How to maintain vendor

For maintaining the vendor you will move your cursor toward the maintain bar located on the top of the window and then left click on the “maintain” bar after that you will select the second option (vendor).

After selecting the vendors..You will get the following windows for the purpose of maintaining the vendors and where you provide the information about the vendor of the company.

Here you should provide the information of the vendor of the company for maintaining the vendor. You should provide the vendor id and name .This is the general tab of the vendor maintaining. Here you provide the vendor contact information, account number address, city, zip code and country.etc….

After provides these information about the vendor you can move the next tab of the maintain vendor windows. Which is as follow:-

Here you can provide the purchase information about the vendor like tax id, shipment information purchase rep but you must be able to provide the purchase account id like inventory id is (120).

Now you should move toward the next step of maintaining the vendor which is the next tab of the vendor account is customer fields:-

Here you can set the customs field name. This is for the purpose of setting the customer field’s name.

After this the next tab of maintain vendor is history:-

This window is for maintained the history of the vendor here you can provide the information of the vendor history to the software like purchases, payments etc…

After all you can save all the data provided to the software about the vendor. By pressing the alt key and “s” key jointly or by pressing the “save” tab located on the top of the maintain vendor window.

Maintain default setting of the vendor

For maintaining the default setting of the vendor first you move your cursor towards the maintain tab located on the top of the main screen:-

After selecting the main you should move to the third last option which is default information after this you can reach to the vendor and select the vendors… option. As the above picture tell.

After selecting the vendor option you can get the following window:-

In the vendor default setting you can enter the default data about the vendor the company.

You can provide information about the aging, customer fields and settings etc.

Here you should provide the purchase account id like (120) shown in the above picture.

How we will maintain chart of accounts

After creating a company we will maintain chart of accounts. To make chart of accounts open Peach tree software and choose the option of open an existing company following wizard will appear.

To make chart of accounts select maintain from the tool bar and click on it. Select chart of accounts from the maintain menu to proceed.

By clicking chart of accounts following screen appears. In this window you have to type account id, account description, account type. After filling all the fields click save to move forward.

 

HOW TO MODIFY CHART OF ACCOUNTS

While making chart of accounts there could be a wrong entry. To modify that wrong information click on look up button

By clicking the above button you can alter account type and account description

To change account id click the change id button following screen will appear here you can change account id by typing the right account id.

How to maintain a customer/Prospectus

After set up a company and charts of account we need to make subsidiary ledgers for accounts receivable. For this purpose we should use the option of maintain appears on the 3^rd option on the top left of the peach tree software. And select first option of customer/prospectus.

After selecting the first option you get the following window where u enter the customer id, name, address , telephone and other information of customer.

General Tab

After writing all of these information you should move towards sales defaults tab located right of the general tab.

Here you will enter the sales representative for the make a contact between company and customer. And you must enter the general ledger account for the customer. And fill other requirement like open P.O number etc.

After providing the sales default information of the customer you will move towards the next option which is payment defaults.

This option is for the credit card. If your customer use credit card for the transaction you can enter the there information regarding to the credit card of you customer here.

After that the next option is customer Fields appearing as follow:-

Here you can enter the other contact information about the same customer, reference and mailing list etc.

The next and the last option are:-

Here you can check the history about the customer and all past transaction of the customer.

After all work you should save this from top left second option of the appearing window:-

How we will maintain default information of customer

For the purpose of maintaining the default information of the customer first you click on the maintain option locates on the top of the windows. then you will get types of tabs and click on the default information and then on customer. then you will get the following widows:-

after click on the customer you will get the following information:-

then click on payment tab and fill all the default information of the customer here are different types of options like C.O.D , prepaid, due in  number of days due on day of next month, due at the end of the month at the last standard term is due at the end of the month this is for if you want to get amount of sales of the month after that at the end there is GL link accounts.:-

after that click on account aging tab you will have 2 types of invoices by:-

invoices date and due date:-

SET UP A NEW COMPANY

HOW TO SET UP A COMPANY IN PEACH TREE ACCOUNTING SOFTWARE

SET UP FOR A NEW COMPANY

After the start of the program following screen will appear. To set up a new company click “SET UP A NEW COMPANY” option and follow the next instructions.

Following is an “ INTRODUCTORY”  screen which will be appeared on the screen after clicking on “set up a new company”

This screen provide us with five options which are required to be entered in the software in order to complete our steps involved in the creation of company. Click “NEXT” to continue.

By clicking next the following “COMPANY INFORMATION” wizard appears on the screen. Here you have to provide company information such as name, address, telephone no, business type etc. The minimum requirement to proceed is company name. After filling the below shown wizard, we click the “NEXT”  button to continue.

After filling all the required information in “company information” wizard, following “CHARTS OF ACCOUNTS”  screen will be appeared. You can choose among several methods to setup the charts of accounts. We will go for “BUILT YOUR OWN COMPANY” because we are going to maintain records of our own company . As we are setting up a new company.

By clicking “NEXT” following wizard scheme of “ACCOUNTING METHOD” will be appeared on the screen. This screen gives us two options accrual system and cash system. Accrual method is followed where we accrue expenses and income whether paid or received or not where as in cash based accounting method transaction is recorded only when cash is paid or received. We select “accrual method” and then click “NEXT” to continue our procedure towards creation of a new company in peach tree accounting software.

By clicking next following “POSTING METHOD” window appears. In real time posting method the transactions are posted to the ledger as they are entered and saved. While in Batch, transactions are saved by the program and then posted in a group. We select “Real time” option and click “NEXT” to proceed.

We get the following screen of “ACCOUNTING PERIOD” on implementing the above procedure. From this wizard of “Accounting period” we select the option of “12 month accounting period” as per our requirement and then click on “NEXT”  button to proceed.

After following the above procedure we reach to the “Monthly accounting period” screen. We select “January” as Month and “2013” as year for our requirement, “When do you want your fiscal year to start?” Then we select “March” as month and “2013” as year for our requirement of “What is the first month you will be entering your data?” After this we select “2013” in our requirement of “What is the first year you will be entering payroll?” After filling this we click the “NEXT” button.

By clicking next “CONGRATULATIONS” screen appear. This is the last wizard involved in the creation of our new company in peach tree accounting software. In this wizard we press the “FINISH” button after which a new company starts its creation.

How to open a file in word

How to open a file?

          To open the file first move your cursor to top left and left on the Microsoft word than click on open or (press control button and key “O” together) you can see a window here you can access to your file when you reach the file then click on file and press open.

Opening Microsoft Word Documents

We'll shortly add an address to the top of our Library Complaint letter. Before we do that, we'll learn how to open a file. After all, you might have closed down Microsoft Word, or your computer might have crashed. The result being that you no longer have your library letter loaded into Word. So here's how to Open a file you have saved, and want to work on again.

From the File menu, click Open:

The Open dialogue box appears, and looks like the image below:

The Open dialogue box looks very similar to the Save As dialogue box. "Save in", "File name", and "Files of type" work in exactly the same way as the Save As dialogue box. Notice, though that the File name text box is blank, and the Open button is not available. It has been greyed out.

The reason that the Open button is greyed out, and therefore not available, is that text box is empty. Once you select a file, the Open button will be ready for us.

But the text box is empty because no file has been selected. A file is selected from the larger white area in the middle. Clicking on the file once with the left hand mouse button will select a file. In the previous image, there was only one file available for selection - a document called "rrKeyCaps.doc". That is not the one we want.

To locate the file we want, we need to open the folder called "My WP Projects". Because that's where we saved it. You can see from the image that this folder is in the list of folders, just below the folder called My Pictures:

You can see also that we are in the folder called My Documents. To open up the folder we want, simply double click it. This will take us inside the My WP Projects:

The whole Open dialogue box now looks like this:

The file we want, Library Letter, has been clicked on. As a result, the Open button is no longer greyed out. We can go ahead and click it. When we do, our letter will open in Microsoft Word.

To recap then on how to open a file. Do the following

· Navigate to the folder where the file was saved

· Click on the file to select it

· Click the Open button

OK, now that you know how to Open a file, we can start adding the address to our letter.