The General Ledger page guides you to four different tasks. The first task involves setting up a chart of accounts appropriate to your business. Second, if you need to add additional bank accounts to an already-established chart of accounts, Peachtree shows you where to do that. Third, you set up General Ledger defaults; this involves establishing a rounding account, which is used to collect rounding differences when you choose to round totals on financial statements. The fourth and final task is entering beginning balances and prior-period adjustments for your General Ledger accounts.

While each page in the Setup Guide has a suggested order of operations, you are free to complete items on the checklist in any order you wish. Click the image of the task you want to complete. When you are finished, you'll be asked if you want to mark the task as complete, if it is not already marked. Select the Yes button, and a check mark appears in the Completed box below the task. You can still access options that are checked. The check mark just tracks your progress towards completing setup.