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Peachtree Tutorial Topics Covered
The most comprehensive Peachtree tutorial available. Covers all of the
same material as a two-day classroom training - Introductory & Advanced.
Save even more with a Platinum or
Premium Package.
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 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
Choose the Peachtree tutorial
learning package that is right for you.
Deluxe
Peachtree tutorial includes the same CDs you receive in the Classic
tutorial, plus two classroom instruction manuals (in PDF)
with practice exercises and keyboard shortcuts. Use the step-by-step exercises
as you work in Peachtree for the most realistic practice possible.
Premium
Peachtree tutorial is for those who want the power that comes
with a deeper understanding of their financial numbers. Combine your Peachtree
tutorial with your choice of either our Deluxe
Excel tutorial or Deluxe Crystal Reports
tutorial. Learn to easily export Peachtree data into Microsoft Excel
or create dynamic, content-rich reports in Crystal Reports. Change a report's
appearance or filter data in ways that you can't in Peachtree. Perform
advanced functions and calculations on your data.
Platinum
Peachtree tutorial features all three application
tutorials. You'll receive Deluxe versions of Peachtree, Excel and
Crystal Reports tutorials for one low price!
Comprehensive!
Includes
all of the topics covered in a two-day classroom training.
Deluxe
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 learn Peachtree on your own.
The
confidence in knowing your Peachtree tutorial was created by
software training professionals.