Archive for the ‘How To…’ Category

Blue Print Your Finances

Friday, July 30th, 2010

Take a Vacation From Long-Term Financial Concerns: Use Peachtree’s Budgeting Tools

As summer winds down and vacation time for your kids dwindles, you’re probably making plans for next year’s adventures. You may be relaxed from your time off and full of ideas about what—and what not—to do next summer, based on how this year’s time off went.

Peachtree’s budgeting tools can provide the same combination of relaxation and anticipation in your professional life. Rather than wondering whether you’re making enough money every month to meet expenses (and how that will play out long-term), you’ll be able to track cash flow, spot problems ahead of time, and tweak your financial blueprint. And the knowledge that budgeting affords you will help you plan for future years.

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How to: Number Invoices in Peachtree

Thursday, March 18th, 2010
Numbers

Peachtree automatically assigns sequential invoice numbers at the time the invoices are printed. For this reason, there is typically no need to manually enter a number into the “Invoice No.” field on the Sales/Invoicing screen. One exception is in an event  where you have to manually create an invoice outside of Peachtree and need to record the transaction without printing the invoice. Read more…

How to : Create Archive Companies

Monday, January 18th, 2010
Archives

As part of the purging process that often occurs around this time of year you make a backup in case you later need to access detailed records. Of course this presents some challenges. Backups take several steps to restore and you have to be careful where you place them on your network. Also, you can mistakenly modify data in a restored backup or make new entries that should be made in your live company file.

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How to : Purge Data From Your Peachtree Company

Monday, January 11th, 2010
Purge

The start of a new year is one of the best times to purge data from your Peachtree company. More specifically, the best time to purge is after you close the fiscal and/or payroll tax year. This is a healthy practice that reduces the size of files that make up your Peachtree company, and generally makes it easier to work with. Read more…