Maintain customer’s records and Customers Default Information

                               Maintain customer’s records

First open the Peachtree account and open the maintain and click the customers/prospects

The new windows has open

The customer account has open

The all instruction has put

Customer ID

This identifies the customer in lookup lists, transactions, and reports. Enter up to 20 alphanumeric characters for a new customer's ID.

Name

This identifies the customer's name on all accounts

Maintain Customers/Prospects

General Tab: Select this tab to set up customer contact information including bill to and ship to addresses, sales tax information, customer type, and telephone numbers.

Sales Defaults: Select this tab to enter the default sales rep, the default G/L sales account, preferred shipping method, resale number, and pricing level. You can also customize terms for this customer.

Payment Defaults: Select this tab to enter default credit card information for the customer, as well as the customer's default payment method and G/L account for applying deposits from the customer's receipts.

Cardholder's Name

Choose the credit card you want to use as this customer's default, and enter the name as it appears on the credit card in the Cardholder's Name field. You can enter up to 39 characters in this field.

Enter address; city; state; county; credit card number and expiration date

Custom Fields: Select this tab to enter data for custom fields set up in the Customer Defaults window.

Customer Custom Fields

 You can add these customized fields to customer reports.

History: Select this tab to display customer history including the most recent invoice and payment dates and amounts.

Customer Since

This is the date when you first made a sale to the customer.

Last Invoice Date

This is the date of the last invoice you sent to the customer.

Last Payment Date

This is the date of the last payment you received from the customer.

Last Statement Date

This is the date of the last statement you sent to the customer.

Customers Default Information

First open the maintain and default information and click the customers

The new windows is open is customers defaults

Customer Defaults

Payment Terms: Select this tab to set up default payment terms and G/L accounts for your customers.

COD

Select this option if you sell items COD (cash on delivery) to most of your customers.

Prepaid

Select this option if you require most of your customers to prepay for goods and services.

Due in number of days

Select this option if you require most of your customers to pay invoices within a specific number of days. For example, all invoices are due within 30 days of the original invoice date.

Due on a day next month

Select this option if you require most of your customers to pay invoices by a specified day of the month. For example, all invoices are due on the 15th of each month.

Due at the end of month

Select this option if you require most of your customers to pay invoices by the last day of the month. For example, all March invoices are due March 31; all April invoices are due April 30.

Account Aging: Select this tab to set up how invoices are aged and what aging brackets will be used for Accounts Receivable.

Invoice date

If you age by Invoice Date, this will show how old each customer invoice and balance is.

Due date

 If you age by Due Date, this will show how overdue each customer invoice is. Many people choose to age customers by Invoice Date and vendors by Due Date.

Next is a customer’s field has customers records

Enter the field labels enable or able

Finance Charges: Select this tab to set up when and how finance charges are calculated for your customers.

Charge Finance Charges

Select the Charge Finance Charges check box to allow finance charges to be calculated for all customers by default, when requested. Once finance charges are applied, they are added to your customer statements.

J L

SAMPLE CHARTS OF ACCOUNTS AND How to enter beginning balance

          SAMPLE CHARTS OF ACCOUNTS

First open the Peachtree soft way

And open the open an existing company

Your company is open and click the maintain and open the chart of account

The chart of account is open and enter the account ID and description(account name) and

Account Type

This identifies the category for which the account is used in financial statement processing. If you are unsure which type to use, ask your accountant or refer to the sample charts of accounts listed in the online Help.

Select an account type from the drop-down list.

Any account has search. the enter search button the all account has open   

                                                

Delete Select this button to delete the displayed record, if permitted.  When you're finished deleting, select Close, not save, in order to delete the records.

Note: If the record has outstanding transactions associated with it, you will not be allowed to delete the record. For example, you cannot delete an account record if there are transactions that use that account ID.

Change ID

Select this button to change the account ID for the displayed GL account record.

Save Select this button to record information entered in the window as a new or updated account record.

How to enter beginning balance

Beginning Balances

Select this button to enter the beginning balance for accounts or to adjust the balance for accounts in a previous period.

Select Period/ Select Period to Adjust

If this is a new chart of accounts and no transactions have been posted to an account, you can enter a beginning balance for the account for a previous accounting period, the current accounting period, or a future accounting period. When setting up a new chart of accounts, it is best to wait to enter the beginning balances until after you have set up all your accounts. Select the period in which you want to start your beginning balances by highlighting the period and selecting OK.  If you have already entered transactions and need to adjust a beginning balance in a prior period, select the period from this dialog box by highlighting it and selecting OK.

The windows has open

And enter the amount. The all amount has enter the peachtree software has calculated the all amount and give the Net Income

Trial Balance

This is the difference between the sum of assets and expenses and the sum of liabilities, equity, and income. When you are in balance, this amount should equal zero (the two sums should equal each other).

If you are out of balance and select OK (not recommended), an equity account will be created (or updated) to contain the difference of the out-of-balance amount.

Net Income

This is the difference between income and expenses.

J L

setup of company

                                                                                  Setup of company

As we want to set up a new company in peachtree

                                       

When this windows open and creat tha new account in peachtree

                                         

This window has account information

                                       

Thi windows has chart of account…..one chose the option

1       setup; Set up a new Retail, Service, Construction, Manufacturing, or Distibution company, using a simplified chart of accounts.

2        Set up a new company based on one of several sample companies.

3       Copy settings from an existing Peachtree Accounting company.

Select this option if you want to copy setup information from another Peachtree company or you are rebuilding a Peachtree Accounting company.

4       Convert a company from another accounting program.

Select this option if you want to import company data from Peachtree Complete Accounting for DOS, Quicken, or some other program.

5       Build your own company.

Select this option if you want to create a company from scratch. This option is recommended only for experienced users who are comfortable setting up accounting information.

Next chose accounting methods

1 ; Accrual

Select this option if your company will use the accrual accounting method. Income is recorded as you invoice customers, and expenses are recorded when you receive bills from vendors, regardless of when cash is actually exchanged. This presents a truer picture of income and expenses. Most companies use this method.

Check with your accountant to determine the method you should use in your business.

2  Cash

Select this option if your company will use the cash-basis accounting method. Income is recorded when cash (checks, money orders, or currency) is received, and expenses are recorded when paid. However, unpaid credit sales and purchases do not show on ledgers, which can present a misleading picture of income and expenses.

Check with your accountant to determine the method you should use in your business.

Next is chose posting methods

We have chose the accounting  posting  methods.

2 posting  methods

Next is accounting period

We have chose the accounting  posting  methods.

2 posting  methods

We have chose 12 month accounting period

Next is chose the accounting month period

Last is you have creat the new accounting congratulation

You have enter the finish button

Thank you

J L

Opening Microsoft Word Documents

Free computer Tutorials

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Computer Tutorials

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.