Certified Sage PeachTree Training Course

The Sage Peachtree Course is suitable for beginners as well as those with previous experience in accounts who are looking to refresh their skills.  

• Use a mouse 
• Type and use a keyboard
• Basic understanding of Windows
• Navigate through Windows files and folders
• Work with Windows - minimise, maximise, open and close

• Get familiar with the basic features of Sage Peachtree.
• Understand the complete accounting cycle, starting with transactions and ending with financial statements.
• Learn to process simple transactions, set up related accounts, documents and prepare financial statements 
• Learn to design, set up and manage accounting systems for Service Organizations using Sage Peachtree.
• This course is aimed at enabling the students understand the basics of Financial Accounting. 
• The students will also be given practical training on how to make Accounting entries using the ‘Peachtree’ software.

CHAPTER 1-        Getting Acquainted with Peachtree       

• The Peachtree Environment      
• The Peachtree Navigation Centers          
• Using the Menu Bar       
• Using the Main Application Toolbar         
• Learning Common Business Terms          

CHAPTER 2-        Setting Up a Company  

• Creating a Peachtree Company 
• Setting Customer Defaults          
• Setting Vendor Defaults
• Setting Inventory Defaults          
• The Payroll Setup Wizard             
• Setting Payroll & Employee Defaults       
• Setting Job Defaults       
• Making a Backup             
• Restoring from a Backup File     

CHAPTER 3-        Using the General Ledger           

• General Ledger Default Settings
• Adding Accounts             
• Deleting Accounts           
• Adding Beginning Account Balances        
• Adding General Journal Entries 
• Basic General Ledger Reports   
• Entering Account Budgets           
• The Cash Account Register       

CHAPTER 4-        Starting Accounts Receivable    

• Setting Up Accounts Receivable Defaults              
• Adding Customers          
• Adding Customer Beginning Balances     
• Setting Statement and Invoice Defaults 
• Sales Orders & Invoicing               
• The Sales Orders Window            
• The Sales/Invoicing Window      
• The Receipts Window   
• Statements and Finance Charges              
• Selecting Deposits          
• Changing a Record ID     

CHAPTER 5-        Starting Accounts Payable          

• Setting Up Accounts Payable Defaults    
• Adding Vendors
• Adding Beginning Balances for Vendors
• The Purchase Orders Window   
• Entering a Drop Shipment           
• Select for Purchase Orders          
• The Purchases/Receive Inventory Window          
• The Payments Window
• The Select For Payment Window          

CHAPTER 6-        Adding Inventory            

• Adding Inventory            
• Removing Inventory      
• Entering Inventory Beginning Balances  
• Building and Unbuilding Assemblies       
• Making Inventory Adjustments 
• Changing Item Prices     

CHAPTER 7-        Creating Payroll               

• Adding Employees          
• Adding Employee Beginning Balances     
• Paying a Group of Employees    
• Paying an Employee      
• Creating Payroll Formulas            
• Elements of Payroll Formulas    

CHAPTER 8-        Account Management  

• Writing Checks 
• Voiding Checks
• Reconciling Bank Accounts          
• Changing the Accounting Period

CHAPTER 9-        Using Quotes    

• Entering Quotes              
• Converting Quotes       

CHAPTER 10-      Job Tracking      

• Setting Up a Job               
• Setting Job Defaults       
• Entering Beginning Balances for Jobs      
• Making Purchases for a Job         
• Invoicing for Job Purchases         
• Job Tracking       

CHAPTER 11-      Time and Billing              

• Adding Time Ticket Employees  
• Entering Activity Items 
• Entering Charge Items  
• Entering Time Tickets    
• Entering Expense Tickets             
• Billing Time and Expense Tickets           

CHAPTER 12-      Changing System Settings           

• Changing Posting Methods         
• Posting/Unposting         
• Memorized Transactions             
• Using the Purge Wizard
• Using the Year-End Wizard          

CHAPTER 13-      Reporting           

• The Cash Manager          
• The Collection Manager
• The Payment Manager 
• The Financial Manager  
• Find on Report 
• Preset Reports 
• Report Groups 
• Modifying Reports          
• Exporting Reports to Excel           
• Importing & Exporting Data        
• Exporting to PDF              
• Modifying Screen Templates      
• Modifying Forms             

CHAPTER 14-      The Internal Accounting Review              

• Using the Internal Accounting Review    

CHAPTER 15-      Action Items     

• Events 
• To-Do Items      
• Alerts  

CHAPTER 16-      Options               

• Changing Global Options              
• Changing the System Date          

CHAPTER 17-      Assets and Liabilities    

• Assets and Liabilities      
• Creating an Other Current Assets Account           
• Subtracting Value from an Other Current Assets Account              
• Creating a Fixed Assets Account
• Accumulated Depreciation          
• Liability Accounts            
• Paying on a Long Term Liability 
• Equity  

CHAPTER 18-      Credits

• Entering Credit Memos
• Applying Credit Memos
• Entering Vendor Credit Memos

CHAPTER 19-      Help     

• Using the Contents        
• Using the Index
• Using the Search Feature