Home »Certified Sage PeachTree Training Course
Course Overview

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

Training DurationTotal Training Hours : 20Hours 
Training Duration : 2 Week
Total Training Days : 5 Working Days
Training SchedulesWeekdays (Sunday to Thursday)
Regular Sessions : 6 Hrs Per day (9am to 2pm or 3.00pm to 9.00 pm)
Food & refreshments Included

WeekEnds (Friday & Saturday)
Fast Track Sessions: 8 Hours per day (9am to 5pm)
Food & refreshments Included
Certifications:1) Certificate from Laurels Training Institute, Attested by Knowledge & Human Development Authority (KHDA) government of Dubai, UAE

2) Certificate from American Institute of Professional Studies (AIPS) from USA (After 15 Days of course Completion which will couriered to the attendees office address)
Learning AidsYes
Course MaterialHard & Soft Copies of Study Material
Language of InstructionEnglish
Instructor HelplineYes 
1. Email
2. Social Media (For Emergency requirements)
Registration Requirements1. Passport Copy
2. Curriculum Vitae
3. Passport size photographs
4. Course Fee
Mode of Payment:Cash / Cheque / Credit Card / Bank Transfer.
Eligibility Criteria
(Who should attend this training)
  • 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
Course Benefits
  • 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.
Course Contents / Outline

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             


Open yourself to the world and aim for success! Contact us at +971 4 3969124 | +971-50 5572242 to know more about our certification courses and training programs or visit our office : Laurels Training Institute , O Block, Hamsah Building  Above Ansar Gallery Near Bur juman Metro Station Exit #02
 Karama, Dubai, UAE . Complete our online contact form  at www.Laurelsinstitute.com or send us an email at info@laurelsinstitute.com.

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