How to save Purchase order

Firstly go to the task bar then select the purchase order as:

Then the following window will appear as:

Give the vendor id which we can make if vendor id is not present. When we click on the vendor id the information of the vendor will appear then give the po no. Then give the quantity which is required and then select the item from the magnifier if item is not given then go to inventory and give the item id and description then save it but now when we fill the requirements the following widow will appear as.

And then save it 

How to maintain the payment.

Firstly go to the tasks bar and select the payment as:

If vendor account is made the select the vendor id to make the payment. But make sure that purchase order and purchase receive order is save. Then select the vendor id and give the check no. The following widow will appear as:

Give the quantity and item by searching and give description name and gl a/c by the name given in the chart of account and then give units. Then following widow will appear as:

then save it.

If vendor account is not save the payment will give in the apply to the expenses and then give the description and further information.

How to maintain Inventory Items

First of all open Peach tree software and open existing company then open maintains option then following window will be open:

Then select inventory items then following window will be open:

First head is use to record general information about the inventory like price level, item tax type, location, GL sales account, GL inventory account etc. Then click on next head custom fields then following window will be open:

In this we record alternate vendor, substitution and special note about inventory then click on next head history then following window will be open:

In this folder we record history of inventory like period history, unit sold, sales etc.

How to maintain vendor

First of all open Peach tree software and open existing company then select maintains option then following window will be open:

Then select vendor option then following window will be open:

Firstly we select general head in which we record contact information, account no, address, city, country, email, fax, telephone etc. we select purchase defaults then following window will be open:

In purchase default head we record purchase representative, purchase account, tax ID no, ship via like courier etc. Now we select custom fields then following window will be open:

 

In custom fields we record office manager, account rep, special note etc and in blank box we save extra information about vendor. Now we select history then following window will be open:

In history head we save vendor previous record for example vendor since, last invoice date, last invoice payment, last payment date etc.

How to maintain customer prospects

First of all open Peachtree software and then select the existing company then following window will be open:

Now click on maintain option:

After that select customer/prospects then following window will be open. There are five heads general, sales defaults, payments defaults, custom fields and history.

In general head we write customer information data like contact no, email address, fax, beginning balances etc.

Now select the next head that is sales defaults:

In which we write all information about sales like sales rep, GL sales acct, resale no, price level etc and then select payment defaults:

In which we write information and method of payment and now click on custom fields:

In which we write second contact, reference, mailing list etc and then select history:

In history folder we write history about customer like last payment amount and date etc.

Set up of a new company

When you open peachtree softwere on desktop.  Following window will be open:

After that we click on set up a new company. Then that window will appear:

This is an introductory window that tells us what information we should have to proceed with the new company set up. Now we select next and following window will appear:

In this window we fill necessary information about the company then click on next:

This window shows five heads first one is for new manufacturing, retail Company. Second one for set up a new company using an extensive chart of accounts from one of many sample companies. Third one for copy setting from an extensive peachtree Accounting Company. Fourth one for convert a company from another accounting program. Fifth one for build your own Company. Now we select build your own company.

Now we select accrual in which income is recorded at you invoice customers. And following window will open:

We select real time and then following window open:

Now we select 12 month accounting period.

How to maintain chart of account of a company using Peachtree software?

Start Peachtree software from desktop shortcut

And click on ‘open existing company’ and then click on maintain following window will be open:

   

When we click on chart of account following chart will be open:

                                          

 To add account in software click on account ID and enter account ID according to your books. Keep this thing in your mind that the ID you will be giving to accounts must be arranged as per their nature. For example in the below window we write account ID: 105.

In account description we write description ‘cash in bank’ now we press tab button and select account type.

How to change account ID?

If we want to change item ID and description then click on change ID and now following window will be open:

Now we enter correct ID in “Enter new account ID” option and click on OK.