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Getting started in Peachtree

Are you new to Peachtree? This section introduces the basic features of Peachtree Complete Accounting 2009 and Sage Peachtree Complete Accounting 2011. If you have not yet installed Peachtree, begin by referring to the apporpriate Installation topic in the Software section of this Learning Center.

In this section you will use the sample company, Bellwether Garden Supply, to familiarize yourself with the layout of Peachtree’s main window and learn how to enter basic information into Peachtree, including how to change some global options in Peachtree. You will find out how to create a new company, change accounting periods and set the system date in Peachtree in no time. Finally, you will discover a whole world of information at your fingertips with Peachtree’s reporting functions. To obtain a brief overview of those topics, you may want to watch our video tutorial.

The topics covered in this introductory section are summarized in the Key Topics list below. To view our step-by-step instructions and screen illustrations of a particular topic, just click on that topic link now.

Key Topics

Exploring Peachtree Complete Accounting 2009

This is a great place to start learning Peachtree Complete Accounting 2009. You will explore the data files for the sample company, Bellwether Garden Supply, and learn how to navigate in Peachtree through the main window.

Exploring Sage Peachtree Complete Accounting 2011

If you are using Sage Peachtree Complete Accounting 2011, we recommend you to read this topic to find out how to explore the data files of the sample company, Bellwether Garden Supply, and navigate in Peachtree.

Entering information into Peachtree

Now that you are familiar with the Peachtree main window and parts common to many Peachtree windows, let's learn how to use your mouse and keyboard to enter information into Peachtree.

Changing global options

This topic shows you how to modify the default settings that determine how data is displayed in Peachtree. In particular, you will learn how to use the Global Options functionality to display general ledger account fields in various task windows.

Create a new company

Learn how to create a new company data file in Peachtree. This section shows you the information you need to build your company data files using the Create a New Company wizard.

Changing periods and the system date

Peachtree divides a fiscal year into a number of accounting periods. Learn how to choose the correct accounting period and know how to modify Peachtree’s system date.


Peachtree allows users to run various types of reports. Discover how you can use the Reports & Forms menu to display and customize reports.

Video tutorial: Getting started in Peachtree

Registration video thumbnail
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