Peachtree Software PEACHTREE COMPLETE ACCOUNTING 7.0 User Manual

Name: Peachtree Software PEACHTREE COMPLETE ACCOUNTING 7.0
Brand: Peachtree Software
SKU: 1103750
Rating: 4.4 (12 reviews)

4.4 (12)

Getting Started Guide

For Peachtree Complete® Accounting

RELEASE

7.0

Registration and Technical Support Information

To register your Peachtree Accounting

product: 1-800-718-1592 To purchase a Peachtree Support plan: 1-800-247-3224 Internet web site

http://www.peachtree.com

Information in this document is subject to change without notice. Company names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means without the express written permission of Peachtree Software, Inc.

Peachtree Complete Accounting Getting Started Guide Release 7

First Edition, May 1999 This document, the associated s oftware, and the ass ociated online documentatio n are

the property of Peachtree Software and are loaned to the user under the terms of the Limited Use License Agreement. Unauthorized copying or use of the software or any associated materials is contrary to the property rights of Peachtree Software and is a violation of state and federal law. This material must be returned to Peachtree Software upon demand.

Trademarks

Peachtree, the Peachtree logo, and Peachtree Complete are registered trademarks of Peachtree Software, Inc. Peachtree Complete Plus, PeachLink, Peachtree Office (Accounting), and Peachtree 2000 are trademarks of Peachtree Software, Inc.

Microsoft, MS-DOS, Windows, the Windows logo, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the Unites States and/or other countries.

Quicken and Quickbooks are registered trademarks, and Quickbooks Pro is a trademark of Intuit, Inc.

Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companie s an d ar e he re by ac k now l ed g e d.

Peac htr ee Sof tware License Agreem ent

The following states the license agreement that governs your use of this product. You acknowledge and accept this agreement by proceeding with the installation of this computer software from disks or CD-ROM.

LICENSE PLEASE READ CAREFULLY THIS LICENSE AGREEMENT BEFORE CLICKING THE

ACCEPT BUTTON BELOW. PROCEEDING WITH THE INSTALLATION OF THIS COMPUTER SOFTWARE INDICATES YOUR ACCEPTANCE OF THE TERMS OF THIS LICENSE. IF YOU DO NOT AGREE WITH THESE TERMS, YOU SHOULD CANCEL THE INSTALLATION PROCESS AND RETURN THE PACKAGE AND ITS CONTENTS TO PEACHTREE SOFTWARE WITHIN SIXTY (60) DAYS, AND YOUR MONEY WILL BE REFUNDED.

Peachtree Software, Inc. ("Peachtree"), provides the computer software program(s) and documentation (printed manuals, guides, bulletins, and/or online Help) contained in the package and any modifications, updates, revisions, or enhancements received by you from Peachtree or its dealers (the "Program") and licenses its use under the terms below.

a. You are granted a nontransferable license to use the Program under the terms

stated in this Agreement for personal use in your business or profession. Title and ownership of the Program and of the copyright in the Program remain with Peachtree.

b. You may not make copies, translations, or modifications of or to the Program,

except you may copy the Program into a machine-readable or printed form for backup purposes in support of your use of the Program. You must reproduce the copyright notice on any copy of the Program or portion of the Program merged into another program. All copies of the Program and any portion of the Program merged into or used in conjunction with another program are and will continue to be the property of Peachtree and subject to the terms and conditions of this Agreement.

c. If you purchased a single-workstation license of the Program, this license is for use

of the Program on one workstation. You must purchase a license to use the Program for each additional workstation on which the Program will be installed or accessed.

d. If you purchased a multiple-workstation license of the Program, this is a single-site

license. The Program may be placed on a local network system, which connects multiple workstations located at a single site. Use of the Program at additional sites requires the purchase of additional site licenses.

e. You may not assign, sell, distribute, lease, rent, sublicense, or transfer the Program

or this license or disclose the Program to any other person. You may not reverseengineer, disassemble, or decompile the Program or otherwise attempt to discover the source code or structural framework of the Program.

f. This license terminates if you fail to comply with any provision of this Agreement.

You agree upon termination to destroy the Program, together with all copies, modifications, and merged portions in any form, including any copy in your

computer memory or on a hard disk. LIMITED WARRANTY Peachtree warrants that the Program substantially conforms to the specifications

contained in Peachtree’s packaging and promotional materials for a period of sixty (60) days from delivery as evidenced by your receipt, provided that the Program is used on the computer operating system for which it was designed. Peachtree further warrants that the media on which the Program is furnished will be free from defects in material or workmanship for a period of sixty (60) days from delivery. All warranties stated in this Agreement apply only when the Program is used within the United States of America and its territories. Peachtree’s sole obligation and liability for breach of the foregoing warranties shall be to replace or correct the Program so that it substantially conforms to the specifications or to replace the defective media, as the case may be.

Any modification of the Program by anyone other than Peachtree voids the foregoing

warranty. NO OTHER WARRANTIES ARE EXPRESSED AND NONE SHALL BE

IMPLIED. PEACHTREE DOES NOT WARRANT THA T THIS SOFTWARE IS FREE OF

BUGS, VIRUSES, IMPERFECTIONS, ERRORS, OR OMISSIONS. PEACHTREE

SPECIFICALLY DISCLAIMS AND EXCLUDES ANY IMPLIED WARRANTIES OF

MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. SOME

STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE

FOREGOING MAY NOT APPLY TO YOU.

Support

Peachtree will support the current version of this software and any previous versions

that Peachtree elects to support. However, due to the constantly changing environment

of personal computer technology, previous versions may become inoperable or

incompatible with current operating systems, hardware, or other technologies. For you

to continue to operate successfully, it may be necessary to purchase an upgrade. Free

support is provided for thirty (30) days after Product registration. Any subsequent

support requires purchase of a support option, as outlined in the package or on our web

site.

Tax Updates

Likewise, changes in state, federal, or local tax laws may render this software, or

previous versions, obsolete. To continue to operate successfully, it may be necessary

for you to purchase an update. In addition to these fees, Peachtree may require you to

purchase an upgrade to a current version of the Program as tax laws change. Peachtree

does not update versions of the Program that are not shipping at the time of a change

in tax laws.

RECOMMENDED ENVIRONMENT

This Program has been designed to work optimally in the environment documented

within the system requirements. Any defects, inconsistencies, or issues arising out of

operating outside the parameters set forth therein may require the licensee to pay

additional maintenance/upgrade costs to Peachtree to support and/or rectify.

LIMITATION OF LIABILITY

IN NO EVENT SHALL PEACHTREE’S LIABILITY TO YOU FOR DAMAGES

HEREUNDER FOR ANY CAUSE WHATSOEVER EXCEED THE AMOUNT PAID BY

YOU FOR USE OF THE PROGRAM. IN NO EVENT WILL PEACHTREE BE LIABLE

FOR ANY LOST PROFITS OR OTHER INCIDENTAL OR CONSEQUENTIAL

DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE PROGRAM

EVEN IF PEACHTREE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH

DAMAGES.

U.S. Government Restricted Rights

The Program is provided to the Government with RESTRICTED RIGHTS. Use,

duplication, or disclosure by the Government is subject to restrictions set forth in

subdivision (c) (1) of The Rights in Technical Data and Computer Software clause at

252.227-7013. Contractor/Manufacturer is Peachtree Software, Inc., 1505 Pavilion

Place, Norcross, GA 30093.

This Agreement is governed by the laws of the state of Georgia. In the event that any

provision of this Agreement is found invalid or unenforceable pursuant t o judicial decree,

the remainder of this Agreement shall be valid and enforceable according to its terms.

PEACHTREE and PEACHTREE SOFTWARE are registered trademarks of Peachtree

Software, Inc.

• Table of Contents •

Chapter 1 Introducing and Installing Peachtree Accounting

Introducing Peachtree Complete Accounting Release 7. . . . . . . . . . . . . . . . . . . 2

About This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Contents of the Peachtree Accounting Package . . . . . . . . . . . . . . . . . . . . . . . 4

Contents of the Peachtree Accounting Compact Disc. . . . . . . . . . . . . . . . . . 4

Installing Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Installing Online Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Displaying the Peachtree Accounting Online Manuals. . . . . . . . . . . . . . . 7

Installing Peachtree Accounting on a Network . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Network Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Installing on a Client/Server Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Installing on a Peer-to-Peer Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Installing on the Network Administrator’s Machine . . . . . . . . . . . . . . . 11

Installing on a Workstation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

About Record and File Locking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Record Locks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Exclusive File Locks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

What’s Next? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Registering Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Practicing with Sample Data and Tutorials. . . . . . . . . . . . . . . . . . . . . . . . . . 18

Exploring Sample Company Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Following Online and Written Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . 19

Creating a New Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Converting Existing Company Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Peachtree Technical Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Before Contacting Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Uninstalling Peachtree Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Troubleshooting Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Frequently Asked Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

When I attempt to install Peachtree Accounting,

I received the error, “You must have full administrative rights

to your computer.” What’s wrong?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

What will happen to my existing Peachtree company

after I install the upgrade? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

What will happen to my custom reports, forms,

and financial statements?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

I tried opening Peachtree Accounting, and received

an error that read “Btrieve initialization failed due to invalid

transaction file. Please delete the Btrieve.trn file, exit Windows

and retry.” What happened? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Table of Contents

Getting Started Guide

I’m not using a network now, but I plan to in the future.

How should I install Peachtree Accounting?. . . . . . . . . . . . . . . . . . . . . . .25

I get an error message during installation that says

it can’t read or copy a file. What should I do?. . . . . . . . . . . . . . . . . . . . . .25

I’m getting a message that says “Setup initialization error due to insufficient memory” or the message “Cannot find Status.dat”

and/or “Options.dat.” How can I correct it? . . . . . . . . . . . . . . . . . . . . . . .26

Why am I getting a “Btrieve version 5.10 is too old” message

when I attempt to start Peachtree Accounting?. . . . . . . . . . . . . . . . . . . . .26

I’m having problems using Peachtree Accounting

and my large system fonts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

I’m starting Peachtree on a workstation across the network, and I’m receiving the message “Cannot open F:\PEACHW\STATUS.DAT or OPTIONS.DAT.”

What do I need to do to correct it?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

I’m installing on a Novell Network version 3.12 or higher workstation, and am getting a “could not remove file” messa ge.

Why is Peachtree Accounting not installing on my network? . . . . . . . . .27

I’m running Peachtree Accounting on a network, and I frequently receive the message “The record in file ‘Customer.DAT’ is currently in use. Please try again when it is available.”

What can I do about this? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Chapter 2 Upgrading from Previous Versions

Installing the Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Using Existing Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Converting Existing Company Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Starting the Data Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Troubleshooting the Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Troubleshooting Data Conversion on a Network. . . . . . . . . . . . . . . . . . .34

Conversion Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Features in Release 7 that May Impact Conversion. . . . . . . . . . . . . . . . . . . .35

Year 2000 Compliant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

User/Password Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Use Audit Trail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Hide G/L Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Accounting Behind the Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Peachtree Accounting Color Schemes . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Time and Expense Ticket Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . .39

From Peachtree Complete Accounting Release 4. . . . . . . . . . . . . . . . . . . . . .39

From Peachtree Accounting Release 3.5 (or lower). . . . . . . . . . . . . . . . . . . .40

After the Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Upgrading Inventory from Peachtree Accounting Release 3.0 . . . . . . . .44

From Peachtree First Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Upgrading Inventory from First Accounting Release 1.0. . . . . . . . . . . . .45

Upgrading Payroll from First Accounting Release 1.0 . . . . . . . . . . . . . . .46

Converting Data from other Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Peachtree Complete Accounting for DOS. . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Quicken. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

QuickBooks and QuickBooks Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Chapter 3 Tutorials

Lesson Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Lesson I—Getting to Know Peachtree Accounting. . . . . . . . . . . . . . . . . . . . . . 52

How to Start Peachtree Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

The Startup Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Getting to Know Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Navigation Aids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

More Peachtree Accounting Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Getting Help with Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Review of Lesson I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Quitting Peachtree Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Lesson II—Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Setting Up Tutorial Global Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Backing up the Sample Company Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Restoring the Sample Company Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Entering Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Editing a Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Displaying and Printing a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Using Action Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Choosing a Peachtree Accounting Color Scheme. . . . . . . . . . . . . . . . . . . . . 74

Review of Lesson II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Lesson III—General Ledger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Beginning the Lesson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Working with the Chart of Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Entering Budgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Posting Transactions to the General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . 81

The General Ledger and General Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Starting Microsoft Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Starting Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

What If There Is No Startup Screen? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Navigating in Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

What If You Don’t See the Navigation Aids?. . . . . . . . . . . . . . . . . . . . . . 57

Using Peachtree Accounting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Using Data Lookup Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Entering a New Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Entering a To Do Action Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Entering an Event Action Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Using the Action Item Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Entering an Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Making a Prior Year Adjustment (Beginning Balance). . . . . . . . . . . . . . 78

General Journal Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

iii

Table of Contents

Getting Started Guide

Accounting Periods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Changing Accounting Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

Review of Lesson III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

Lesson IV—Accounts Payable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Beginning the Lesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Accounts Payable Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Maintain Vendors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90

Entering a Discount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Entering a Purchase Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Printing Purchase Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

Purchases/Receive Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96

Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Printing Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

Display the Vendor Ledger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106

Display or Hide General ledger Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . .107

Review of Lesson IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108

Lesson V—Accounts Receivable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110

Beginning the Lesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110

Accounts Receivable Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Quotes, Sales Orders, and Sales Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . .112

Entering a Quote. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112

Proceed with Entering the Quote. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116

Converting the Quote to a Sales Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . .118

Editing the Sales Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119

Entering the Sales Invoice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121

Printing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124

Understanding Backorders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125

Entering a Cash Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127

Analyzing Customer Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129

Using the Collection Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129

Review of Lesson V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130

Lesson VI—Payroll. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133

Beginning the Lesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133

Payroll Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134

Default Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135

Maintain Employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137

Payroll Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

Using the Payroll Register. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Print Paychecks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

Analyzing Employee Earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143

Review of Lesson VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143

Lesson VII—Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145

Beginning the Lesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145

Tracking Inventory Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146

Setting Up an Inventory Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146

Inventory and Purchases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150

Inventory and Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151

Inventory Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Maintaining Item Prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Review of Lesson VII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Lesson VIII—Job Costing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Beginning the Lesson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Job Costs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Setting Up a Job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Copying a Job ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Job Costing and Purchasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Job Cost and Payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Job Costing and Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Job Cost Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Review of Lesson VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Lesson IX—Company Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Beginning the Lesson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Memorized Transactions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

User IDs and Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Audit Trail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Removing User/Password Protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Review of Lesson IX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Lesson X—Time & Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Beginning the Lesson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Restoring the Sample Company Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Setting Up Tutorial Global Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Changing the System Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

The Time & Billing Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Recording Time Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Entering a Time Ticket. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Using a Weekly Time Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Recording Expense Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Entering Billable Expense Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Entering a Non-Billable Expense Ticket. . . . . . . . . . . . . . . . . . . . . . . . . 201

Entering a Reimbursable Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Using Time and Expense Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Pay Our Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Reimburse Our Employee for Out-of-Pocket Expenses. . . . . . . . . . . . 204

Record the Company Check Issued to the Outside Printer . . . . . . . . . 205

Bill Our Customer for the Work Completed . . . . . . . . . . . . . . . . . . . . . . . 206

What Happens Next?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Review of Lesson IX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Table of Contents

Getting Started Guide

AppendixAConverting Quicken Data to Peachtree Accounting

Understanding the Conversion Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214

Converting from Quicken 99. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215

Exporting Quicken Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216

Preparing for the Quicken Export. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216

Reviewing Payee and Class Names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216

Reviewing Accounts and Categories. . . . . . . . . . . . . . . . . . . . . . . . . . . . .216

Printing Quicken Checks and Reports. . . . . . . . . . . . . . . . . . . . . . . . . . .217

Creating a Directory for the Exported Files . . . . . . . . . . . . . . . . . . . . . . . . .217

Exporting Data from the Windows Version of Quicken. . . . . . . . . . . . . . .218

Exporting Data from the MS-DOS version of Quicken. . . . . . . . . . . . . . . .219

Checking What You’ve Exported . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .220

Create a New Company in Peachtree Accounting. . . . . . . . . . . . . . . . . . . . . . .221

Setting Up a New Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221

Completing Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223

Deleting Default Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223

Make a Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223

Importing Quicken Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224

Stepping Through the Quicken Import Process. . . . . . . . . . . . . . . . . . . . . .224

Converting Quicken Accounts and Categories. . . . . . . . . . . . . . . . . . . . . . .225

Selecting Quicken Accounts to Convert (Part 1 of 6). . . . . . . . . . . . . . .226

Selecting Quicken Categories to Convert (Part 2 of 6). . . . . . . . . . . . . .228

Converting Quicken Payee and Class Names. . . . . . . . . . . . . . . . . . . . . . . .230

Converting Quicken Payees to Peachtree Vendors (Part 3 of 6). . . . . .231

Converting Quicken Payees to Peachtree Customers (Part 4 of 6). . . .232

Converting Quicken Classes to Peachtree Jobs (Part 5 of 6) . . . . . . . . .233

Converting Quicken Payees to Peachtree Employees (Part 6 of 6). . . .234

Balancing Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

What to Do After Importing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Setting Up Necessary Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236

Setting Up Sales Tax Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .239

Identify Unnumbered Payment Transactions. . . . . . . . . . . . . . . . . . . . .239

Posting Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .240

Checking the Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .240

Getting Acquainted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .240

Troubleshooting the Quicken Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . .241

Frequently Asked Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .241

AppendixBConverting QuickBooks Data to Peachtree Accounting

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .246

Preparing for the QuickBooks Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . .247

Setting up QuickBooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247

Back up our QuickBooks company data. . . . . . . . . . . . . . . . . . . . . . . . . . . .248

Converting a QuickBooks Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .249

Stepping Through the Conversion Process. . . . . . . . . . . . . . . . . . . . . . . . . .249

What QuickBooks Data Is Converted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Field Comparison Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Converting Address Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Converting Company Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Converting Chart of Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Converting Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Converting Sales Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Converting Vendors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Converting Payroll Setup Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Assign W-2 Payroll Fields in Peachtree Accounting . . . . . . . . . . . . . . . 266

Assign Payroll Fields for EmployEE- and EmployER-Paid Ta xes . . . . 267

Set Up Local Taxes after Converting from QuickBooks. . . . . . . . . . . . 268

Converting Employees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Converting Inventory Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Converting Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

After Converting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Understanding Balances after Converting from QuickBooks. . . . . . . . . . 277

Setting Up a Cash-Basis Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Troubleshooting the Conversion from QuickBooks. . . . . . . . . . . . . . . . . . . . 280

Common Errors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

“No Name” Displays as Company Name after the Conversion. . . . . . 280

Accounts Do Not Have Account Numbers . . . . . . . . . . . . . . . . . . . . . . 280

Retained Earnings Account Not Found . . . . . . . . . . . . . . . . . . . . . . . . . 280

Accounts Payable and Accounts Receivable Accounts Not Found . . . 281

Company Already Exists and Cannot be Converted. . . . . . . . . . . . . . . 281

Troubleshooting Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Comparing QuickBooks to Peachtree. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Accounting Methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Inventory Costing Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Company Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

vii

Table of Contents

Getting Started Guide

viii

Introducing and Installing Peachtree Accounting

Introducing Peachtree Accounting

About This Guide 2 System Requirements 3 Contents of the Peachtree Accounting Package 4 Contents of the Peachtree Accounting

Compact Disc 4

Installing Peachtree Accounting

Installing Peachtree Accou n ti ng 5 Installing Online Documentation 7 Installing Peachtree Accounting on a Network 8

Network Considerations 8 Installing on a Client/Server Network 9 Installing on a Peer-to-Peer Network 11 About Record and File Locking 14

What’s Next?

Registering Peachtree Accounting 17 Practicing with Sample Data and Tutorials 18 Peachtree Technical Support 21 Uninstalling Peachtree Accounting 23 Troubleshooting Installation 24

Introducing and Installi ng Peach tree Accou nt ing

Getting Started Guide

• Introducing and Installing Peachtree Accounting •

Introducing Peachtree Complete Accounting Release 7

Welcome to Peachtree Complete Accounting—the award-winning accounting solution for small business success. Peachtree Complete Accounting contains all the powerful accounting features of Peachtree Accounting plus more complex accounting tools such as Job Costing, Fixed Assets and Time & Billing. Peachtree Complete is the advanced accounting solution for companies that want to better manage their time, books, and business.

About This Guide

This guide and the User’s Guide refer to Peachtree Complete Accounting as Peachtree Accounting.

Before you begin using Peachtree Accounting, be sure to read this guide for installation instructions, conversion instructions (if you have existing data), and other important issues. This guide includes the following information:

• System requirements for installation

• Instructions for installing Peachtree Accounting

• Installation troubleshooting tips

• Information about converting existing data

• Instructions for setting up a new company

• Hands-on tutorials that demonstrate common features of Peachtree

Accounting using sample data

• Instructions for converting existing Quicken and QuickBooks data

System Requirements

To install Peachtree Accounting, you need the following hardware and software:

• 100% IBM PC compatible computer with a 486 processor (or higher)

• 12 MB (megabytes) of RAM (random access memory); 16 MB or higher is recommended

• Microsoft Windows 95, Windows 98, or Windows NT 4

• Hard disk with the following free space requirements:

Introducing Peachtree Complete Accoun ting Re leas e 7

System Requirements

Installation Component Diskette

Peachtree Complete Accounting 42 MB 44 MB* Peachtree Fixed Assets 2 MB 2 MB* Peachtree Online Tutorial 7 MB 42 MB Adobe Acrobat Reader 3.02 and

online manuals

Install

N/A 15 MB

Compact Disc Install

Note: The recommended Peachtree Accounting memory requirements are in addition to the me mory required by y our syst em software and memory used when entering company data.

*Peachtree Fixed Assets is automatically included if you choose the Standard setup option while installing Peachtree Complete Accounting from the Peachtree Complete Accounting compact disc.

• MPC compatible CD-ROM drive (if you intend to use the compact disc version of Peachtree Accounting and multimedia features)

• VGA or SVGA monitor that can display a minimum of 256 colors; SVGA monitor is recommended if using the compact disc version

Do not use large fonts—Peachtree will not display properly.

• 8-bit or 16-bit SoundBlaster compatible sound card (if using multimedia sound enhancements included on the compact disc)

• Printers supported by Micros oft Windows 95 or Windows NT 4

• Mouse or compatible pointing device

Introducing and Installi ng Peach tree Accou nt ing

Getting Started Guide

Contents of the Peachtree Accounting Package

The Peachtree Accounting software package includes the following items:

• Peachtree Complete Accounting Release 7 Compact Disc

For a complete description of the Peachtree compact disc contents, see the following section.

Note: Diskettes are included in some upgrade versions of Peachtree Accounting, if request ed. If you purchased a new product, only the compact disc version is included. A Floppy Disk Order Form is included if you require this type of media.

• Peachtree Complete Accounting Getting Started Guide

• Peachtree Complete Accounting User’s Guide

• Peachtree Fixed Assets User’s Guide

• PeachLink 2.0 Compact Disc and PeachLink User’s Guide

For a complete description of the PeachLink compact disc contents, refer to the PeachLink User’s Guide.

• Peachtree Products and Services Brochure (including information about Technical Support options, Peachtree Tax Service, Peachtree Training services, and additional products)

• Peachtree Business Checks & Forms Catalog

Contents of the Peachtree Accounting Compact Disc

The Peachtree Accounting compact disc includes the following items:

• Peachtree Complete Accounting Release 7

This package includes the Peachtree Complete Accounting setup program, the Peachtree Complete Accounting program, Peachtree Fixed Assets program, Peachtree Accounting Help, standard Peachtree Accounting forms, online tutorial, and sample company data.

• Online versions of the Peachtree Accounting manuals

• Adobe Acrobat Reader 3.02

This program allows you to open electronic documents in Portable Document Format (PDF). You must have Adobe Acrobat Reader installed before viewing the online versions of the Peachtree Accounting manuals.

Contents of the Peachtree Accounting Compact Disc

Installing Peachtree Accounting

The following instructions explain how to perform a standard (or upgrade) installation of Peachtree Accounting. If you are using a network, refer to

Installing Peachtree Accounting on a Network” on page 8.

“

1 Turn on your computer and start Windows.

Peachtree Accounting setup requires Windows 95, Windows 98, or Windows NT 4.

2 Exi t all pr ogram s a nd di sable virus -pr otec tion a nd scr ee n sav er pr ogra ms on

your computer.

This frees up memory and avoids interfer ence with the Peachtree Accounting setup process.

3 Insert the Peachtree Accounting compact disc in your CD-ROM drive; or,

insert Peachtree Diskette #1 in the diskette drive.

If you are installing from compact disc, the Welcome menu appears. Click Install Peachtree Accounting, and continue with the next step.

If you are installing from diskettes or the Welcome menu does not automatically appear onscreen, do the following: Select Start, then Run. Type A:SETUP and select OK. (Substitute the appropriate drive letter for your diskette or CD-ROM drive.)

4 Follow the onscreen instructions until the Peachtree Accounting Setup

window appears. Review the installation instructions and select Nex t.

Installing Peachtree Accounting

5 Read the Licensing Agreement, and select Yes if you accept the terms.

The Select Setup T ype window offers up to four setup choices dependin g on if you are a new or previous user.

6 Click an installation option button, and follow the instructions displayed,

clicking Next to conti nue.

• Standard: Installs everything you need to begin running Peachtree Accounting. You cannot change the location where the program will be installed if you select this option.

• Upgrade: This option upgrades you from a previous version of Peachtree Accounting, maintaining your existing setup settings.

•Custom: You can set a different path for the program or data files using this option, or choose which components of Peachtree Accounting you want to install.

•Network: This option allows you to install program and data files in a network environment.

Introducing and Installi ng Peach tree Accou nt ing

Getting Started Guide

7 In the Select Peachtree Accounting Program Folder window, change the

name of the Peachtree Complete Accounting program folder, if necessary. Click Next to begin installing.

If you are installing from diskette, follow the prompts and insert additional diskettes as needed.

8 A final window displays , indicating the successful completion of

installation.

• Read: Select this to view the Peachtree Accounting Release Notes file.

• Begin: Select this option to launch Peachtree Accounting.

•Return: Select this option to return to Windows.

After installing Peachtree Accounting, you can optionally install the online manuals. For more information, see “

page 7.

When finished with the setup process, you can set up a new Peachtree Accounting company, explore sample company data, or convert existing company data from a previous version of Peachtree Accounting. For more information on what to do after installing Peachtree Accounting, see “

Next?” on page 17.

Installing Online Documentation” on

What’s

Contents of the Peachtree Accounting Compact Disc

Installing Onlin e Doc umentation

Electronic versions of the Peachtree Accounting manuals are included on the Peachtree Accounting compact disc. To display or use these documents, you must have Adobe Acrobat 3 (or higher) installed on your computer.

Use the following procedure to install Adobe Acrobat Reader and Peachtree Accounting online manuals.

1 If proceeding after installing Peachtree Accounting from the compact disc,

select Install Online Documentation from the Welcome menu.

— OR —

1 If you completed the Peachtree installation earlier and now want to load

the online manuals, do the following:

• Exit all programs and disable virus-protection and screen saver programs on your computer.

• Insert the Peachtree Accounting compact disc in your CD-ROM drive.

• A Welcome menu displays. Select Install Online Documentation, and continue with the next step.

If the Peachtree Welcome menu does not display, select R un from the Start menu. Type D:\DOC\SETUP and select OK. Substitute the appropriate drive letter for your CD-ROM drive.

2 Follow the prompts to install the online manuals and Adobe Acrobat

Reader (if necessary).

Installing Online Documentation

Displaying the Peachtree Accounting Online Manuals

1 From the Start menu, select Programs, and then point to the Peachtree

Accounting folder (or the name of th e prog ram folder you cho se during the Online Documentation setup).

2 Select the manual you want to read.

• Getting Started Guide: the online version of the Peachtree Complete

Accounting User’s Guide (PCWGS.PDF)

• Use r’s Guide: the online version of the Peachtree Complete

Accounting User’s Guide (PCWUG.PDF)

• Fixed Assets User’s Guide: the online version of the Peachtree Fixed

Assets User’s Guide (PCWFAUG.P DF )

For complete information on using Adobe Acrobat Reader, refer to the Online Guides installed with the Acrobat Reader program.

Introducing and Installi ng Peach tree Accou nt ing

Getting Started Guide

Installing Peachtree Accounting on a Network

A network connects all types of computers and computer-related devices, such as hard drives, printers and CD-ROM drives. Computers that share devices with other computers are called servers.

Peachtree Accounting comes network-ready and multiuser; it is ready to install on a network for use at your company. Peachtree Accounting will run on two basic types of networks: peer-to-peer, such as Windows 95 Networking, and client/server, such as Novell 4.x or above. Before you install on your network, you must know whether you have a peer-to-peer network or a client/server network.

Peer to Peer

This is a network that allows each connected computer to act as a server and/ or a workstation. Each computer can share its hard drive, printers, or other devices with all other computers in the network. This makes each computer

on the network equal to the other computers, or a “peer.” However, when you are sharing data (such as accounting information), you want to designate one computer as the primary server for the data. In other words, you don’t want the data on everyone’s computer, only the primary server (such as the administrator’s co mputer).

Examples of peer-to-peer networks are Artisoft’s LANtastic or Windows 95 Networking.

Client/Server

This is a network with a traditional server acting as a central unit (the primary server) with several workstations connecting to it. The server is where you store the data that will be shared by the workstations.

Network Considerations

Peachtree Accounting can be operated on any network software that s upports Microsoft Windows and NetBios. However, there are certain considerations:

• Your data must reside on a network drive (eit her on the server or t he

administrator’s machine for a peer-to-peer network).

• If you install the program files on each workstation, it enhances performance. Make sure you have full access (administrative rights) to the drive you are installing Peachtree Accounting.

• When you receive an upgrade to Peachtree Accounting, you must install the update the same way as you in st alled the original program.

• Real-time posting is recommended for better performance and fewer conflicts.

Installing Pea chtree Accounting on a Network

Installing on a Client/Server Network

Use the following instructions to install Peachtree Accounting on a client/ server network, such as Novell 4.x or above. Use the same instructions to install Peachtree Accounting on each workstation, specifying the server as the location for data files and the local hard drive as the location for program files.

Installing the Peachtree Accounting program files to each workstation’s local hard drive (for example, C:\PEACHW) improves performance and speed.

Before beginning this procedure, it is assumed that you have a shared network drive established and that workstations are mapped to this network drive.

Note

1 Exi t all pr ogram s a nd di sable virus -pr otec tion a nd scr ee n sav er pr ogra ms on

your computer.

2 Insert the Peachtree Accounting compact disc in your CD-ROM drive; or,

insert Peachtree Diskette #1 in the diskette drive.

If you are installing from CD-R OM and the Welcome menu displays,

click Install Peachtree Accounting and continue with the next step. If you are installing from diskettes or the Welcome menu does not

display onscreen, do the following: Select Start, then Run. Type A:SETUP and select OK. (Substitute the appropriate drive letter for y our diskette or CD-ROM drive.)

3 Follow the onscreen instructions until the Peachtree Accounting Setup

window displays. Review the installation instructions and select Next.

Installing on a Client/Server Network

4 Read the Licensing Agreement and select Yes if you accept the terms.

The Select Setup T ype window offers up to four setup choices dependin g on if you are a new or previous user.

5 Select the Network setup type.

Introducing and Installi ng Peach tree Accou nt ing

Getting Started Guide

6 The Select Location window displays. Enter a program and data path, then

click Next.

The default location or path for the program files is the directory PEACHW on drive C. We recommend leaving this path as the default to increase speed and performance. If the workstation you are installing does not have a hard drive, you will need to change this location to the network drive. Select Browse next to the Program Path field to change the path for the files. If you know the name of the path, you ma y type the path into the field.

Make sure the Data Path is set to the proper network dri v e (f or e xample, F:\PEACHW). Do not set the data path to a network root directory (for example, F:\). Change the location of the data files by selecting Browse next to the Data Path field.

7 A window displays for you to select which Peachtree Accounting

components you want to install. Choose the components to install and click Next to continue.

8 In the Select Peachtree Accounting Program Folder window, change the

name of the Peachtree Accounting program folder, if necessary. Click Next to begin installing.

If you are installing from diskette, follow the prompts and insert additional diskettes as needed.

9 A window displays, indicating the successful completion of installation. If

any of your system files were modif ied during installation, you will see different options.

• Read: Select this to view the Peachtree Accounting Release Notes file.

• Begin: Select this option to launch Peachtree Accounting.

•Return: Select this option to return to Windows.

When installation is complete, see “

page 14.

About Record and File Locking” on

Installing Pea chtree Accounting on a Network

Installing on a Peer-to-Peer Network

You must first install the software on the computer where data files will be located. This is probably the network administrator’s computer (the primary server). Then install Peachtree Accounting on each workstation, specifying the

network administrator’s computer as the location for data files, and a local drive (usually C:) for the program files.

Before beginning this procedure, it is assumed that you have at least one shared drive established (possibly on an administrators computer) and that

Note

workstations are mapped to this drive.

Installing on the Network Administrator’s Machine

Follow these steps to install Peachtree Accounting on the network

administrator’s computer, or the primary server, before installing on any workstations. The network administrator’s computer is where the data files will be located.

1 Exi t all pr ogram s a nd di sable virus -pr otec tion a nd scr ee n sav er pr ogra ms on

your computer.

Installing on a Peer-to-Peer Network

2 Insert the Peachtree Accounting compact disc in your CD-ROM drive; or,

insert Peachtree Diskette #1 in the diskette drive.

If you are installing from CD-ROM and the Welcome menu displays,

click Install Peachtree Accounting and continue with the next step. If you are installing from diskettes or the Welcome menu does not

display onscreen, do the following: Select Start, then Run. Type A:SETUP and select OK. (Substitute the appropriate drive letter for y our diskette or CD-ROM drive.)

3 Follow the onscreen instructions until the Peachtree Accounting Setup

window displays. Review the installation instructions and select Next.

4 Read the Licensing Agreement and select Yes if you accept the terms.

The Select Setup T ype window offers up to four setup choices dependin g on if you are a new or previous user.

5 Select the Network setup type.

Introducing and Installi ng Peach tree Accou nt ing

Getting Started Guide

6 The Select Location window displays. Enter a program and data path, then

click Next.

Install the program and data files to the same path—the network administrator’s (or primary server’s) hard drive. The default location or path for the program and data files is the directory PEACHW on drive C.