Global Option

Global Option

First we open the click the option and in the option menu we click the global, as you show in the picture given below,

 

The window appear the maintain Global option,

Accounting tab./ general tab/ Peachtree partner/spelling tab,

Accounting Tab:

 

 

Accounting Tab:

·         If we want to change the system in automatic e or manual we select in the accounting decimal entry and if the want to change the number of decimal place we have the optiom1 to 5.

·         Hide the general, ledger accounting, if you want to hide the account Receivable (Quotes sales order, invoicing, credit memo and Receipts) click box and if we want to open the Account Payable (Purchased order, Purchases credit, credit memos and payments) click on the box the mark sign is mark. We want to hide the payroll Entry we click the box.

General Tab:

 

 

Peachtree partner

 

Spelling tab,

 

 

 

 

How to make credit memo

How to make credit memo:

First we go on task and select the credit memos ,

This is credit memo are given below,

 

·         We select the customer id.

·         Credit number.

·         Write date.

·         Select items, and write quantity and unit price and at the end total amount is calculated.

How to save vendor credit memos in Peachtree accounting software?

How to save vendor credit memos in Peachtree accounting software?

Open your company in Peachtree and go to the task menu and select vendor credit memo. A vendor credit memo is use for the purchases returns. It means if you want to return the goods to your supplier then you have to save vendor credit memo.

The vendor credit memo is shown as follows,

In the vendor credit memo we selected the vendor id. The can recorded in vendor account. We write the quantity of good, items of good, in description write the name of the good, account number, and price of the unit and give the total amount and then save the record.  If we want to check the how many vendor credit memo we record we click on open tab the list is open. And at the end the total is given for all transactions.

 

How to maintain sale order, quotation and sale invoicing in Peachtree accounting software?

How to maintain sale order, quotation and sale invoicing in Peachtree accounting software?

Open your existing company, and go to welcome page.  After that go to task menu and click on sales invoicing.

It would be like this:

 

After going on sales invoice it will show you a window like this:

 

Now you have to select a sale order which you have made previously on this software.

 

When you select it, software shows you his order which he has placed from our company. Now he is making us payment for the goods. When you click on SO, it will show you a window like this:

Now click on shipped, enter delivery of goods which are delivered to the customer. Software will calculate the information automatically. Then it computes the final amount of customer. The window will be like this:

 

 

The software ask you for credit limit. Select OK then it will save you sales order.

This is the procedure to maintain sales order in Peachtree Accounting software.

 

 

 

How to maintain sale quotation and sale order in Peachtree accounting software?

Open your company in Peachtree accounting software and go to the task menu. In the task menu, there is an option of sale quotation/sale order, click on this option. First of all we look at the sale quotation:

When you click on quotes then the following window will be opened like this:

Select the customer ID and then mention the date in this record. Now go to the quantity and write some quantity as required. After that select the item your customer want to purchase. Write some description and then unit price. The system will automatically total the record and now you can save this record.

Secondly we look at the sale order:

When you click on sale order the window will be opened like this:

Select the customer and date for this record. Now write the quantity which customer want to purchase. Mention what product he wants from you. Then write some description and unit price, the system automatically calculate the price. Now you can save this order.

 

 

How to make payment to vendors?

How to make payment to vendors?

If you want to make payment to vendor in Peachtree accounting software then open up your company and go to task menu and click on ‘payment’ and window will be shown as follows:

Then a payment window will be opened will like this:

Here you have to make payment to vendor or customer. After choosing to whom you want to make payment, search to whom vendor you want to make payment. Now all relating transactions to this vendor is shown to you.

If you want to make payment of check then write in description and write amount. Now main thing is that you should properly mention GL account with related transaction.

 

The steric will be shown when you make payment like this:

How to maintain inventory item in Peachtree accounting software?

Start the Peachtree accounting software, and open up your company. Select the inventory item from maintain menu:

When you have selected the inventory item then it will show you a window like this:

There is a space for ID, description and item class. Here, you can make inventory items. First of all give an ID to what an inventory item you want to make. Then write description about the inventory item. Then item class tells you what class you want to make e.g. labor, stock item, non-stock item, assembly, etc.

Now in the general tab, here you have to choose GL sales account, GL inventory account and GL cost of sales account. Without these account you cannot save the inventory item. Then you can mention measure of unit and weight etc. Now you can save it.

How to record purchase order in Peachtree accounting software?

PURCHASE ORDER

If you want to enter or record the Purchase Order for the vendor then open your existing company and go to the TASK menu. The screen would be like this:

When you click on purchase order the window will be opened where you are requested to select your vendor and all information required. The purchase order would be like this:

First of all, select the vendor and after that alot him a Purchase order number. When you have selected a vendor then select the date and good thru. You can also change the discount field if you want.

 After that, enter the customer invoice number in the field. There is an option of shipment method which you want to select. After selecting the shipment method there is a field to enter account. Select the account payable here and move to the next tab.

Now mention the quantity, item name, description, per unit price of that item and total will be displayed automatically on the system. Then at last, click on save button to save this purchase order.

PURCHASE RECEIVE INVENTORY

The steps for PRI are given below:

Now again go to task menu and click on purchase receive inventory

It will show you a window like this:

Select the vendor at the top for whose you make purchase order. When you select vendor then software will show you blank page like this because you have not selected any purchase order:

When you give the purchase order then it will show you space to fill blocked area like this:

First of all, enter that how much quantity is received. Then software will make an invoice and tell you the remaining balance if any. Thank you!