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Getting Started
Guide
For Peachtree Complete Accounting
®
RELEASE


7.0
Registration and Technical Support Information
To register your Peachtree Accounting
product: 1-800-718-1592
To purchase a Peachtree Support plan: 1-800-247-3224
http://www.peachtree.com
Internet web site

Copyright
Information in this document is subject to change without notice. Company names,
and data used in examples herein are fictitious unless otherwise noted. No part of this
document may be reproduced or transmitted in any form or by any means without the
express written permission of Peachtree Software, Inc.
© 1992-1999 Peachtree Software, Inc. All Rights Reserved.
Printed in USA
Peachtree Complete Accounting Getting Started Guide
Release 7
First Edition, May 1999
This document, the associated software, and the associated online documentation are
the property of Peachtree Software and are loaned to the user under the terms of the
Limited Use License Agreement. Unauthorized copying or use of the software or any
associated materials is contrary to the property rights of Peachtree Software and is a
violation of state and federal law. This material must be returned to Peachtree Software
upon demand.

Trademarks
Peachtree, the Peachtree logo, and Peachtree Complete are registered trademarks of
Peachtree Software, Inc. Peachtree Complete Plus, PeachLink, Peachtree Office
(Accounting), and Peachtree 2000 are trademarks of Peachtree Software, Inc.
Microsoft, MS-DOS, Windows, the Windows logo, and Windows NT are either
registered trademarks or trademarks of Microsoft Corporation in the Unites States
and/or other countries.
Quicken and Quickbooks are registered trademarks, and Quickbooks Pro is a
trademark of Intuit, Inc.
Other product names mentioned in this manual may be trademarks or registered
trademarks of their respective companies and are hereby acknowledged.
Portions of this program:
© 1992-1999 Pervasive Software, Inc.
© 1997-1999 Access Softek, Inc.
© 1994-1999 Inner Media, Inc.
© 1997-1999 WexTech, Inc.
© 1990-1999 InstallShield Software, Inc.
Peachtree Software License Agreement
The following states the license agreement that governs your use of this product. You
acknowledge and accept this agreement by proceeding with the installation of this
computer software from disks or CD-ROM.
LICENSE
PLEASE READ CAREFULLY THIS LICENSE AGREEMENT BEFORE CLICKING THE
ACCEPT BUTTON BELOW. PROCEEDING WITH THE INSTALLATION OF THIS
COMPUTER SOFTWARE INDICATES YOUR ACCEPTANCE OF THE TERMS OF
THIS LICENSE. IF YOU DO NOT AGREE WITH THESE TERMS, YOU SHOULD
CANCEL THE INSTALLATION PROCESS AND RETURN THE PACKAGE AND ITS
CONTENTS TO PEACHTREE SOFTWARE WITHIN SIXTY (60) DAYS, AND YOUR
MONEY WILL BE REFUNDED.
Peachtree Software, Inc. ("Peachtree"), provides the computer software program(s) and
documentation (printed manuals, guides, bulletins, and/or online Help) contained in the
package and any modifications, updates, revisions, or enhancements received by you
from Peachtree or its dealers (the "Program") and licenses its use under the terms
below.
a. You are granted a nontransferable license to use the Program under the terms
stated in this Agreement for personal use in your business or profession. Title and
ownership of the Program and of the copyright in the Program remain with
Peachtree.
b. You may not make copies, translations, or modifications of or to the Program,
except you may copy the Program into a machine-readable or printed form for
backup purposes in support of your use of the Program. You must reproduce the
copyright notice on any copy of the Program or portion of the Program merged into
another program. All copies of the Program and any portion of the Program merged
into or used in conjunction with another program are and will continue to be the
property of Peachtree and subject to the terms and conditions of this Agreement.
c. If you purchased a single-workstation license of the Program, this license is for use
of the Program on one workstation. You must purchase a license to use the
Program for each additional workstation on which the Program will be installed or
accessed.
d. If you purchased a multiple-workstation license of the Program, this is a single-site
license. The Program may be placed on a local network system, which connects
multiple workstations located at a single site. Use of the Program at additional sites
requires the purchase of additional site licenses.
e. You may not assign, sell, distribute, lease, rent, sublicense, or transfer the Program
or this license or disclose the Program to any other person. You may not reverse-
engineer, disassemble, or decompile the Program or otherwise attempt to discover
the source code or structural framework of the Program.
f. This license terminates if you fail to comply with any provision of this Agreement.
You agree upon termination to destroy the Program, together with all copies,
modifications, and merged portions in any form, including any copy in your
computer memory or on a hard disk.
LIMITED WARRANTY
Peachtree warrants that the Program substantially conforms to the specifications
contained in Peachtree™s packaging and promotional materials for a period of sixty (60)
days from delivery as evidenced by your receipt, provided that the Program is used on
the computer operating system for which it was designed. Peachtree further warrants
that the media on which the Program is furnished will be free from defects in material or
workmanship for a period of sixty (60) days from delivery. All warranties stated in this
Agreement apply only when the Program is used within the United States of America
and its territories. Peachtree™s sole obligation and liability for breach of the foregoing
warranties shall be to replace or correct the Program so that it substantially conforms to
the specifications or to replace the defective media, as the case may be.
Any modification of the Program by anyone other than Peachtree voids the foregoing
warranty. NO OTHER WARRANTIES ARE EXPRESSED AND NONE SHALL BE
IMPLIED. PEACHTREE DOES NOT WARRANT THAT THIS SOFTWARE IS FREE OF
BUGS, VIRUSES, IMPERFECTIONS, ERRORS, OR OMISSIONS. PEACHTREE
SPECIFICALLY DISCLAIMS AND EXCLUDES ANY IMPLIED WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. SOME
STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE
FOREGOING MAY NOT APPLY TO YOU.
Support
Peachtree will support the current version of this software and any previous versions
that Peachtree elects to support. However, due to the constantly changing environment
of personal computer technology, previous versions may become inoperable or
incompatible with current operating systems, hardware, or other technologies. For you
to continue to operate successfully, it may be necessary to purchase an upgrade. Free
support is provided for thirty (30) days after Product registration. Any subsequent
support requires purchase of a support option, as outlined in the package or on our web
site.
Tax Updates
Likewise, changes in state, federal, or local tax laws may render this software, or
previous versions, obsolete. To continue to operate successfully, it may be necessary
for you to purchase an update. In addition to these fees, Peachtree may require you to
purchase an upgrade to a current version of the Program as tax laws change. Peachtree
does not update versions of the Program that are not shipping at the time of a change
in tax laws.
RECOMMENDED ENVIRONMENT
This Program has been designed to work optimally in the environment documented
within the system requirements. Any defects, inconsistencies, or issues arising out of
operating outside the parameters set forth therein may require the licensee to pay
additional maintenance/upgrade costs to Peachtree to support and/or rectify.
LIMITATION OF LIABILITY
IN NO EVENT SHALL PEACHTREE™S LIABILITY TO YOU FOR DAMAGES
HEREUNDER FOR ANY CAUSE WHATSOEVER EXCEED THE AMOUNT PAID BY
YOU FOR USE OF THE PROGRAM. IN NO EVENT WILL PEACHTREE BE LIABLE
FOR ANY LOST PROFITS OR OTHER INCIDENTAL OR CONSEQUENTIAL
DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE PROGRAM
EVEN IF PEACHTREE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES.
U.S. Government Restricted Rights
The Program is provided to the Government with RESTRICTED RIGHTS. Use,
duplication, or disclosure by the Government is subject to restrictions set forth in
subdivision (c) (1) of The Rights in Technical Data and Computer Software clause at
252.227-7013. Contractor/Manufacturer is Peachtree Software, Inc., 1505 Pavilion
Place, Norcross, GA 30093.
This Agreement is governed by the laws of the state of Georgia. In the event that any
provision of this Agreement is found invalid or unenforceable pursuant to judicial decree,
the remainder of this Agreement shall be valid and enforceable according to its terms.
PEACHTREE and PEACHTREE SOFTWARE are registered trademarks of Peachtree
Software, Inc.
• Table of Contents •
Chapter 1 Introducing and Installing Peachtree Accounting
Introducing Peachtree Complete Accounting Release 7 . . . . . . . . . . . . . . . . . . . 2
About This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Contents of the Peachtree Accounting Package . . . . . . . . . . . . . . . . . . . . . . . 4
Contents of the Peachtree Accounting Compact Disc . . . . . . . . . . . . . . . . . . 4
Installing Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Installing Online Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Displaying the Peachtree Accounting Online Manuals. . . . . . . . . . . . . . . 7
Installing Peachtree Accounting on a Network . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Network Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Installing on a Client/Server Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installing on a Peer-to-Peer Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installing on the Network Administrator™s Machine . . . . . . . . . . . . . . . 11
Installing on a Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
About Record and File Locking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Record Locks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Exclusive File Locks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
What™s Next? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Registering Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Practicing with Sample Data and Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Exploring Sample Company Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Following Online and Written Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . 19
Creating a New Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Converting Existing Company Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Peachtree Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Before Contacting Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Uninstalling Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Troubleshooting Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
When I attempt to install Peachtree Accounting,
I received the error, “You must have full administrative rights
to your computer.” What™s wrong?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
What will happen to my existing Peachtree company
after I install the upgrade? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
What will happen to my custom reports, forms,
and financial statements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
I tried opening Peachtree Accounting, and received
an error that read “Btrieve initialization failed due to invalid
transaction file. Please delete the Btrieve.trn file, exit Windows
and retry.” What happened? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25




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Table of Contents
Getting Started Guide


I™m not using a network now, but I plan to in the future.
How should I install Peachtree Accounting? . . . . . . . . . . . . . . . . . . . . . . .25
I get an error message during installation that says
it can™t read or copy a file. What should I do? . . . . . . . . . . . . . . . . . . . . . .25
I™m getting a message that says “Setup initialization error due to
insufficient memory” or the message “Cannot find Status.dat”
and/or “Options.dat.” How can I correct it? . . . . . . . . . . . . . . . . . . . . . . .26
Why am I getting a “Btrieve version 5.10 is too old” message
when I attempt to start Peachtree Accounting?. . . . . . . . . . . . . . . . . . . . .26
I™m having problems using Peachtree Accounting
and my large system fonts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
I™m starting Peachtree on a workstation across the network,
and I™m receiving the message “Cannot open
F:\PEACHW\STATUS.DAT or OPTIONS.DAT.”
What do I need to do to correct it?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
I™m installing on a Novell Network version 3.12 or higher
workstation, and am getting a “could not remove file” message.
Why is Peachtree Accounting not installing on my network? . . . . . . . . .27
I™m running Peachtree Accounting on a network, and I frequently
receive the message “The record in file ˜Customer.DAT™ is
currently in use. Please try again when it is available.”
What can I do about this? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Chapter 2 Upgrading from Previous Versions
Installing the Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Using Existing Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Converting Existing Company Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Starting the Data Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Troubleshooting the Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Troubleshooting Data Conversion on a Network. . . . . . . . . . . . . . . . . . .34
Conversion Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Features in Release 7 that May Impact Conversion . . . . . . . . . . . . . . . . . . . .35
Year 2000 Compliant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
User/Password Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Use Audit Trail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Hide G/L Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Accounting Behind the Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Peachtree Accounting Color Schemes . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Time and Expense Ticket Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . .39
From Peachtree Complete Accounting Release 4. . . . . . . . . . . . . . . . . . . . . .39
From Peachtree Accounting Release 3.5 (or lower) . . . . . . . . . . . . . . . . . . . .40
After the Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Upgrading Inventory from Peachtree Accounting Release 3.0 . . . . . . . .44
From Peachtree First Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Upgrading Inventory from First Accounting Release 1.0 . . . . . . . . . . . . .45
Upgrading Payroll from First Accounting Release 1.0 . . . . . . . . . . . . . . .46


ii
Converting Data from other Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Peachtree Complete Accounting for DOS. . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Quicken. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
QuickBooks and QuickBooks Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Chapter 3 Tutorials
Lesson Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Lesson I”Getting to Know Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . 52
How to Start Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Starting Microsoft Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Starting Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
The Startup Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
What If There Is No Startup Screen? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Getting to Know Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

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