How to maintain Customers/Prospects

How to maintain Customers/Prospects using Peachtree software

In order to maintain Customer/prospects while using Peachtree software we need to use the following  steps

First of all we have to open the Peachtree software that is installed in our computer system

After that we will open the file of existing  company of which we want to maintain Customer/Prospects. After opening the file of existing company we will click on the maintain option as given on the top of the screen and then select the Customers/Prospects option, as shown below

After selecting that the following window will appear

Here we will enter the customer id  and its name and below that is the general tab that is already selected

In general tab we will enter all the required information including contact , address country Sales tax , customer type, telephone , fax, email  etc

After that we will select the sales Defaults tab  and the following window will appear

In this window we will enter all the default information required like, sales representative, general ledger sales account, purchase order, ship via, resale number, pricing level etc.

After that we will move to Payment Defaults tab , when we click on this option the following window will appear.

In this tab we will again provide the required default information such as cardholder name ,address, city state .zip, country, default credit card number, and expiration Date .

After that we will click on the Custom field button and the following window will appear

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In this tab we will enter all the required information as shown above .

After this we will click on the history button and the following window will appear

In this tab we will enter all the required information  such as customer since, last invoice Date, last Invoice Amount, Last payment date , Last payment Amount, Last Statement Date.

How to maintain the chart of accounts using Peachtree

How to maintain the chart of accounts using Peachtree

In order to maintain accounts in the file of existing company we are required to follow the following steps:

·        At the very first we open the Peachtree software which we have installed in our computer.

·        After that we open the existing company file that we have created before.

·        After opening our company file we will select the option Maintain from the option bar. Here we select the chart of accounts and open it as shown below

·        When we open chart of account of the company the following window will display on the screen.

Here we enter the account id of our account and then we will hit the button tab to switch to other requirement that is description of our account, and entering the description we will again hit the button tab to move to the other requirement, here we select the account type .

·        After entering all the above data we will press the buttons alt+s to save it into the chart of account of our company.

Correction in chart of accounts:

·        By any chance if we have recorded the wrong account id , description or the account type of any account, we can correct it bye clicking on the look up button as shown below

And then opening the specific account that we want to correct.

·        In order to change the account id we have to click on the change id option  and then record the new account id as shown below

·         after recording the correct information we will save it.

·        The important thing that should be kept in mind is that we cannot change the recorded account if we have entered any beginning or ending inventory against that account.

Recording of Beginning balances

In order to record beginning balances we will click on the beginning balance key given on the chart of account table as shown below

After we click on the beginning balances we will select the accounting period for our transaction as shown below

After selecting the desired period the following window will appear

Here we will enter all the beginning values of the accounts.