Posts Tagged ‘Peachtree’

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…

Spring Cleaning: Personalize and Tidy Up Your Peachtree Desktop – Part 3

Thursday, March 18th, 2010

Customize Your Customer Management

There are enough new features in the 2010 Peachtree line to warrant an upgrade, especially if you’re a version or two behind. One of these is the new Customer Management Center, available in Peachtree Complete and higher. This screen offers an easy way to manage all of your customer information in one place. Read more…

Spring Cleaning: Personalize and Tidy Up Your Peachtree Desktop – Part 2

Thursday, March 18th, 2010

An Illuminating Page

If you’re using Peachtree Complete or higher, Business Status page becomes a great asset to your company. This page lays out the key numbers related to your business, in graph and report form, like Customers Who Owe Money and Aged Payables. This maybe where you want to start every business day, as it allows you to easily see changes and progress. Read more…

Spring Cleaning: Personalize and Tidy Up Your Peachtree Desktop – Part 1

Thursday, March 18th, 2010

Now that you have suffered through winter, you know that March signals the beginning of spring cleaning. Peachtree’s interface has always been understandable and easily applied, but a little tweaking can make your daily accounting tasks easier and faster. Read part one of the series… 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…