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Friday, 29 March 2013

Setup for a new company( using Peach Tree)


Setup for a new company
The Peach tree software is required for the setup of a new company
When the Peach tree software is open the following window will appear on the screen

This is an introductory window that tells us what information we should have to proceed with the new company setup.
After that we will select the “set up a new company” option. When we select this option the following window will appear.




After reading the requirement table as shown above we will click on the next option and move to the next window which will appear as follows
Now we have to fill the information required for the new company setup, after completing the above requirement we will again click on the next button, as appeared on the screen.
When we move to next window the following window will appear on the screen.















Now we are required to select the method for setting up the company, for instance we will build our own company for this purpose we will select the option named as “build your own company”.



After we select this option we will click on the next option and the following window will appear.
 
Here we select the accounting method which we prefer for our new company, after selecting this and clicking on the next button the following option will appear

Here , we select the Posting method that we prefer for our accounting transactions, there are two methods that are Real Time and Batch . After selecting , we will click on the next button and the following window will appear.

From here we will choose the accounting period structure that we want for our company to use. If we choose the 12 monthly accounting periods  and click on the next button option the following window will appear.

In that window we will choose the first fiscal year to start, the first month that we will be entering data and the first year will be entering payroll. After providing that information we will click on the next option and the following window will appear.

This window is basically the notification that our company has been created successfully , after receiving this notification we will click on the finish button. When we click on the finish button the following screen will appear.

This is the welcome page for our new company giving us the option to explore our business.


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