vendor account

Set up of a vendor account

·        First of all we select the vendor account from maintain tab the window will be

Click on vendor account again a window will appear

Then we fill the information new vendor ID and all necessary information and save all the data. in general tab we save the information like contact, account no. vendor type, telephone no etc .

·        After that we click on the purchase defaults the window will be

Then we fill the information according to requirement like purchase requisitions no. purchase account, different delivery methods.

·        Now click on the customer field the following window will appear

We write about the office manger and account req. no

·        Finally we click the history the window will be

And write the information about customer history

customer prospect

How to maintain customer prospect:

·      First of all open an existing company then click on maintain bar the following window will appear

·      After that click on customers/prospect then following window will appear

After that  fill the information in header bar i.e customer ID &name then fill the information in TAB bar.

·      Then we will click  the bill to address and select the ship to address the following window will be appears

We write the ship name ,address and all necessary information

·      Now click on sales default tab the following window will appear

Now we select sales Id on click the lookup button

·      After that click on the payment default  tab the following window will show

When the customer pay amount through credit card then we fill the required information.

·      Now click on customer field the window will appear as

We can change the main headings according to the our requirement.

·      Finally we click the history the window will be

We fill the information according to all leadgers.

How to maintain default customer information

·      First of all we go to maintain tab and click on it the following window will appear

Then click on sub file on customers again an file will be appear

Then we record the information that are necessary in payment terms for example cash on delivery ,prepaid and due date and different discount terms and cried limit, then  we move the curser on GL sales account two bar show one is + and second is ? we click on look up button and select the id of sales account and same id on discount GL account if first sales account is not made then  move the curser on GL account and double click on it the following window will be appear

In this way we made the account for sales.

·      Next click on the  next tab bar account aging the following window will appear

We record the information of invoice date and due date and record information about payment of periods .

How to maintain the chart of accounts using Peachtree

In order to maintain accounts follow the following steps:

Ø At the very first we open the Peachtree software .

Ø After that we open the existing company file that we have created before.

The window  will be

Ø After opening our company file we will select the option Maintain from the option bar.

The following window will appear

Ø Here we select the chart of accounts .

Ø When we open chart of account of the company the following window will display on the screen.

Here we enter the account id of our account and then we will hit the button tab to switch to other requirement that is description of our account, and entering the description we will again hit the button tab to move to the other requirement, here we select the account type.

Ø After entering all the above data we will press the buttons to save it into the chart of account of our company.

Correct in chart of accounts:

Ø By any chance if we have recorded the wrong account id , description or the account type of any account, we can slect the the look up 

Ø  

And then opening the specific account that we want to correction

Ø In order to change the account id we have to click on the change id option  and then record the new account id , after recording the correct information we will save it.

Ø The important thing that should be kept in mind is that we cannot change the recorded account if we have entered any begging or ending inventory against that account.

Ø How to add begging balances

First of all we select the begging balances button

The window will be

In this way we select the time period in current ,past and future then click ok the following window will be appear

Add all begging balances and it is also confirmed that all balances are correct

We also add a new account in begging balance ,we also give id description and select the button ok.