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
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.
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.
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.
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.
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.
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
Return to the top