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Changing accounting periods and the system date

When recording transactions it is important for reporting purposes that the information be recorded in the correct accounting period. Sometimes this means that accountants need to change accounting periods or the system date to record transactions. Fortunately this is easy to do in Peachtree. Read this section to find out how!

Changing accounting periods

To change the accounting period, simply click on the accounting period icon in Peachtree's main window.

Accounting period icon

This will bring up the following Change Accounting Period window:

Change Accounting Period window

Here, you can select the date of the accounting period you wish to open, then click the OK icon. You are then able to enter transactions into the required accounting period.

Changing the system date

In your Peachtree Practice Set, it is likely that you will be required to enter transactions for a month that is different from the actual month when you are completing the practice set. If this is so, you may wish to change the system date in Peachtree so that it matches the month in your practice set.

To change the system date, in Peachtree's main window, click the system date icon.

System date icon

This will display the Change System Date window. Here, you can either type in the date or click the calendar icon to bring up a calendar as shown. Select the date, then click OK.

Change System Date window

Note that the system date in Peachtree is not the same as your computer's date so changing Peachtree's system date will not affect the dates of other programs you are currently running or planning to use in the future.

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