Customer prospectus

from the option maintain select the customer prospectus 

first we open the customer prospectus from the maintain option

this window will appear 

in this window we change the customer id and other options available

in this window we select the sales default and fill out all the options available as per our requirement 

in this window we select the payment defaults and complete the given options

now we select the option custom fields and fill out the information required 

now we select the option history in this option the history of the customer is available 

in this option the payment terms with the customer are selected and all the given information must be filled

now we select the option account aging in this option we give the information related to the customer payment dues etc

now the custom fields in this option we fill the information required 

now the finance charges  in this option information must be given about the finance of the customer

now in this last option the information is given about the payment method of the customer 

How to maintain chart of accounts delete and change id

How to maintain chart of accounts

1^st we have to open an existing company on peachtree

And then click on maintain button on top of bar a small window will appear click on chart of accounts

This window will open by clicking on chart of accounts

In accounts ID we add id from sample we made to remember as 105 ACCOUNTS ID and description is accounts receivable by clicking on tab the cursor will be appear on next bar description

Again click on TAB cursor will be on accounts type and accounts type is cash so we click on C the options come with alphabet c will shown

Then click ALT+S it will save our accounts

By clicking ALT+S accounts will be saved and the cursor will appear again on accounts ID

To see the accounts we saved click on look button in front of accounts id

The accounts you saved will show you in the bar and so on we can add more ids

We can delete our id if a mistake happened in saving ids

BY clicking on id come in look button

Click on id you want to delete and click on delete button appear in  top of window

A small window will show who is asking you about confirmation that you want todelete or not click on yes and id will be deleted

And as you can also change the id for your conveniounce

By clicking on top of window on change id a small window will show in which put your new id and the id will change

This is how we can maintain accounts and delete id and change ids.

We will open software called peach tree. It will be installed in your system you

have to go in desktop and double click on it. Start software from the desktop

shortcut by double click.

And open your existing company.

Then a window will appear on screen:

Now click on setup a new company and then the next page will appear on screen

will:

This is an introductory window that tells us what information we should have to

proceed with a new company set up. Then click on next and then next screen will

appear:

In the above screen you have to fill out the required information. In which

minimum requirement is company’s name, other information is optional.

When you have filled out the requirements click on next and the next screen will

appear:

Now read out the options and click on last option given. In first option

For set up a new retail, Service, Construction, Manufacturing, Distribution

Company, using simplified charts of accounts.

Second option is: Set up a new Company using an extensive chart of accounts

from one of many sample camp

‘’Build your own company’’

The next window will appear will be:

If you have to record your transaction on accrual system then click on accrual and

if on cash basis then click on cash and proceed next.

In the above window you will be asked posting method. Real time or batch

method. Here we will select ‘Real Time’ and proceed next.

In above given screen you have to choose accounting period whether it is 12

monthly accounting period or accounting period that does not match with calendar

months.

After selecting the accounting year click next.

The next screen will appear is the last screen of steps of now clicks on finish. You

will be successfully opened your company’s accounts book. Now you can further

proceed to maintain your company’s accounts.