Tuesday, 12 March 2013

Setup of Peachtree account


Setup of Peachtree account
Firstly we open Peachtree account and we see that a window appear in the screen

Secondly after this we click on open “setup a new company “when we click on this new window appears on screen new” company setup introduction”


In this window 5 steps appear in the screen first step is you mention company name and address and here we establish a new company then we specify a company name foe example (0027) and also mention address

In 2nd step you mention the charts of accounts of the company in this sometimes we copy the charts of existing company and often we establish our own company’s charts of accounts
In 3rd step your accounting method we chose one method for our company basically
 Two accounting method use
·       Accrued
·       Cash
4th step your posting method here we chosse one method for our company
·       Real time
·       Batch
And last 5th step your accounting pertiod here we choose time it might be 12 month or less or more than 12
And after all of this if you want help than click help buton and if not than click on continue

And when we press on next then new window appear




When new window appear than fill the following columns you must fill the name and address columns if you not filled it than you can not go to the next window after all the information press the next button go to the next window
After this window new window appear “CHARTS OF ACCOUNTS “


Here you mention all the charts of accounts properly firstly you chose one option and than post the all charts of that company charts of accounts also present online you copy and paste it and click the next button


After this window new window of “accounting period appear”
Here you chose one accounting period for your company one is “ accrued “ and other one is “ cash “ after choosing click on next button


Next window of “posting method appears” here you also chose one method one is “real time “and one is “batch “and then click next button

Next accounting period window appear here you chose one accounting period if you choose 12 month accounting period then click option one and if you choose more then 12 month then click on option 2 and click on next button for go to next window


In next window you chose the” monthly accounting period “in first column fiscal year already selected after this you select first month when your business enter and click next button


After this last window appears that is “congratulation “here this window that you complete the whole process and your company formed in “Peachtree “account and click the “finish button “


1 comment:

  1. In Name and address window, you should write name of company. this is the minimum requirement here.

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