How to Set Up a New Bank Account on Peachtree

To ensure the Sage Peachtree accounting program is keeping accurate records of your financial transactions, you need to set up your bank accounts in the application. Tracking and managing your bank account balances will help you stay informed about the state of your company's finances. To set up a new bank account in Peachtree, you need to access the "Maintain Chart of Accounts" utility.

Instructions

    • 1

      Launch the Peachtree accounting software on your computer.

    • 2

      Click "Maintain" from the main menu bar, then select "Chart of Accounts" from the drop-down list. The Maintain Chart of Accounts window opens.

    • 3

      Click the "New" button, then enter the information for the new bank account in the appropriate fields. For example, enter the account name, description of the account and the beginning balance.

    • 4

      Click the "Save" button to save the new bank account and add it to the Chart of Accounts.

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