HOW TO MAKE REPORT

For making the report we open the peach tree software and select the report option and this window is appear .In this window we select the account receivable:

After selecting the account receivable the window select a report is appear that shows the report area, report list and report description. In report area we click on the financial statement and then in report list double click on standard income statement and the next window appears:

After selecting the income statement the window is appear:

In which select the time frame in which range, current period is given and we select the current period.

We select the time frame and click on ok button and the income statement is appearing:

When you click excel button we have two  file option :

    

To create a new Microsoft excel work book    

Add a new work sheet of an existing Microsoft excel

We select one and click ok button.

How to use global option

Open peach tree software and click the option and select the global this window will appear:

When we click the global option then following window will appear:

Accounting:

In this window we will select Number of Decimal from 1 to 4, Hide G L Account and many Other Options than press Ok. After that we click on General than this window will appear:

General:

In general, we will select Improve Performance, Line Item Entry Display, Small Data Entry and Color Scheme after selecting press Ok.

Peach tree partners:

From here we can select the security level for our software. We can keep it Low, Medium or High as per our requirement.

In this window check Peachtree spelling and spell check option. In spell check option we will select Check spelling as you type, Suggestion speed & accuracy, Running options and Main Dictionary Language.

How to assemble inventory

First open the peach tree and click the task option this window will appear:

When click the assemblies this window will appear:

In this we should mention following information like:

Item ID: in this we will select the item id which already recorded.

Name: in this mention the name of item.

Reference & Date: Date and Reference is used record general information about date in which you record.

Now we should fill the quantity items like:

 Quantity on hand:  is already in hand for which quantity to build is assembled.

 Quantity to build: means how much quantity to build.

 New quantity: is quantity which is completed after built quantity into finished.

 Reason to build: is the information for reason why we are building or assemble the goods.

HOW TO MAINTAIN GENERAL JOURNAL ENTRY

Click on task menu and select general journal entry this window will appear:

When you click on general journal entry this window will open:

In this window we enter date which is the most important:

·         

      Reference number,

·         Account id,

·         Description,

·         Entry debit and credit,

·         And summary of entry

At the end click on the save button to save all data.

How to maintain Credit Memo - Sales Return

Click on task button from menu and select credit memo:

When you click on it this window will appear:

In this window we have to fill the following information:

         v     Customer ID

                v     Date

  v     Credit Number
 v         Quantity
 v   Item
 v         Description
 v         Unit Price
 v   Amount
 v   Job

      After that enter the SAVE button to save all the data or information.

Receipts

First of all we open the Peachtree software this window will appear:

Then click the task menu and select receipts option:

When you click this window will appear:

In this window we select the customer and the customer receipt number the following window will appear:

Then save all data.

How to maintain the sales/invoicing

Open peach tree software and click task button from menu and select sales/invoicing:

When you click on it this window will appear:

After that we select the customer, we fill the date and invoice number and select the shipped address the following window will appear:

After doing this we save it.