1.First of All open the peachtree

2.Now open the sales invoice

3.After clicking the sales invoice following page will appear

After that we will follow the following steps

Choose the customer id

Mention the date

Enter the invoice number

Fill the customer purchase order

Enter the ways of transactions

Fill the shipping date

Enter the discount policy if any in the terms option

1: first of all we open the Peachtree accounting

After opening the peachtree we will select an existing  company

                                

2: after  that this page will appear

3: after that we will select maintain fro the menu bar

Than default information and then customers.

4: after selecting customers default this page will appear

We will first select payment terms

C.O.D= cash on delivery

PREPAID= this means that your cash should be first deposited than delivery will be done

DUE IN NUMBER OF DAYS:  this means that if a customers buy the products through credit cards and made whole payment with in 10 days then he will be given 2% discount.

DUE AT END OF MONTH: it means that payment will be made on the end of month

GL SALES ACOUNT: in this we can set the accounts by double clicking on the space given in front of GL sales account.

DISCOUNT GL ACOUNTS:

5: after payment terms we will select account aging

In this you can see 2 types of age invoices.

a.       invoice date

b.      due date

now its our choice that whether we select invoice date or due date

6:after account aging we will select customs field

1: First of all we will open the peachtree accounting

Then chose the existing company

 2: After opening the existing company this page will appear and from here we will chose maintain

After choosing maintain we will select customer perspective.

 3: Then we will select general

In this we will write the contact info of the customer

Ship name

Address etc

4: Then we select sales default

In sales default we write sales representative

Ship via

Resale number

Pricing level

 5: Then we select payment and defaults

In this we write about the credit card holder’s information

Its expiration date

6: Then we select customs and fields

In this we can change the whole information by going in default information

 7: Then we select history

In this we write the record

Last invoice date

Last invoice amount

Last statement date

Setup a new company

1. Open Peachtree software to set up a new company .following is the picture of the Peachtree software:

                                             

2. by clicking on the second option” Set up a new company”  the following window will appear:

                                   

This is an introductory window for New Company Setup and will guide us through this process. We should be having following information to go through this process.

3. After clicking on the next button it will take you to the “company information “window, in this you will have to fulfill all the requirements according to the type of company you want to make.

                     

To proceed further at least you should have your company name.

4. After clicking on the next button, the new window will appear which will show you the window of “Chart of Accounts”. 

This window tells you about the several methods for setting up your company.

                     

As you have performed all steps of making your own new company, so you will click on the last circle

  “Build your own company” which will take you to the next window of Accounting Method.

5. This will ask from you about the Accounting Method you want your company to be used. Either Accrual or Cash.

                           

Depending upon your need and requirement you select the Accounting Method and press Next button to proceed further.

6. This window will tell you about the Posting Methods how you want your company to process transactions. Either Real time or Batch.

                         

By clicking on any of the one option press next button to proceed further.

7. The following window will appear after clicking the next button. It will ask you about the Accounting Periods you want to select for recording your transactions of the company.

              

After clicking on any one of the option click on the next button to proceed further.

8. This window will ask you about the Monthly Accounting Periods. It will ask you three options.

Fulfill your all the requirements and press the next button to proceed further.

                                                                                      

9. A Congratulation window will appear which identifies that you have fulfilled the requirement information for setting up a New Peachtree Accounting company.

                                                              

By clicking on the Finish button, it will complete its all information by merging the entire requirement.

10. The new company is build and all the steps and data is given to make future changes in the company.

maintain charts of Accounts

1.open the peach-tree software .

2.go to set up a new company and follow the steps and go to welcome page to make the maintain charts of accounts .

3. after entering the sample charts of accounts à click on the beginning Balances to select the period at which we have to enter the beginning balance to calculate the net income.

                                            

4. after selecting the beginning date of account ,click OK button to proceed further. We will enter the amounts according to our account type, either Dr or Cr. And in the end the total from both sides will come equal.

5.  after the balances come equal, press the OK button which is on the top of the bar to save the Charts of Accounts you made.