Tuesday 13 August 2013

Course Syllabus & Sample Lessons



CHAPTER 1- Getting Acquainted with Peachtree
Lesson 1.1- The Peachtree Environment free
Lesson 1.2- The Peachtree Navigation Centers free
Lesson 1.3- Using the Menu Bar
Lesson 1.4- Using the Main Application Toolbar
Lesson 1.5- Learning Common Business Terms
CHAPTER 2- Setting Up a Company
Lesson 2.1- Creating a Peachtree Company free
Lesson 2.2- Setting Customer Defaults free
Lesson 2.3- Setting Vendor Defaults
Lesson 2.4- Setting Inventory Defaults
Lesson 2.5- The Payroll Setup Wizard
Lesson 2.6- Setting Payroll & Employee Defaults
Lesson 2.7- Setting Job Defaults
Lesson 2.8- Making a Backup
Lesson 2.9- Restoring from a Backup File
CHAPTER 3- Using the General Ledger
Lesson 3.1- General Ledger Default Settings free
Lesson 3.2- Adding Accounts free
Lesson 3.3- Deleting Accounts
Lesson 3.4- Adding Beginning Account Balances
Lesson 3.5- Adding General Journal Entries
Lesson 3.6- Basic General Ledger Reports
Lesson 3.7- Entering Account Budgets
Lesson 3.8- The Cash Account Register
CHAPTER 4- Starting Accounts Receivable
Lesson 4.1- Setting Up Accounts Receivable Defaults free
Lesson 4.2- Adding Customers free
Lesson 4.3- Adding Customer Beginning Balances
Lesson 4.4- Setting Statement and Invoice Defaults
Lesson 4.5- Sales Orders & Invoicing
Lesson 4.6- The Sales Orders Window
Lesson 4.7- The Sales/Invoicing Window
Lesson 4.8- The Receipts Window
Lesson 4.9- Statements and Finance Charges
Lesson 4.10- Selecting Deposits
Lesson 4.11- Changing a Record ID
CHAPTER 5- Starting Accounts Payable
Lesson 5.1- Setting Up Accounts Payable Defaults free
Lesson 5.2- Adding Vendors free
Lesson 5.3- Adding Beginning Balances for Vendors
Lesson 5.4- The Purchase Orders Window
Lesson 5.5- Entering a Drop Shipment
Lesson 5.6- Select for Purchase Orders
Lesson 5.7- The Purchases/Receive Inventory Window
Lesson 5.8- The Payments Window
Lesson 5.9- The Select For Payment Window
CHAPTER 6- Adding Inventory
Lesson 6.1- Adding Inventory
Lesson 6.2- Removing Inventory
Lesson 6.3- Entering Inventory Beginning Balances
Lesson 6.4- Building and Unbuilding Assemblies
Lesson 6.5- Making Inventory Adjustments
Lesson 6.6- Changing Item Prices
CHAPTER 7- Creating Payroll
Lesson 7.1- Adding Employees
Lesson 7.2- Adding Employee Beginning Balances
Lesson 7.3- Paying a Group of Employees
Lesson 7.4- Paying an Employee
Lesson 7.5- Creating Payroll Formulas
Lesson 7.6- Elements of Payroll Formulas
CHAPTER 8- Account Management
Lesson 8.1- Writing Checks
Lesson 8.2- Voiding Checks
Lesson 8.3- Reconciling Bank Accounts
Lesson 8.4- Changing the Accounting Period
CHAPTER 9- Using Sales Tax
Lesson 9.1- The Sales Tax Wizard
Lesson 9.2- Sales Tax Authorities
Lesson 9.3- Sales Tax Codes & Exempt Sales
Lesson 9.4- Collecting Sales Tax
Lesson 9.5- Paying Sales Taxes
CHAPTER 10- Using Quotes
Lesson 10.1- Entering Quotes
Lesson 10.2- Converting Quotes
CHAPTER 11- Job Tracking
Lesson 11.1- Setting Up a Job
Lesson 11.2- Setting Job Defaults
Lesson 11.3- Entering Beginning Balances for Jobs
Lesson 11.4- Making Purchases for a Job
Lesson 11.5- Invoicing for Job Purchases
Lesson 11.6- Job Tracking
CHAPTER 12- Time and Billing
Lesson 12.1- Adding Time Ticket Employees
Lesson 12.2- Entering Activity Items
Lesson 12.3- Entering Charge Items
Lesson 12.4- Entering Time Tickets
Lesson 12.5- Entering Expense Tickets
Lesson 12.6- Billing Time and Expense Tickets
CHAPTER 13- Changing System Settings
Lesson 13.1- Changing Posting Methods
Lesson 13.2- Posting/Unposting
Lesson 13.3- Memorized Transactions
Lesson 13.4- Using the Purge Wizard
Lesson 13.5- Using the Year-End Wizard
CHAPTER 14- Reporting
Lesson 14.1- The Cash Manager
Lesson 14.2- The Collection Manager
Lesson 14.3- The Payment Manager
Lesson 14.4- The Financial Manager
Lesson 14.5- Find on Report
Lesson 14.6- Preset Reports
Lesson 14.7- Report Groups
Lesson 14.8- Modifying Reports
Lesson 14.9- Exporting Reports to Excel
Lesson 14.10- Importing & Exporting Data
Lesson 14.11- Exporting to PDF
Lesson 14.12- Modifying Screen Templates
Lesson 14.13- Modifying Forms
CHAPTER 15- The Internal Accounting Review
Lesson 15.1- Using the Internal Accounting Review
CHAPTER 16- Action Items
Lesson 16.1- Events
Lesson 16.2- To-Do Items
Lesson 16.3- Alerts
CHAPTER 17- Options
Lesson 17.1- Changing Global Options
Lesson 17.2- Changing the System Date
CHAPTER 18- Assets and Liabilities
Lesson 18.1- Assets and Liabilities
Lesson 18.2- Creating an Other Current Assets Account
Lesson 18.3- Subtracting Value from an Other Current Assets Account
Lesson 18.4- Creating a Fixed Assets Account
Lesson 18.5- Accumulated Depreciation
Lesson 18.6- Liability Accounts
Lesson 18.7- Paying on a Long Term Liability
Lesson 18.8- Equity
CHAPTER 19- Credits
Lesson 19.1- Entering Credit Memos
Lesson 19.2- Applying Credit Memos
Lesson 19.3- Entering Vendor Credit Memos
CHAPTER 20- Help
Lesson 20.1- Using the Contents
Lesson 20.2- Using the Index
Lesson 20.3- Using the Search Feature

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