deposit slip and take it to the bank with you. You can purchase deposit slip forms through Peachtree Checks and Forms.
Set Up Sales Price Level Names
Instead of "Price Level 1," "Price level 2," and so on, you can now assign your own sales price level names. For example, you can set up "Retail," "10% Sale," "20% Sale," "Wholesale," and "Employee Price." Price level names are set up on the new Price Levels tab of the Inventory Item Defaults window.
Calculate Item Sales Prices
Peachtree allows you to set up default pricing-level calculations in Inventory Item Defaults that will be available on every new inventory item you enter. (Existing items and their prices are not affected.) The calculations you set up act as templates or models and should contain commonly used pricing values. Creating default price level calculations saves you time and effort. Later, when you select a pricing level for inventory items (in the Maintain Inventory Items window), you can simply select the appropriate pricing level, and you're done.
Add New Customers and Vendors Instantly!
Now you can enter transactions (such as sales invoices or purchases) for new customers or vendors instantly in the transaction (task) window. Simply enter the new customer or vendor data for the transaction and save the transaction. Peachtree will detect the new customer or vendor data and ask if you want to add the new record to your database.
Learn how to fast add a new record from a transaction window
Duly Noted
In Peachtree you can add printed customer notes to quotes, sales orders, and sales invoices, as well as vendor notes to purchase orders. Now you can add customer statement notes and internal notes too. Internal notes let you record useful information that other company employees can access. Simply click the Notes button in a transaction window, when available.
Save Time and Effort with Master Stock Items
The master stock item class lets you set up item attributes (characteristics) that special stock items, called substock items, share. If you handle a line of clothing, for example, those attributes might be size and color. By creating a master stock item, you can automatically generate all the needed substock items that will share these attributes in all needed combinations. That will save you lots of time and work, compared with setting up individual stock items based on similar attributes.
Track That Order with the Ship-by Date
The Ship By date field in Sales Orders will help you remember when orders should ship and also keep tabs on the inventory needed to fill those orders. The ship-by date will show up on a number of sales reports, and you can now even set up a Sales Orders to Ship event to help jog your memory.
Is It a Deal?
Want to know if you're getting the best prices on inventory items that your company purchases? Use the Buyer field in Maintain Inventory Items to set up one of your employees as designated buyer for an item. Then use the Inventory Costing and the Inventory Profitability reports to check if your new buyer is getting fair value for money spent.
Just the Formula for Two-Tiered Sales Taxes
If your state requires that sales taxes be handled with a two-tiered structure--for example, a different tax rate for purchases over a certain dollar amount--use the Formula option in Maintain Sales Tax Authorities. Peachtree Help will tell you when and how to do it.
FAS for Peachtree and FAS FirstStep for Peachtree
Peachtree Complete Accounting now offers you the chance to meet your need for fixed assets management with the new FAS for Peachtree add-on feature. FAS for Peachtree is is a special Peachtree-compatible version of FAS fixed assets management software from Best Software, and it lets you manage up to 200 assets. You install FAS for Peachtree directly from the Peachtree Complete or Peachtree Premium Accounting installation CD.
For more management power, Best Software also offers a Peachtree-compatible version of Best FAS FirstStep, which lets you manage up to 1,000 assets. To learn more, contact Best Software.
Learn more about FAS for Peachtree and FAS FirstStep for Peachtree
Make the Custom Toolbar Your Own
Peachtree offers a custom toolbar with options that you'll use in your everyday Peachtree Accounting tasks. But Peachtree is not trying to second-guess you! You can change the default setting of the toolbar easily, to include options you want and need to work with. Peachtree Help will tell you when and how to do it.
New Company Setup: We Won't Leave You Hanging
If you set up new companies in Peachtree, you know the New Company Setup wizard automatically establishes many default settings for you. But you still have to set some important defaults and enter records and beginning balances for your company's customers, vendors, and more. The Peachtree Setup Guide will walk you through this process, helping you make sure your new company has what it takes. The Setup Guide is available from Peachtree Today.
Navigating Data Records
It just got a lot easier. In Peachtree task and maintenance windows, you'll see new Back and Next buttons. Select the Back (left arrow) button to see the previous record in the list; select the Next (right arrow) button to see the next record.
Let Peachtree Supply the Dictionary
Spell Check allows you to check spelling in various areas throughout Peachtree. Using Spell Check is a snap: Just choose Check Spelling from the Edit menu or press F7 in fields where Spell Check is available. You can even set up Spell Check to review your spelling as you type or when you save or close a record.