Peachtree Training - New Mexico

"Excellent instructor; very knowledgeable and able to hold attention.  Provided excellent clarity in teaching."

-Pat Hamby, WDC

Get your Training Quote

• Call (800) 611-1840 for Class Schedule

• Includes roundtrip airfare and lodging (for boot camps held in Georgia and Florida only)
• Hands-on instruction by a certified instructor
• Includes all course materials
• Breakfast and Lunch provided each day

Peachtree® Accounting helps you better manage your accounting, business and Internet presence. Packed with all of the basics-invoicing, bill paying, in-depth inventory tracking, payroll, order entry and over 100 customizable reports-Peachtree Accounting has the powerful business management tools to give you the insight behind your numbers.

• Peachtree Accounting - Introduction
• Peachtree Accounting - Advanced

Peachtree Accounting - Introduction

Upon course completion, students will be able to:

• Identify basic Peachtree features.
• Perform New Company Set-Up
• Understand basic accounting functions
• Perform basic General Ledger Functions
• Use standard Accounts Payable Features
• Understand basic Inventory functions
• Use standard Accounts Receivable Functions
• Use realistic activities to understand each objective

Course Outline

Peachtree Introduction

• Starting Peachtree
• Opening a sample company
• Peachtree Menus
• Navigational aids
• Using the help menu

New Company Set-up

• New Company Set-up Wizard
• Chart of Accounts
• Real-Time vs. Batch Posting
• Accounting Periods

Accounting Overview

• Accounting Terms
• Accounting Equation
• Balancing Accounts
• Balance Sheet
• Income Statement

General Ledger

• Account Numbering
• Account Types
• Journal Entries
• Reports
• Financial Statements

Accounts Payable

• Vendor Defaults
• Adding Vendors
• Purchase Orders
• Purchase Invoices
• Entering Payments
• Writing Checks
• Accounts Payable Reports

Inventory

• Inventory Defaults
• Adding Items
• Inventory Adjustment Entries
• Inventory Reports

Accounts Receivable

• Customer Defaults
• Sales Taxes
• Adding Customers
• Quotes
• Sales Orders
• Sales Invoices
• Applying Customer Receipts
• Accounts Receivable Reports

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Peachtree Accounting - Advanced

Upon course completion, students will be able to:

• Review Level 1 Peachtree functions
• Understand GL Beginning Balances and Budgets
• Enter AP Vendor Beginning Balances
• Use Inventory Assemblies and Balances
• Use detailed Accounts Receivable functions
• Comprehend and utilize Payroll features
• Utilize Time and Billing set-up and functions
• Use GL Reports
• Understand and use Utilities and Special Processing features

Course Outline:

Review Basic Peachtree Features

• Review New Company Set-up
• Review Level 1 General Ledger
• Review Level 1 Accounts Payable
• Review Inventory Basics
• Review Level 1 Accounts Receivable

General Ledger

• Account Beginning Balances
• Budgets
• General Ledger Reports
• Financial Statements
• Report Groups

Accounts Payable

• Vendor Beginning Balances
• Entering Credit Memos and Prepayments
• Entering Cash and Credit Card Purchases
• Using Select for Payment
• Accounts Payable Reports

Inventory

• Setting up Assemblies
• Inventory Beginning Balances
• Building Assemblies
• Updating Item Prices
• Inventory Reports

Accounts Receivable

• Customer Beginning Balances
• Statement and Invoice Defaults
• Entering Credit Memos and Prepayments
• Applying Finance Charges
• Selecting for Deposit
• Accounts Receivable Reports

Payroll

• Payroll Set-up Wizard
• Employee Defaults
• Adding Employees
• Employee Beginning Balances
• Paying Employees
• Payroll Tax Tables
• Payroll Reports

Time and Billing

• Set-up
• Adding Time Ticket Employees
• Adding Activity Items and Charge Items
• Entering and using Time Tickets
• Expense Tickets
• Applying Tickets to Sales

Utilities and Special Processing

• Changing Accounting periods
• Voiding Transactions
• Methods of Posting
• Peachtree Today
• Backup & Restore
• Window Templates
• Memorized Transactions
• Changing Record ID's
• Account Reconciliation

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