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Lesson Plan 50
Before You Begin 51
Lesson I”Getting to Know Peachtree
Accounting 52
Lesson II”Basic Procedures 63
Lesson III”General Ledger 76
Lesson IV”Accounts Payable 88
Lesson V”Accounts Receivable 110
Lesson VI”Payroll 133
Lesson VII”Inventory 145
Lesson VIII”Job Costing 157
Lesson IX”Company Administration 173
Lesson X”Time & Billing 186
3 Tutorials
Getting Started Guide

• Tutorials •
Whether you are new to Peachtree Accounting or an experienced user who
wants to learn more about the new features, this chapter gives you hands-on
practice using our sample company, Bellwether Garden Supply.

Lesson Plan
The tutorials are presented in the following easy lessons:
• Lesson I”Getting to Know Peachtree Accounting
• Lesson II”Basic Procedures
• Lesson III”General Ledger
• Lesson IV”Accounts Payable
• Lesson V”Accounts Receivable
• Lesson VI”Payroll
• Lesson VII”Inventory
• Lesson VIII”Job Costing
• Lesson IX”Company Administration
• Lesson X”Time & Billing
Each lesson is set up as an independent module in which you can practice at
your own pace. For example, everyone new to Microsoft Windows and
Peachtree Accounting would benefit from Lesson 1”Getting to Know
Peachtree Accounting. Lesson II”Basic Procedures is a good introduction to
general operations, but it can be skipped if you have previously used
Peachtree Accounting. If Payroll is your primary responsibility, feel free to
skip to Lesson VI.

Lesson Plan
Before You Begin

Before You Begin
In order to follow along with the tutorials, you must have Peachtree
Accounting installed along with the sample company data files. If you chose
the Standard or Upgrade setup option, the sample company data is installed
and you are ready to begin.
Peachtree Accounting includes the following sample company data:
• Bellwether Garden Supply. This is a retail and service company that
demonstrates Peachtree™s extensive inventory and job tracking
Pavilion Design Group: This is a graphic service company that

demonstrates Time & Billing features.
If you do not have sample company data installed, do the following:
® Reinstall Peachtree Accounting, select the Custom installation option and
choose to load sample company data only. For more information, see
“Introducing and Installing Peachtree Accounting” on page 1.

Which Tutorial Do I Use?
Peachtree Accounting offers you two tutorials to get acquainted with the
• Online Tutorial: This is a multimedia introduction of the basics and
new features of Peachtree Accounting.
Written Tutorial: This is a hands-on demonstration of Peachtree

Accounting (what you are reading at the moment). It uses sample
company data, allowing you to enter fictitious data and explore
many features included in Peachtree Accounting.

3 Tutorials
Getting Started Guide

Lesson I”Getting to Know Peachtree Accounting
This lesson helps you start, get to know, and move around Peachtree
Accounting. You will become familiar with the terms used throughout
Peachtree Accounting, as well as other Microsoft Windows programs.

You will learn how to
• Start and quit Microsoft Windows and Peachtree Accounting
• Use basic Microsoft Windows features such as windows and menus
in the Peachtree Accounting environment
• Learn basic Peachtree Accounting terms
• Use Navigation Aids
• Explore Peachtree Accounting online Help
Estimated Lesson Time: 30 Minutes

How to Start Peachtree Accounting
After you have installed Peachtree Accounting, you are ready to begin.
Starting Peachtree Accounting is essentially a two-step process.

Starting Microsoft Windows
® If you are using Microsoft Windows 95, Windows normally opens
automatically when you start your computer. If you have a menu option
when booting your computer, select Windows 95.

Starting Peachtree Accounting
® Click the Start button on the taskbar, and then select Programs. Select the
Peachtree Accounting folder, and then click the Peachtree Accounting icon.

Lesson I”Getting to Know Peachtree Accounting
The Startup Screen

The Startup Screen
After you have entered the product serial number and registration access
code, Peachtree displays the Startup screen.

From the Startup screen, you can open an existing company, set up a new
company, learn about the program through the online tutorial, explore the
sample company used in these tutorials, or convert a QuickBooks company
to Peachtree Accounting.
® Select “Explore a sample company” to open the sample company data.
The Select a Sample Company window opens and you can choose the sample
company you want to use.
The System Date is set to March 15, 2003.

What If There Is No Startup Screen?
If the Startup screen does not display, then someone has turned off this
option. Follow these instructions to open the sample company data.
1 From the File menu, select Open Company.
Peachtree displays the Open Company window.
2 Select Bellwether Garden Supply, and then click OK.
The sample company opens and all menus are available.

3 Tutorials
Getting Started Guide

Peachtree displays the Startup screen each time if the last company opened
was Bellwether Garden Supply.

Getting to Know Windows
The following illustrates basic parts of a window.

Minimize, Maximize/Restore,
Window menu Title bar and Close buttons

Main Menu

Navigation Aids

Window border
Status bar Mouse pointer

Below are of some basic windows terms:
Window menu: The window menu is opened or closed by selecting the
miniature button in the upper left corner of any window. Most of the
Window menu commands deal with controlling the windows on the desktop.
Double-clicking this button closes the window and/or application.
Title bar: This is the bar at the top of the window. When a company is open
in Peachtree Accounting, the name of the company is displayed. You can
select the title bar with your left mouse button and drag it to move the entire
window around on the desktop.
Menu bar: This displays all the menu options available in Peachtree
Accounting. These options may change depending on the particular window
that is open.

Lesson I”Getting to Know Peachtree Accounting
Getting to Know Windows

Menus: When you select a heading from the Menu bar, a menu of options
appears. You then select one of the menu command options available. You
can select a menu option without using the mouse by holding down the a
key and pressing the underlined letter in the menu option. For example,
a+F opens the File menu. When a menu option is dimmed, either it
doesn™t apply to your current situation, or is unavailable. For example, if you
use passwords, you may have limited access to certain areas of the program.
The areas to which you do not have user/password privileges will be dimmed
For more information on menu options, refer to the “Basics” chapter of the
User™s Guide.

Minimize, Maximize/Restore and Close buttons: Selecting the Minimize
button reduces the current window to a button on the Taskbar. Selecting the
Maximize button expands the current window to fill the entire desktop, or
screen area. The Restore button returns the window to its original size.
Selecting the Close button closes the current window and/or application.
Scroll bar: If there is too much information to fit in one window, a scroll bar
displays enabling you to move the window to see additional information.
Scroll arrow: When selected, the scroll arrow moves the window up, down,
or sideways to view more information if not all contents can be displayed at
Scroll box: Selecting the scroll box, you can drag it up or down to quickly
move through the window contents.
Status bar: The gray bar at the bottom of the Peachtree Accounting window
shows abbreviated help information about the current field.

Help Information System Date

Alert Notification Current Accounting Period

The status bar also shows the current system date (today™s date) and the
current accounting period. It will display an alarm clock icon when there are
Alerts due. (Alerts are action items you want to be reminded of; they are set
up through the Tasks, Action Items option.) You can hide the status bar by
unchecking the option through the Options menu.
Window border: The window border, when it is thick, can be used to size the
window. Move the mouse pointer to the border; when you see a double-sided
arrow, click and hold the left mouse button and drag the arrow until the
window is the desired size.

3 Tutorials
Getting Started Guide

Mouse pointer: This arrow-shaped cursor shows where you are on the screen
when you have a mouse installed.
Navigation Aids: These are unique Peachtree Accounting tools that offer you
a graphical alternative to the Main Menu options. The major functions of the
program are represented as icons or pictures that show you how tasks flow
through the system. You can use the mouse to select an icon to perform the
specific task you want.

Navigating in Windows

To... Do This...


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