Peachtree Online Training

Peachtree Online Training

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    Introduction

    Peachtree is an accounting software program made available through Sage. Peachtree comes in several different versions, including Pro, Quantum and Complete. Standard features included on most of the programs are customer records, budget creation tools, sales tracking, payroll and expense lists.

    Prerequisites

    • Students should have a basic working knowledge of Windows

    Course Content

    1. Getting Acquainted with Peachtree
      • The Peachtree Environment
      • The Peachtree Navigation Centers
      • Using the Menu Bar
      • Using the Main Application Toolbar
      • Learning Common Business Terms
    2. Setting Up a Company
      • Creating a Peachtree Company
      • Setting Customer Defaults
      • Setting Vendor Defaults
      • Setting Inventory Defaults
      • The Payroll Setup Wizard
      • Setting Payroll & Employee Defaults
      • Setting Job Defaults
      • Making a Backup
      • Restoring from a Backup File
    3. Using the General Ledger
      • General Ledger Default Settings
      • Adding Accounts
      • Deleting Accounts
      • Adding Beginning Account Balances
      • Adding General Journal Entries
      • Basic General Ledger Reports
      • Entering Account Budgets
      • The Cash Account Register
    4. Starting Accounts Receivable
      • Setting Up Accounts Receivable Defaults
      • Adding Customers
      • Adding Customer Beginning Balances
      • Setting Statement and Invoice Defaults
      • Sales Orders & Invoicing
      • The Sales Orders Window
      • The Sales/Invoicing Window
      • The Receipts Window
      • Statements and Finance Charges
      • Selecting Deposits
      • Changing a Record ID
    5. Starting Accounts Payable
      • Setting Up Accounts Payable Defaults
      • Adding Vendors
      • Adding Beginning Balances for Vendors
      • The Purchase Orders Window
      • Entering a Drop Shipment
      • Select for Purchase Orders
      • The Purchases/Receive Inventory Window
      • The Payments Window
      • The Select For Payment Window
    6. Adding Inventory
      • Adding Inventory
      • Removing Inventory
      • Entering Inventory Beginning Balances
      • Building and Unbuilding Assemblies
      • Making Inventory Adjustments
      • Changing Item Prices
    7. Creating Payroll
      • Adding Employees
      • Adding Employee Beginning Balances
      • Paying a Group of Employees
      • Paying an Employee
      • Creating Payroll Formulas
      • Elements of Payroll Formulas
    8. Account Management
      • Writing Checks
      • Voiding Checks
      • Reconciling Bank Accounts
      • Changing the Accounting Period
    9. Using Sales Tax
      • The Sales Tax Wizard
      • Sales Tax Authorities
      • Sales Tax Codes & Exempt Sales
      • Collecting Sales Tax
      • Paying Sales Taxes
    10. Using Quotes
      • Entering Quotes
      • Converting Quotes
    11. Job Tracking
      • Setting Up a Job
      • Setting Job Defaults
      • Entering Beginning Balances for Jobs
      • Making Purchases for a Job
      • Invoicing for Job Purchases
      • Job Tracking
    12. Time and Billing
      • Adding Time Ticket Employees
      • Entering Activity Items
      • Entering Charge Items
      • Entering Time Tickets
      • Entering Expense Tickets
      • Billing Time and Expense Tickets
    13. Changing System Settings
      • Changing Posting Methods
      • Posting/Unposting
      • Memorized Transactions
      • Using the Purge Wizard
      • Using the Year-End Wizard
    14. Reporting
      • The Cash Manager
      • The Collection Manager
      • The Payment Manager
      • The Financial Manager
      • Find on Report
      • Preset Reports
      • Report Groups
      • Modifying Reports
      • Exporting Reports to Excel
      • Importing & Exporting Data
      • Exporting to PDF
      • Modifying Screen Templates
      • Modifying Forms
    15. The Internal Accounting Review
      • Using the Internal Accounting Review
    16. Action Items
      • Events
      • To-Do Items
      • Alerts
    17. Options
      • Changing Global Options
      • Changing the System Date
    18. Assets and Liabilities
      • Assets and Liabilities
      • Creating an Other Current Assets Account
      • Subtracting Value from an Other Current Assets Account
      • Creating a Fixed Assets Account
      • Accumulated Depreciation
      • Liability Accounts
      • Paying on a Long Term Liability
      • Equity
    19. Credits
      • Entering Credit Memos
      • Applying Credit Memos
      • Entering Vendor Credit Memos

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    Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics. keen Technologies also verifies their technical background and expertise.

    We record each LIVE class session you undergo through and we will share the recordings of each session/class.

    If you have any queries you can contact our 24/7 dedicated support to raise a ticket. We provide you email support and solution to your queries. If the query is not resolved by email we can arrange for a one-on-one session with our trainers.

    You will work on real world projects wherein you can apply your knowledge and skills that you acquired through our training. We have multiple projects that thoroughly test your skills and knowledge of various aspect and components making you perfectly industry-ready.

    Our Trainers will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.

    If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.

    The Training itself is Real-time Project Oriented.

    Yes. All the training sessions are LIVE Online Streaming using either through WebEx or GoToMeeting, thus promoting one-on-one trainer student Interaction.

    There are some Group discounts available if the participants are more than 2.

    As we are one of the leading providers of Online training, We have customers from USA, UK, Canada, Australia, India and other parts of the world.

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    Disclaimer

    This web site or keentechnologies.com team is not associated with SAP AG or any other product. We are providing this service absolutely for Education and Training purpose only. We charge for the support services only, not for the actual SAP System access. Keen Technologies does not provide official SAP training courses or certifications and does not provide any access to SAP software. SAP and its product names, including HANA, S/4HANA, HYBRIS, and LEONARDO are trademarks or registered trademarks of SAP in Germany and other countries.

    Keen Technologies does not provide official SAP training courses or certifications and does not provide any access to SAP software. SAP and its product names, including HANA, S/4HANA, HYBRIS, and LEONARDO are trademarks or registered trademarks of SAP in Germany and other countries.

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