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Home › Training Courses › Business Productivity › Mastering Peachtree Pro Accounting 2009
Mastering Sage Peachtree Pro Accounting 2009

Mastering Sage Peachtree Pro Accounting 2009


 Product Specs Course Outline Sample Training
Presenter
Erin A. Olsen
Erin A. Olsen has been spreading her enthusiasm and vision for the power of desktop technology across the globe since 1994. Since founding PCKeys Technology Solutions, she has authored nearly 30 computer-based trainings, developed numerous courses and presented to thousands worldwide. Erin holds a Bachelor's Degree in Information Technology and a Master's Degree in Education, which allows her to combine her formal education with her technical expertise and real-world experience to present technical topics in an easy-to-understand, easy-to-apply and fun manner. Erin's unique combination of personality and skills allow her to provide an enhanced learning experience for all that is effective, engaging and memorable.

Format
Online

Running Time
6.5 Hours

Platform
Windows

Level
Beginner to Intermediate

Project Files
Not Included



ver: ShowSpec

Description: This series shows you how easy it is to increase your productivity with basic accounting practices by using Peachtree Pro. With the help of series host, seasoned accounting professional Erin Olsen, you'll get a solid introduction to general accounting features, as well as step-by-step instructions on how to set up a new company, vendors, and employee payroll. Whether you're opening a brand new business, or have managed one for years, this series is filled with valuable tips to help you simplify your accounting processes and achieve better business results.

Highlights

  1. Review Generally Accepted Accounting Principles (GAAP) and how Peachtree works to ensure your accounting complies to the standards
  2. Find out how to set up Company Defaults
  3. Learn how to use Peachtree tools for entering and managing accounting components
  4. See how to form and report customization
  5. Discover best practices for securing, backing up and restoring critical data.

Chapter 1: INTRODUCTION TO PEACHTREE (23 min)
  1. Why Use Accounting Software
  2. Getting Oriented to Peachtree
  3. Using Help
Chapter 2: ACCOUNTING PRIMER (20 min)
  1. Accounting 101
  2. Basic Financial Statements
Chapter 3: THE PEACHTREE COMPANY FILE (28 min)
  1. Preparing to Set Up a New Company
  2. Using the New Company Setup Wizard
  3. Working with the Chart of Accounts & Creating a New Account
Chapter 4: COMPANY INFORMATION & THE GENERAL JOURNAL (27 min)
  1. Restoring Project Files
  2. Managing G/L Accounts
  3. Creating G/L Entries
Chapter 5: VENDORS & INVENTORY (67 min)
  1. Accounting for Inventory
  2. Vendor & Inventory Defaults
  3. Setting Up to Sell
  4. Ordering & Receiving Inventory
  5. Working with Assemblies
  6. Taking Inventory & Adjusting Quantity
  7. Reporting on Inventory
Chapter 6: RECEIVING & PAYING BILLS (24 min)
  1. Entering Bills
  2. Writing a Check for a Cash Purchase
  3. Paying, Printing & Voiding Checks
Chapter 7: CUSTOMERS & SALES (38 min)
  1. Sales Defaults & Sales Tax
  2. Working with Customers
  3. The Sales Process & Creating a Quote
  4. Converting the Quote to a Sales Order & Creating an Invoice
Chapter 8: RECEIVING PAYMENTS (24 min)
  1. Entering Receipts of Payments
  2. Making Deposits
  3. Generating Statements
Chapter 9: EMPLOYEES & PAYROLL (551 min)
  1. Payroll & Employee Considerations
  2. The Payroll Wizard
  3. Setting Up Employees
  4. Running Payroll
  5. Invoicing for Time & Expenses
  6. Payroll Reports & Liabilities
Chapter 10: FORMS (21 min)
  1. Customizing a Form
  2. Adding Peachtree Data to a Form
  3. Using Customized Forms
Chapter 11: REPORTS (32 min)
  1. Using Pre-configured Reports
  2. Customizing Reports
  3. Using Report Styles & Report Groups
  4. Writing Letters & Mail Merge
Chapter 12: CLOSING & MAINTENANCE (34 min)
  1. Preparing to Close the Books
  2. End of Period Housekeeping
  3. Reconciling Bank Accounts
  4. Closing the Books, Back Up & Restore
  5. Credits


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