Peachtree
Peachtree is an accounting application for small and medium-sized businesses (SMBs) made by Sage Software. Peachtree enables comptrollers and managers to automate and manage numerous accounting tasks, like:
- Reconciling accounts payable and receivable.
- Creating financial statements, check invoices.
- Tracking banking transfers and payroll.
- Importing and manipulating spreadsheets.
- Integrating scanned documents like checks, receipts and invoices, eliminating paper from the accounting process.
- Sage Software’s release of Peachtree Premium Accounting for Construction is customized specifically for the needs of subcontractors, contractors and operations managers in the construction industry.
Duration
01 Month (24 Hours)
Course Outline
How to build a new company?
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How to Create, Change and Delete the following
- Company information
- Chart of accounts
- Customer
- Employees
- Vendors (stock items)
- Inventory
- Checkup list
- Users (with full and limited access)
How to post the following
- Sales
- Purchases
- Receipts
- Payments
- Journal
Miscellaneous
- How to change accounting period
- Decimal entry methods
- Small data entry option
- Hide/unhide inactive record
- Bank reconciliation
- Users rights and maintenance
General Ledger Reports
- Chart of accounts
- General journal
- General ledger
- Trial balance
Inventory Reports
- Inventory valuation reports
- Items costing reports
- Inventory adjustment journal
- Item master list
- Cost of goods sold journal
- Physical inventory list
- Inventory profitability list
- Inventory stock status report
- Inventory unit activity report
How to transfer data in Excel
How to create default information of following
- Customers
- Vendors
- Employees
- Inventory items
Receivable Reports
- Customers master list
- Invoice register
- Cash receipts journal
- Salesman report
- Customer ledger
- Aging of customers
Payable Reports
- Vendors master list
- Vendor leger
- Purchase journal
- Check register
- Cash disbursement journal
Final statements
- Income statement
- Balance sheet
How to do following
- Transfer data in excel
- Take back up
- Restore back up
- Close fiscal year
- Use help