Introduction to Peachtree Accounting 2009
Accounting
tasks are not most small-business owners' idea of a good time. Fortunately,
Peachtree can save you time, effort, and money by making these tasks easier
than doing them by hand and cheaper than paying a professional to do them
for you. Once you understand Peachtree, you'll be able to do your regular
accounting tasks yourself with far less struggle and only pay your
accountant for advice on making your business more profitable.
So join us for this hands-on training in how to perform all your basic
accounting tasks using Peachtree Accounting software. First, you'll set up
vendors, customers, and inventory items. Then you'll see how easy it is to
record typical tasks such as goods purchased, bills paid, items sold, and
payments collected. You'll also learn how to handle end-of-month procedures.
You'll be amazed how much easier your business life can become in just six
weeks!
To enroll in this course, click the Enroll Now button below:
Requirements:
Internet access, e-mail, the Microsoft Internet Explorer or Mozilla
Firefox Web browser. A general working knowledge of basic Windows commands.
Peachtree Complete Accounting 2008 or
Peachtree Complete Accounting 2009 installed on your computer.
(The Payroll tax service is not required.)
Note: this course is not suitable for Macintosh users unless they are
running it in a Windows XP or Vista mode.
Syllabus:
All courses run for six weeks, with a two-week grace period at the end.
Two lessons are released each week for the six-week duration of the course.
You do not have to be present when the lesson is released, but you must
complete each lesson within two weeks of its release.
A new section of each course starts on the second or third Wednesday of each
month. If enrolling in a series of two or more courses, please be sure to
space the start date for each course at least two months apart.
| Week One |
| Wednesday - Lesson 01 |
| In this first lesson of our course, you'll find
out how to start the Peachtree program, and we'll take a stroll
around the various elements of the software. We'll open a sample
company and get familiar with the different types of screens that
appear as you work. Throughout the lesson, you'll see how Peachtree
uses fields and records to track your information. |
| Friday - Lesson 02 |
| In Lesson 2, we'll use the New Company Setup
Wizard to create a new company and track its accounting information.
When you set up a new company, Peachtree asks some very important
questions that ensure it stores and reports information exactly the
way you want it to. We'll also take a brief look at where and how
Peachtree stores the new company information on your computer's hard
drive. |
| Week Two |
| Wednesday - Lesson 03 |
| This is one of the most important lessons in the
course! Today you'll develop your chart of accounts. Everything you
do in Peachtree is based on your chart of accounts, so we'll make
sure you know how to set yours up right. After getting your accounts
in order, you'll enter beginning balances, and then you'll run
reports to view and verify the beginning balances you entered. |
| Friday - Lesson 04 |
| You know that protecting your data is crucial. In
this lesson, you'll discover Peachtree's security features so you
can protect data from unauthorized access. You'll also learn how to
back up your data so you don't have to worry about computer crashes
or data corruption. Finally, you'll discover how, in the event of an
emergency, you can restore your data backups and continue working
with your Peachtree company data. With good security and backup
practices, you'll never need to worry about losing crucial data
again! |
| Week Three |
| Wednesday - Lesson 05 |
| One of the many ways Peachtree saves you time is
by using defaults. When you set up default information, you lay the
groundwork for customers and vendors. Then, when you create new
records, Peachtree can enter some of the data for you, and you only
need change the information if it should be different. Today we'll
work on setting up default information for vendors and customers,
and we'll see how to set up the sales taxes most businesses must
collect from customers. You'll also find out how to enter the
beginning balances for your customers and vendors so you can pick up
right where you need to. |
| Friday - Lesson 06 |
| I like to call Lesson 6 "The lesson where you
discover how to manage your stuff." By stuff, I mean the
goods and services you buy, as well as the goods and services you
sell—in other words, your inventory. You'll learn about
inventory defaults, inventory classes, costing methods, price
levels, and beginning balances. You'll also see how to create
inventory adjustments in Peachtree when the numbers on the screen
don't match your actual inventory. Finally, we'll look at some of
the standard Peachtree reports that deal with managing your
inventory. |
| Week Four |
| Wednesday - Lesson 07 |
| In this lesson, you'll begin working with
vendors —those people or companies from which you buy the goods
and services that you need to operate your business. You'll set up
records in Peachtree to store static information about your vendors,
such as their addresses, and you'll also work with purchase orders,
which tell your vendors what products you want to purchase. Finally,
you'll enter bills from your vendors so you can keep track of them
and pay them on time. At the end of the lesson, you'll see some of
the standard reports that help you manage your purchases. |
| Friday - Lesson 08 |
| Today you'll practice paying the bills you
entered in the previous lesson. You'll find out how you can write a
group of checks in one sitting, as well as how to generate and
record a single check. You'll also discover how to write special
checks, such as refund checks to a customer. And we'll talk about
easy ways to handle those bills and payments you make on a regular
basis—Peachtree can save you lots of time with its Recur feature!
|
| Week Five |
| Wednesday - Lesson 09 |
| In this lesson, we'll talk about selling to your
customers. You'll set up customer information, such as names,
addresses, and phone numbers, and then you'll invoice them for
services and products that you sell to them. You'll find out how to
create and apply credit memos to your customers if you need to, and
finally, you'll see the reports Peachtree offers to help you track
your customers and their purchases. |
| Friday - Lesson 10 |
| Today you'll learn about collecting the money. As
you know, when people buy something from you, they're supposed to
pay you for it! You'll see how to track the receipt of your
customers' money in Peachtree, whether they pay by cash, check, or
credit card. Then we'll go over how to deposit it into your bank
account correctly. We'll also spend some time talking about ways you
can encourage your customers to pay their bills on time. |
| Week Six |
| Wednesday - Lesson 11 |
| After all the work you've put into Peachtree,
you'll want to see the results in the form of reports. You'll
already be familiar with some reports from previous lessons, but in
this lesson, you'll discover how to customize those reports so they
better fit your needs. You'll also see how to send reports to Excel
for further evaluation or to a PDF file so you can share them with
others. You'll be amazed at all the ways Peachtree gives you to keep
track of your company's finances! |
| Friday - Lesson 12 |
| In this final lesson of our course, we'll work
with the procedures you typically follow at the end of a month.
You'll see how to enter General Journal entries for those
miscellaneous transactions that didn't fit anywhere else, and you'll
learn how to print and evaluate typical financial statements, such
as the Income Statement or Balance Sheet. You'll also spend some
time working with Peachtree's end-of-the-year processes. By the end
of this lesson, you'll be ready to use Peachtree long-term for all
your accounting tasks! |
To enroll in this course, click the Enroll Now button below:
Student Reviews:
Reviews coming soon! Please check back next month.
To enroll in this course, click the Enroll Now button below:
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