Mastering Sage Peachtree Pro Accounting

This series shows you how easy it is to increase your productivity with basic accounting practices by using Peachtree Pro. With the help of series host, seasoned accounting professional Erin Olsen, you’ll get a solid introduction to general accounting features, as well as step-by-step instructions on how to set up a new company, vendors, and employee payroll. Whether you’re opening a brand new business, or have managed one for years, this series is filled with valuable tips to help you simplify your accounting processes and achieve better business results.

Highlights:

1- Review Generally Accepted Accounting Principles (GAAP) and how Peachtree works to ensure your accounting complies to the standards.
2- Find out how to set up Company Defaults
3- Learn how to use Peachtree tools for entering and managing accounting components
4- See how to form and report customization
5- Discover best practices for securing, backing up and restoring critical data

Course Outline:

Chapter 1: INTRODUCTION TO PEACHTREE (23 min)

1- Why Use Accounting Software
2- Getting Oriented to Peachtree
3- Using Help

Chapter 2: ACCOUNTING PRIMER (20 min)

1- Accounting 101
2- Basic Financial Statements

Chapter 3: THE PEACHTREE COMPANY FILE (28 min)

1- Preparing to Set Up a New Company
2- Using the New Company Setup Wizard
3- Working with the Chart of Accounts & Creating a New Account

Chapter 4: COMPANY INFORMATION & THE GENERAL JOURNAL (27 min)

1- Restoring Project Files
2- Managing G/L Accounts
3- Creating G/L Entries

Chapter 5: VENDORS & INVENTORY (67 min)

1- Accounting for Inventory
2- Vendor & Inventory Defaults
3- Setting Up to Sell
4- Ordering & Receiving Inventory
5- Working with Assemblies
6- Taking Inventory & Adjusting Quantity
7- Reporting on Inventory

Chapter 6: RECEIVING & PAYING BILLS (24 min)

1- Entering Bills
2- Writing a Check for a Cash Purchase
3- Paying, Printing & Voiding Checks

Chapter 7: CUSTOMERS & SALES (38 min)

1- Sales Defaults & Sales Tax
2- Working with Customers
3- The Sales Process & Creating a Quote
4- Converting the Quote to a Sales Order & Creating an Invoice

Chapter 8: RECEIVING PAYMENTS (24 min)

1- Entering Receipts of Payments
2- Making Deposits
3- Generating Statements

Chapter 9: EMPLOYEES & PAYROLL (551 min)

1- Payroll & Employee Considerations
2- The Payroll Wizard
3- Setting Up Employees
4- Running Payroll
5- Invoicing for Time & Expenses
6- Payroll Reports & Liabilities

Chapter 10: FORMS (21 min)

1- Customizing a Form
2- Adding Peachtree Data to a Form
3- Using Customized Forms

Chapter 11: REPORTS (32 min)

1- Using Pre configured Reports
2- Customizing Reports
3- Using Report styles & Report Groups
4- Writing Letters & Mail Merge

Chapter 12: CLOSING & MAINTENANCE (34 min)

1- Preparing to Close the Books
2- End of Period Housekeeping
3- Reconciling Bank Accounts
4- Closing the Books, Back Up & Restore
5- Credits