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Troubleshooting Techniques

This section provides troubleshooting techniques that will help you find and fix errors in your Peachtree data files. In particular, you will learn how to search for transactions and records quickly and understand the different methods of correcting errors. To obtain a brief overview of those techniques, you may find it useful to watch our video tutorial.

Three troubleshooting techniques are covered in this troubleshooting section as summarized in the Key Topics list below. To view our step-by-step instructions and screen illustrations of a particular technique, just click on that technique link now.

Key Topics

Using the Find Transactions window

The Find Transactions window allows you to search for previously recorded transactions in Peachtree. You can enter as many search criteria you want using the information you have on hand. Note that this window also allows you to drill down to view individual transactions in detail.

Finding transactions and records using Peachtree lists

You can use a range of Peachtree lists to find the transactions you want. Please bear in mind that this way of searching is not as direct as using the Find Transactions window as set out above. Nevertheless, those lists are handy if you want to keep track of a company’s inventory, customers, vendors, and employee records. From the Peachtree lists, you can also drill down to original transaction information and view maintenance records in detail.

Editing a transaction using Peachtree Complete Accounting 2009

To be able to edit a transaction in Peachtree Complete Accounting 2009, you have to first find and display the transaction that you want to change. Note that Peachtree restricts changes that can be made to certain fields in a window if there are transactions applied to it. For example, you cannot easily change the customer ID in a fully paid sales invoice but we will nevertheless teach you how to do it in Peachtree using additional steps.

Editing a transaction using 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 edit a transaction in Peachtree in case you ever need to do this.

Video Tutorial: Troubleshooting Techniques

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