Peach tree - Maintain Charts of Accounts

Firstly we chose a Peach tree software and a window appear on the screen “Peach tree accounting “ here you chose open and existing company option and click on existing company option

After this when you press on existing company option then new slide appear on the screen “open an existing company here some option appear on the window and you chose the “Brows “button when you chose brows button new slid or window show on screen “open company “   

here you go to the “drive “ option and select an drive where you save the existing company file for example  Z  drive “ 

When you chose drive here some directories appear and you chose one 0027 when you double click on the drive new slide appear “Peach tree today welcome

Here you chose that drive where you save your existing company

When this slide appear on the upper side of that slide some bar or icon are present in this you chose “maintain “option and click on it

After chose maintain some option appear on screen here you chose charts of accounts option

When you click maintain option here new slide show on screen its “maintain charts of account “

In this window you write all the “ account id “ its “ description “ and “ account type after fill all this columns press the “Alt “ key and “S” key to save the accounts and go to the next Column chose your charts of account save in the drive .

If you want to change account type, id or description then click on search button and double click on the account that you required to change then change the following and click on save button your account will save

 To see the Accounts that you saved in the Chart of Accounts click on the “Reports” button which was in the tool bar

Now click on the forth option that was “General Ledger” the new window will appears named as “Select a report” in this window “Double click” on the “Chart of Accounts”

The new window shows you the Name and detail of your company. Where you can see all the data you saved previously in the Maintain chart of account. This window shows you the “Account ID” “Account description” “Active” and “Account Type”

Maintain beginning balances

to maintain charts of account you required following steps go to maintain menu and click on charts of account.

a new window will appear on screen here you fill all charts of accounts.and also fill all column.

after all accounts enter than click on beginning balance a new window will appear here you will select period when you enter data mean beginning balances and than click on OK button

after click on OK button a new window will appear named as charts of accounts beginning balances before enter data we check that we enter retained earning or not if no than enter retained earning account because without it software not accept data if balances enter correctly than trail balance equal to zero