PEACHTREE ACCOUNTING FOR WINDOWS

NEW 2009 Classes

NEW One Day Accounts Receivable

• Configure Peachtree’s Defaults settings for Customers,
• Define Sales Tax – configure state, county and local records.
• Setup and maximize use of Customer Records.
• Enter Customer startup or beginning balances when switching from another accounting program.
• Define Statements & Invoices printing options, warning messages etc
• Enter & Convert Sales Quotes to Sales Orders or Sales Invoices.
• Enter Sales Orders.
• Enter Sales Invoices.
• Void Sales Invoices and understanding the accounting effects versus deleting.
• Enter Receipts – full and partial including Credit Card payments.
• Enter Prepayments and application to apply to open Invoices.
• Enter Credit Memos – Open and Specific types,
• Enter Product Returns including RMA’s
• Refunds - Customer overpayment or credit balance.
• Printing Sales Invoices – Packing Slips and more
• Invoice Design overview
• Printing Customer Statements
• Month or Period End A/R Reports and Group Reports
• Use and modification of the LIST feature
• Accounts Receivable Graphical Menu and Shortcuts (Dashboard)

NEW One Day Accounts Payable

• Configure Peachtree’s Defaults settings for Vendors,
• Setup and maximize use of Vendor Records.
• Enter Vendor startup or beginning balances when switching from another accounting program.
• Selection Conditions for creating Purchase Orders
• Enter Standard Purchase Orders.
• Receiving Purchase Orders – Partial or Full.
• Enter Vendor Invoices.
• Deleting Vendor Bills or Invoices and understanding the accounting
• Selecting Vendor Invoices for Payment by groups
• Payments by Individual Vendor and Invoices
• Quick Check Payment procedures.
• Prepayment to Vendors or Check with Purchase Order required.
• Vendor Credit Memos – Open and Specific types.
• Refunds from Vendors.
• Apply – Vendor prepayments and credit memo’s.
• Printing Purchase Orders
• Purchase Order Form Design overview
• Printing Accounts Payable Reports – adjusting data field listing & column layouts
• Month or Period End A/P Reports and Group Reports
• Use and modification of the LIST feature
• Accounts Payable Graphical Menu and Shortcuts (Dashboard)

The Essentials of Peachtree Accounting

3 Day Course

This is a three-day course designed to teach the Peachtree Software user the basics of using Peachtree Accounting for Windows. The course takes the student through setting up a new company, setting up all facets of the software, doing daily and monthly/period tasks, printing various reports, and using utility and special processing functions.

Essentials of Financial Formatting and Forms Design

One Day Course

This one day course is designed for the experienced user of Peachtree Accounting for Windows or for the individual that has taken the elemental course and wants to augment their knowledge of their accounting system. This course will guide you through the secrets of financial statement formatting, and forms design. This course will allow you to format your financial statements the way you need them and to change the pre-existing forms to your liking. Pre-requisite essentials course or permission from the instructor.

 Crystal Report Writer

One Day Course

This one-day hands-on course is designed to teach the Peachtree Software user the basics of using Crystal Report Writer. The course teaches the student how to Preview and Print Crystal Reports, Create List Reports, Create Grouped Reports, Format Reports, and Create Chart and Map Reports. This is an interactive learning opportunity for users that need to get more out of their reports than just the standard options that the software provides.