Since the system is live, any information entered while a report is being generated will not be included in the report. This should be kept in mind when running reports. Since Peachtree Accounting is a live accounting system, users can hit their refresh buttons to see the most up to date information regarding their company’s revenue, payroll, inventory, billing, accounts paid, and accounts received as it’s entered and reconciled. The Systems option allows you to manage data, backup sensitive data, and run system checks. You can also write checks, receive money, and view or edit your ledger. The Banking tab keeps your company’s finances in order by allowing you to manage expenses, deposits, bill pay, and account analysis. An easy to use reports feature allows users to keep view details at any time. Record new items into inventory, edit existing items, generate purchase orders, receive items into inventory, track inventory counts, generate reports, ship and track packages, and manage pricing as well as company services.Įmployees & Payroll helps companies manage all aspects of payroll from the initial setup of a new employee to generating forms, checks, and direct deposits. Inventory & Services tracks all aspects of inventory. Vendors & purchases is the one-stop area for all things related to purchasing, including methods for entering and editing existing vendors, creating and paying bills, voiding checks, issuing returns, and generating reports. In addition, from this tab users can generate quotes, proposals, sales orders, and invoices, enter sales taxes, receive money, and create jobs. The Customers & Sales tab features easy access for entering and editing new as well as existing customers. You may customize your main screen under Business status by choosing to customize the screen. The Business Status feature is a company at a glance feature with information regarding all aspects of the business including the amount and percentages of past due amounts to be received, account balances, invoices due, year to date revenue, a report locator, and past due amounts to be paid. The easy to use tab menu on the left side of the screen allows easy and convenient access to areas using panes that utilize photo icons to help users locate the appropriate task. The Peachtree Accounting Interface allows users to view information for seven menu options: Business Status, Customers and Sales, Vendors and Purchases, Inventory and Services, Employees and Payroll, Banking, and System. Exploring the Peachtree Accounting User Interface
#Free sage accounting software how to
In this free Sage 50, Peachtree Accounting, tutorial, you will learn how to use Peachtree to manager your small business accounting needs.