Getting Acquainted with Peachtree
1. The Peachtree Environment (2007-2008)
2. The Peachtree Navigation Centers (2007 Only)
3. The Peachtree Environment (2003-2006)
4. Using the Menu Bar
5. Using the Main Application Toolbar (2004-2006)
6. Learning Common Business Terms

Setting Up a Company
1. Creating a Peachtree Company
2. Setting Customer Defaults
3. Setting Vendor Defaults
4. Setting Inventory Defaults
5. Setting Payroll & Employee Defaults
6. Setting Job Defaults
7. Making a Backup
8. Restoring from a Backup File

Using the General Ledger
1. General Ledger Default Settings
2. Adding Accounts
3. Deleting Accounts
4. Adding Account Beginning Balances
5. Adding General Journal Entries
6. Basic General Ledger Reports
7. Entering Account Budgets (2007-2008)
8. Entering Account Budgets (2003-2006)
9. The Cash Account Register

Starting Accounts Receivable
1. Setting Up Accounts Receivable Defaults
2. Adding Customers
3. Adding Customer Beginning Balances
4. Setting Statement and Invoice Defaults
5. Sales Orders & Invoicing
6. The Sales Orders Window
7. The Sales/Invoicing Window
8. The Receipts Window
9. Statements and Finance Charges
10. Selecting Deposits
11. Changing a Record ID

Starting Accounts Payable
1. Setting Up Accounts Payable Defaults
2. Adding Vendors
3. Adding Beginning Balances for Vendors
4. The Purchase Orders Window
5. Entering a Drop Shipment
6. Select for Purchase Orders
7. The Purchases/Receive Inventory Window
8. The Payments Window
9. The Select For Payment Window

Adding Inventory
1. Adding Inventory
2. Removing Inventory
3. Entering Inventory Beginning Balances
4. Building and Unbuilding Assemblies
5. Making Inventory Adjustments
6. Changing Item Prices

Creating Payroll
1. Adding Employees
2. Adding Employee Beginning Balances
3. Paying a Group of Employees
4. Paying an Employee
5. Creating a Flat Rate Payroll Field
6. Creating a Calculated Payroll Field
7. Payroll Formulas

Account Management
1. Writing Checks
2. Voiding Checks
3. Reconciling the Bank Accounts
4. Changing the Accounting Period

Using Sales Tax
1. The Sales Tax Wizard (2008 Only)
2. Sales Tax Authorities (2007-2003)
3. Sales Tax Codes & Exempt Sales (2007-2003)
4. Collecting Sales Tax
5. Paying Sales Taxes

Using Quotes
1. Entering Quotes
2. Converting Quotes

Job Tracking
1. Setting Up a Job
2. Setting Job Defaults
3. Entering Beginning Balances for Jobs
4. Making Purchases for a Job
5. Invoicing for Job Purchases
6. Job Tracking

Time and Billing
1. Adding Time Ticket Employees
2. Entering Activity Items
3. Entering Charge Items
4. Entering Time Tickets
5. Entering Expense Tickets
6. Billing Time and Expense Tickets

Changing System Settings
1. Changing Posting Methods
2. Posting/Unposting
3. Using the Purge Wizard
4. Using the Year-End Wizard
5. Memorized Transactions

Reporting
1. The Cash Manager
2. The Collection Manager
3. The Payment Manager
4. The Financial Manager
5. Find on Report (2005-2007)
6. Pre-Set Reports
7. Report Groups
8. Modifying Reports
9. Exporting Reports to Excel
10. Importing & Exporting Data
11. Exporting to PDF (2005-2008)
12. Modifying Screen Templates
13. Modifying Forms

The Internal Accounting Review
1. Using the Internal Accounting Review (2007-2006)

Action Items
1. Events
2. To-Do Items
3. Alerts

Options
1. Changing Global Options
2. Changing the System Date

Assets and Liabilities
1. Assets and Liabilities
2. Creating an Other Current Assets Account
3. Subtracting Value from an Other Current Assets Account
4. Creating a Fixed Assets Account
5. Accumulated Depreciation
6. Liability Accounts
7. Paying on a Long Term Liability
8. Equity

Credits
1. Entering Credit Memos
2. Applying Credit Memos
3. Entering Vendor Credit Memos

Help
1. Using the Contents
2. Using the Index
3. Using the Search Feature

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The best CPE Peachtree tutorial available.

• Designed by software training professionals.
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• Comprehensive! Includes all of the topics covered in a two-day classroom training.
• Includes the same two classroom manuals our students receive (in PDF), along with practice exercises & keyboard shortcuts!
• Customize your training with the easy-to-use menu.
• Clear, easy-to-follow, step-by-step instruction.
• Watch the training sessions as many times as you want while you practice in Peachtree.
• No messy set-up, no internet connections needed. Simply insert the first CD into your computer. The menu will launch automatically and you will be on your way to learning!
• The best way to earn your CPE hours and learn Peachtree on your own.
• The confidence in knowing your Peachtree tutorial was created by software training professionals.

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