Peachtree Accounting Tips

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Peachtree is an accounting software package designed for businesses. Though Peachtree can feel unwieldy and uncomfortable, learning how to utilize Peachtree can help businesses become more efficient with their accounting, including invoicing and balancing budgets.

Make Invoicing Efficient

Invoicing is a tedious but essential task of any business. Peachtree can help make the invoicing process more efficient, especially if you have the same invoices sent out every month or a frequent customer. Create an invoice and then press “Memorize” on the Peachtree toolbar. A window will pop up with a field to enter in the invoice’s identifying information. The Peachtree software then stores the invoice in “memorized transactions,” under the “Maintain” drop-down menu for easy access every time you need it.

You can assign transactions and customer IDs to different categories of invoices to keep track of them. Open up the “Sales and Tasks” window underneath the “Tasks” menu. You’ll be prompted to enter a transaction ID, along with other information about the invoice, including customer information. With a quick glance, you can determine who the invoice goes to or what project the invoice is for, based on the transaction ID.

When you’re ready to send an invoice to a client, click on the button that says “Email” at the top of the screen. This will create an email, with an attached invoice, already filled out with the client or customer’s appropriate email address.

Customize Peachtree with Third-party Add-ons

Peachtree’s “Sage Partner Solution Source” Web page offers several add-ons endorsed and approved by Peachtree. Depending on your needs, these add-ons can make Peachtree more efficient and customized to your business. For example, Attitude Positive is an add-on designed for Peachtree users in the restaurant business, and comes with a touch screen to process customer orders off the restaurant’s menu. ActiSales allows people to run Peachtree on their PDA devices. The ArcFreight Software is designed for trucker companies and allows Peachtree users to manage their freight and packages.

Utilize Shortcuts

Peachtree software comes with a number of handy shortcuts to make finding what you need faster and simpler, especially for those who use the software every day and want to learn the ins and outs of Peachtree’s functions. Like many utilities, Peachtree uses “CTRL+F” to open a window where you can type a specific word, phrase or number to search for. “CTRL+C” is copy, “CTRL+X” is cut and “CTRL+V” is paste. Press “Alt+F4” to close the current application, “Alt+F7” to access the built-in spellchecker and “F5” to save your progress. Press "F1" if you need to access the Peachtree help guide.

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