Peachtree Help
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Products/Services
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Peachtree Training
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Peachtree Pro Accounting
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List Price:
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$199.99
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Our Price:
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$159.99
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You Save:
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$64.00
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Accepted Payments:
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Product Features
Whether you're looking to get up and running quickly, handle accounting basics
like paying bills and invoicing customers, or build custom reports, Peachtree
Accounting has what you need to streamline operations, and so much more!
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Easy Startup, Easy to Learn
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General Ledger
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Accounts Receivable
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Accounts Payable
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Inventory
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Payroll Solutions
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Time Savers and Customization
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Analysis and Reporting
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Easy Startup, Easy to Learn
Easy Startup, Easy to Learn
Peachtree gives you the tools you need to start working immediately. Just minutes after installing Peachtree Accounting 2007, helpful features like a Setup Guide and Preparation Checklist, Navigation Aids, Wizards, and a Guided Tour make it easy for you to hit the ground running.
Instructional Demos
Choose from over 20 short instructional demos to help you learn about key functions in the product such as how to make a backup, drilling down on reports, changing accounting periods, closing out the year and more!
Learn With the Guided Tour
Quickly learn how to enter customers, vendors, employees, and more with the Guided Tour! Plus, learn how to handle basic accounting transactions.
Use the Navigation Aids
With illustrations designed to match the way you work, Navigation Aids make it easier for you to understand how your transactions are processed, while giving you instant access to the features you use the most.
New Company Setup Wizard
Walk step-by-step through setting up your company with the New Company Setup Wizard and get started quickly.
Choose from Sample Company Chart of Accounts
With more than 75 sample company chart of accounts to choose from, simply select the company that most closely resembles your own, and your books are instantly set up to fit your business.
Check Off Setup Tasks as You Complete Them
Let the Setup Guide walk you through the process of setting up your company information, record data, and beginning balances, and then check the task off your list and track your progress.
Easily Convert from QuickBooks®
Use the QuickBooks Conversion utility to convert from QuickBooks 2002, 2003, or 2004.
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General Ledger
Gain General Ledger Control
With Peachtree, you can have up to 13 periods in a fiscal year, and keep transaction detail open for two fiscal years. You can also easily maintain and report on budgets, as well as show or hide your GL accounts on task screens.
Accounting Behind the Screens®
See what you want to see with the "Accounting Behind the Screens" function. With one mouse click, you can view the double-entry accounting going on, or click again to hide it, so you don't have to hassle with it.
Year-End Wizard
Save time and follow the correct steps during the critical process of closing your fiscal year.
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Accounts Receivable
Generate Customer Quotes
Quickly and easily provide your customers with estimates for their orders by printing quotes! Your quote does not actually update your accounting information until the quote is converted to a sales order or invoice.
Create and Track Sales Orders and Back Orders
Track your sales from order to invoice. Easily enter orders and track partial shipments, and always know what is on backorder with the onscreen "Out of Stock" warning or review the Sales Order Report. Plus, make sure you accurately fulfill your shipments by using the Pick List Report.
Track Your Payment Statuses
Instantly know which purchases or invoices are paid in full, partially paid, past due or unpaid so you can easily stay on top of who owes you and who you owe. Plus, use payment status tracking to view partial payment information and net due for any invoice.
Customer Statements
Use statements for billing your customers with detail from invoices, credit memos and payments automatically printed on the statements.
Receive Payments
Track each invoice until it's paid, even drill down to the detail in one click, and see how your receipts affect your balance. You also have the ability to print receipts detailing items sold and payments received upon recording Time of Sale payments.
Easily Void Invoices
Voiding invoices is as easy as voiding checks! Voiding an invoice reverses out the transaction instead of deleting it. It will automatically update your balances and aging reports, while keeping an audit trail of the original transaction.
Credit Memos
Easily create Credit Memos for your customers by linking to outstanding invoices. Just choose the invoice to apply to, record the amount returned and you're done! You can even track Return Authorization numbers.
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Accounts Payable
Bill Payment
Write your checks and pay your bills as if you were working in your own checkbook. Simply select which vendors and bills to pay, even review the invoice detail in one click, and print the checks-task done!
Write Checks Fast
Write checks on-the-fly with a simplified user interface that looks like the manual checks you're used to. And the split screen feature shows "behind the screens" allocations for multi-account tracking just like a personal finance system.
Purchase on Time
Receive partial shipments and put items in inventory before receiving a bill! Easily handle drop shipments and review reorder reports for a quick glance at quantity-on-hand, quantity-on-order and backorder information.
Vendor Credit Memos
Track returns to your vendors with easy to use Vendor Credit Memos. Just choose the invoice to apply to, record the amount returned and you're done! You can even track Return Authorization numbers.
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Inventory
Serialized Inventory Tracking
Assign serial numbers to specific individual inventory items when creating transactions and maintain detailed records for tracking, recall, and warranty purposes. You can also track actual cost of each serialized item for more accurate profit measure.
NEW! Auto-Creation of Purchase Orders based on Stocking Levels
Set it up so that Peachtree software automatically creates purchase orders for you based on minimum stock levels, re-order quantities and quantities on sales order. You no longer have to manually fill out purchase orders every time your inventory gets low!
NEW! Create a Purchase Order from Sales Order
Purchase orders are automatically created right from the sales order screen while placing new customer orders so that you can eliminate double entry and potentially fill customer orders faster!
Powerful Inventory
Know how much inventory you have, how much you've sold, and how much it's all worth. Peachtree will even automatically update your inventory after you invoice your customers or purchase new stock from vendors.
Multiple Costing Methods
You have the flexibility of tracking your inventory with a choice of various costing methods including Average, LIFO (last in, first out), FIFO (first in, first out) costing, or specific units costing.
Create Assemblies
Easily build assembly items by defining the Build of Materials in the Maintain Inventory Items screen. Simply choose the items you want to make up the assembly and everything is tracked together.
Track Item Detail
Track extensive detail on each of your inventory items, such as price levels, tax types, weight, cost method, item type, and more!
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Payroll Solutions
If you prefer to handle your payroll in-house, tools are provided in your Peachtree software to make managing your own payroll easy! This payroll solution offers you:
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Easy setup—Our simple Payroll Setup Wizard walks you through step-by-step for easily setting up your payroll records. You can establish your payroll information any time of the year.
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Complete control—The tools provided allow you to enter employee wages and deductions, track jobs, process federal and state payroll taxes, print payroll checks and W-2s, and run payroll reports—all from your desktop.
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Peachree Payroll Tax Update Service—Stay current with ever changing payroll tax laws.
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Time Savers and Customization
Time Savers
Peachtree Accounting 2008 gives you the tools to save time, allowing you to manage your business better.
Microsoft® Word Integration
Quickly create mass mailings or e-mail blitzes and other notifications such as customer newsletters, thank you notes, credit requests from a vendor and more from the contact information (i.e. customers, vendors or employees) and transaction information already contained in your Peachtree database.
*Requires Microsoft Word (2000, 2002 or 2003) and Microsoft Excel (2000, 2002, or 2003).
"Fast Add" of Customers/Vendors/Employees
Save time on data entry with the ability to "Fast Add" customers, vendors or employees from a transaction screen.
Schedule Memorized Transactions
Set up Memorized Transactions for Quotes, Sales Invoices, Purchase Orders, Payments, and General Journal entries.
E-mails Generated by Alerts
With the e-mail Alert feature, you can set the system to monitor key elements of your operations and have an e-mail alert generated when certain conditions are met to keep you operating efficiently. For instance, your purchasing manager can be notified by e-mail when an inventory item drops below a certain level, or your payroll manager can be alerted when an hourly employee exceeds a certain number of hours.
Copy Customized Reports and Financial Statements Across Companies
Save valuable time by easily copying customized reports and financial statements across companies.
Easily Change IDs
Change your Chart of Account, customer, vendor and inventory IDs even after you've entered transactions. Simply change the ID while maintaining all the historical information.
Customization
Customize Your Forms
Create and print professional, print-shop quality forms on plain paper with your company logo or other special designs using the Custom Forms Designer. With rulers and a visual grid for better placement, marquee select, alignment, an undo function and more, the Forms Designer allows you to add, delete or rearrange the fields and columns in your invoices, purchase orders, mailing labels and checks. Design your own forms using different types of objects such as data fields, text, commands, lines, rectangles and bitmap graphics.
Customize Your Financial Statements
Use the Financial Statement Wizard to customize your Income Statements, Balance Sheets, and more. Specify type styles and fonts for each line and customize headers and footers, general ledger account masking, columns and fonts.
Create and Print Deposit Tickets
You can easily create and print Deposit Tickets. Save time using this printed record for your bank deposits of your receipts recorded in Peachtree. Deposit Ticket Forms are also available from Peachtree with your company name, financial institution heading and MICR encoding.
Get the Data You Need, in the Format You Prefer
Eliminate trial and error printing by previewing onscreen the layout for your Invoices, Checks, Labels and more before ever printing. Includes the ability to zoom in and out.
Customize Your Task Screens
Set up your data entry windows to match the way your business works! Simply select which fields you want to show or hide for a "clean" screen and more efficient data entry.
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Analysis and Reporting
Peachtree Accounting 2008 provides the reporting and analysis tools you need to always know where your business really stands!
Get Finances in a Flash
Get a snapshot view of your business's overall financial performance with the Financial Manager function! Obtain a business summary and key balance information so you see the full picture in minutes, without creating reports. You'll review such popular ratios as Cost of Sales, Profit Margins and more, as well as up-to-the-minute balances on cash, accounts receivable, and other vital information.
Check Out Your Cash Flow
Quickly and easily perform "what if" analysis to understand the impact of changing business conditions with Peachtree's Cash Manager. It displays the projected cash status for your company for a selected period of time. See balances for receipts, payments, payroll, and other cash broken down by dates due.
Collect from Your Customers
Display both by list and graphically the aging status of your customers who have open invoices and print collection letters for those customers with overdue accounts with Peachtree's Collection Manager.
Pay on Time
Use the Payment Manager to drill down through four levels of aging analysis so you always know whom you owe, how much and when it's due. Plus, check off a batch of invoices to pay and print checks.
Peachtree Today®—My Business Page
The My Business page in Peachtree Today provides a concise, graphical way for you to review your business status information onscreen with one quick glance and without having to run separate reports. Plus, you can customize your setting preferences on the onscreen accounting information statuses.
Peachtree Today — Daily Register Report
Stay on top of your business activities with the Daily Register Report in Peachtree Today—showing a summary of transactions of a particular type on a given day with the ability to drill down to the detail report.
Customizable Reports
Choose from 140+ reports to better track, forecast and budget your finances and get the information vital to your business's success and growth. Customize these reports to look the way you want them to. You can also save time by grouping reports to run daily, weekly, monthly or at year-end.
rt data into a new Microsoft Excel spreadsheet with one click! Hit the Excel toolbar button and copy report data from the Select a Report window or from the reports displayed in the Report window. Peachtree will open the Microsoft Excel program and insert the report data into a new worksheet for you, and will even keep most of your report's original format.
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The Allday Consulting Group provides remote access
technical support & training services for Peachtree and
QuickBooks Accounting software in Alabama (AL), Alaska (AK),
Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT),
Delaware (DE), Washington DC , Florida (FL), Georgia (GA), Hawaii (HI),
Idaho (ID), Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY),
Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI),
Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE),
Nevada (NV), New Hampshire (NH), New Jersey (NJ), New Mexico (NM),
New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH),
Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Puerto Rico (PR), Rhode
Island (RI), South Carolina (SC), South Dakota (SD), Tennessee (TN),
Texas (TX), Utah (UT), Vermont (VT), Virginia (VA), Washington (WA), West
Virginia (WV), Virgin Islands(VI), Wisconsin (WI), and Wyoming (WY).
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Copyright © 2003-2010
The Allday Consulting Group, LLC
Certified Public Accountants
2901 N. Causeway, Blvd.
Metairie, Louisiana 70002
Toll Free Phone: 800-259-4213
Toll Free Fax: 1-877-834-8218
Company Site:
www.AlldayCPA.com
Developed By: Danny Allday
info2010@alldaycpa.com
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