Maintain Customer/Prospects:

                We want to make customer account. So first we click on open peachtree software and then click tool bar on MAINTAIN to open a dialogue box:

Then we click on Customer/Prospects so open the dialogue box of Maintain customers is as show on screen:  

In this box we full the requirement of this customer who accounts are maintained. So there is two parts. 1^st tool bar of this dialogue box to show we close this box, save this account, delete this account and also show that the new account maintain and also with the help we take to help about this box. So second is first we write in Customer ID to which code are to this customer. After that we wrote the custome

r Name.

So here are five tabs in this box. First Tab is GENERAL. In General 1^st is Contact box. In contact we write the party of this company. Then second is to enter the different addresses, then open the address down list. In list there are ten addresses to select the types of address.

There are two types of addresses. One is bill to address and others ship to address. After select the bills to address then we write the address.

Then we fill the address column to write the address. Then write the City name also country name. And fill the next column to write the Telephone number and also Fax number. So wrote e-mail address and also website.

Then second tab is SALES DEFAULTS. In this Sales Defaults we fill the GT. Sales Acc. (GENERAL LEDGER SALES ACCOUNT) column to select the account which we select the account types of  customer.

If we not this fill the column of GT. Sales Acc. (GENERAL LEDGER SALES ACCOUNT) then the illegal account. So if we save this account without fill this account.

So this column is compulsory to fill.

So third TAB PAYMENT DEFAULTS. They used for Credit card whose transactions are to be via credit card.

 Then we fill the address and City name and also the country name. 

So, fourth tab is Customer Fields. In this wrote the additional customer and we can says that second customer on the behalf of first customer to transact the goods. And here wrote the Reference and mailing list and multiple sites.

  

And fifth last Tab is history. We can see the time period of you first made a sale to customer. And also see that last invoice to send to customer. 

 Then we enter the customer beginning balances. We can enter the beginning balances for any customer at any time.

 So we write the invoice number to customer. And next is date to enter the date when invoices are to be created. Then write amount of transaction. And select the account receivable account to what type of transaction are maintained.

Then we can check the customer balances.

Chart of accounts

A chart of account is to be maintained for customer from GENERAL. A company has to need for its accounts and has flexibility. 

Maintain chart of accounts

Charts of accounts defined on the General ledger. We have maintained chart of accounts in Peachtree Accounting software. So open the Peachtree Accounting and then open an existing company which you make. Then your curser has on toolbar on MAINTAIN command.

Then click on chart of accounts and open a box of chart of accounts as:

Here chart of account dialogue box is showing. And then we add the account. Column of ACCOUNT ID is that the code of account has written. Then In DESCRIPTION column we wrote the name of account then press ALT+S to save the account where we wrote. So every account has been written in two columns and with the press of ALT+S to save this account. And in GENERAL this compulsory that what type of account are marinating.  So, if we check the accounts here save these accounts. So, click on  OPEN A LIST ACCOUNTS TO SELECT FORM. Then open this box:

Correction in any chart of accounts

            There may be a wrong entry in either in accounts. Then we correct the entry or word in this dialogue box. If (REtained Earning) will be written. Then correction of spelling will that click on DESCRIPTION column then correct the words.  

But we save this account. Then we will click on OPEN A LIST ACCOUNTS TO SELECT FORM. Then see this account which you spelling or wrong name post of account. Then click on this account to show in this picture.

  After the open this account we have see that spell which we was wrote and save it. Now we want to correct this spelling. Then click on Description column and do the spelling check and actual spelling write. Then press ALT+S to save this account.

Then again open the OPEN A LIST ACCOUNTS TO SELECT FORM to check the account spelling and confirm to this account that accounts is all right or not.

If we delete any account, which we do wrong posted. And we want to delete this account which to save it. Then click on OPEN A LIST ACCOUNTS TO SELECT FORM and then double clicking on this account to want you deleted. After double clicking the account you have to open this account and in top you see to toolbar.

  

Click on delete button and after click on delete, software ask you that are you sure want to delete this record. If confirm you want to delete this column then OK. After click on OK your account has been deleted.

Set Up a New Company:

                We will want to setup a new Company then open a Peachtree Accounting then one dialogue box appear:

Now click setup a new company then next dialogue box will show of introduction. This box shows that you will walk you through creating a new company. You will asked about next coming dialogue box your company name and address, charts of accounts, posting methods, and accounting periods. Now click on next button to continue this setup.

   

After click on next button dialogue box of Company information will show on screen. So fill the Company name is compulsory to fill this column. Then company address, write City name also zip Code, Country Name and Telephone number and Write Fax Number. Then what type of business which you are doing. Select this business type. Write e-mail. Then click on next button

 Now Next dialogue box are appeared chart of accounts. Peachtree provides several methods for setting up your company. There are five set ups. But mostly setup in already charts of accounts prepared. So, we want to setup a new company then click “build your own company”.  And click on next button to continue this setup

   After click the “Accounting Method” dialogue box are shown on screen. They provide two accounting methods to run business-Accrual or Cash. In Accrual income is recorded as your invoice customers and expenses are recorded when you receive bills from vendors. So, mostly companies use this method. And in cash income is recorded when cash is received and expenses are recorded when Paid. So we select Accrual. And its Compulsory that once you choose an accounting method, it cannot be changed. So click on next button to continue this setup.

 After click on next button “Posting method” dialogue box will appeared. Now Posting method has two types which we can use to process transaction. One in Real time and second is Bitch. In real time transactions are posted to General Ledger as they are entered and saved. Its effect will apply at same time. And Bitch is Transactions are saved by the program and then posted in a group. So, Mostly companies use Real time. And you can change the posting methods at any time. So click on next button.

After click next button dialogue box will appear is “Accounting Periods”. So this dialogue box asked that which accounting period structure you want your company to use. So 12 month accounting periods and second is accounting periods that do not match the calendar months. So we select 12 monthly accounting periods. Then click on next button

After click on next button you have to choose monthly accounting periods. Peachtree will automatically set up your first two fiscal years based on information provide below. So, usually a company’s fiscal years begun in January and ends in December. So select your fiscal year when to start and when you will be enter data. Now click on next button.

So you have completed the required information for setting up a new company. So This Dialogue box is last. So click on finish button. Then setup creating files of your company.

How to open a file in Word

How to open a file in word?

First you drag on toolbar at office button then one click and open this file where you are save this file and with the help of arrow keys button Press the CTRL O then open a folder and search where you save this file which do open. After select file then press enter and file will opened.

To open a file in word press CTRL and O keys together. Following windows will appear:

 Opening Microsoft Word Documents

We'll shortly add an address to the top of our Library Complaint letter. Before we do that, we'll learn how to open a file. After all, you might have closed down Microsoft Word, or your computer might have crashed. The result being that you no longer have your library letter loaded into Word. So here's how to open a file you have saved, and want to work on again.

From the File menu, click Open:

The Open dialogue box appears, and looks like the image below:

The Open dialogue box looks very similar to the Save As dialogue box. "Save in", "File name", and "Files of type" work in exactly the same way as the Save As dialogue box. Notice, though that the File name text box is blank, and the Open button is not available. It has been greyed out.

The reason that the Open button is greyed out, and therefore not available, is that text box is empty. Once you select a file, the Open button will be ready for us.

But the text box is empty because no file has been selected. A file is selected from the larger white area in the middle. Clicking on the file once with the left hand mouse button will select a file. In the previous image, there was only one file available for selection - a document called "rrKeyCaps.doc". That is not the one we want.

To locate the file we want, we need to open the folder called "My WP Projects". Because that's where we saved it. You can see from the image that this folder is in the list of folders, just below the folder called My Pictures:

You can see also that we are in the folder called My Documents. To open up the folder we want, simply double click it. This will take us inside the My WP Projects:

The whole Open dialogue box now looks like this:

The file we want, Library Letter, has been clicked on. As a result, the Open button is no longer greyed out. We can go ahead and click it. When we do, our letter will open in Microsoft Word.

To recap then on how to open a file. Do the following

· Navigate to the folder where the file was saved

· Click on the file to select it

· Click the Open button

OK, now that you know how to Open a file, we can start adding the address to our letter.