HOW TO MAINTAIN A CUSTOMER

                  HOW TO MAINTAIN A CUSTOMER

When you want to maintain a customer firstly you have to open Peachtree and select customer /prospect from maintain option.

And then a window will open where you will see its two parts first is called header field and second is called tab field.

In first part you will write the customer id and name. And in second part there are five tabs are given. In general tabthere are lots of information you have to put but the minimum requirement is to fulfill address, country, and phone no contact and sales tax blank.

In  tab option is indispensable to fill. And save it.

When you click on payment default the following window will open where you have to fill the given blanks. And save it.

After that when you will click on customer field the following window will open and here you can write other information and then save it

.

In the last phase when you have done all the working and after that when you will click on history it will be shown in the window

After all that you when you click on the general tab here click on 

 and by clicking on it a window will open where you will write in customer name and date and the last blank. And then save it.

HOW TO MAINTAIN A CHART OF ACCOUNT

HOW TO MAINTAIN A CHART OF ACCOUNT

Firstly open Peach tree software and click on 1^st option and after that brows your file and then you will be able to see the following window:

And in this window you will select the option of chart of accounts.

In this you put account id and its description and click on ‘tab’ button for account type. This all working you done for the sake of recording.

You can see the recordings from look up button.

CHANGING IN THE SAVED RECORDS:

 If you want to delete the one of the saved data you will open it with the help of look up button and select it from the recordings and then click on delete button to delete it.

·       

  If you want to make any type of changing you again you will open the recordings with the help of look up button and select it from it and click on change button to make changing.

·      

Set up of a new company

Set up of a new company

To record a new setup of a company you open Peach tree software where following window will appear:

After opening this window you can choose these options but here we choose the second option because we are going to set up a new company.

In the next window you can see the different information as in introduction. So after reading it you click on the next.

Now company information’s window will appear in which you have to put information in the given boxes but here the minimum requirement is to fulfill the company name box. And after all that you click on the next button.

Aging by clicking next you can choose among several methods to set up the charts of accounts. Here you can choose first two for already developed charts of accounts by the software of many sample companies, or you can copy charts of accounts from existing Peach tree Company by selecting the 3^rd option, or accounting software compatible with Peach tree by selecting 4^th option but here we choose the last option because we are going to build our own company. And click on next.

In the next phase you have to choose one accounting method. One is accrual, where recording is made on the occurrence of transaction and next is cash, where recording is made on the receipt of cash. Here we choose accrual method. And click on next to continue. And you cannot reconcile your selection.

Next phase will be posting method, where two options are given. One is real time, where the transactions are posted to the general ledger as they are entered and saved. While in Batch, transactions are saved by the program and then posted in a group. This allows you to print or reconcile the transaction and then to save it and at last you click on next to continue.

Next phase will be to choose accounting period, normally 12 months period is selected so we choose this and click on next to continue.

I n the next step, you have to choose the month when the accounting period will start and the month when first time the transaction will recorded and side by side you choose the year. And click on next to continue.

B y clicking next congratulation window appear, click on finish and company set up complets.

how to open a file in word

Opening Microsoft Word Documents

We'll shortly add an address to the top of our Library Complaint letter. Before we do that, we'll learn how to open a file. After all, you might have closed down Microsoft Word, or your computer might have crashed. The result being that you no longer have your library letter loaded into Word. So here's how to Open a file you have saved, and want to work on again.

From the File menu, click Open:

The Open dialogue box appears, and looks like the image below:

The Open dialogue box looks very similar to the Save As dialogue box. "Save in", "File name", and "Files of type" work in exactly the same way as the Save As dialogue box. Notice, though that the File name text box is blank, and the Open button is not available. It has been greyed out.

The reason that the Open button is greyed out, and therefore not available, is that text box is empty. Once you select a file, the Open button will be ready for us.

But the text box is empty because no file has been selected. A file is selected from the larger white area in the middle. Clicking on the file once with the left hand mouse button will select a file. In the previous image, there was only one file available for selection - a document called "rrKeyCaps.doc". That is not the one we want.

To locate the file we want, we need to open the folder called "My WP Projects". Because that's where we saved it. You can see from the image that this folder is in the list of folders, just below the folder called My Pictures:

You can see also that we are in the folder called My Documents. To open up the folder we want, simply double click it. This will take us inside the My WP Projects:

The whole Open dialogue box now looks like this:

The file we want, Library Letter, has been clicked on. As a result, the Open button is no longer greyed out. We can go ahead and click it. When we do, our letter will open in Microsoft Word.

To recap then on how to open a file. Do the following

· Navigate to the folder where the file was saved

· Click on the file to select it

· Click the Open button

OK, now that you know how to Open a file, we can start adding the address to our letter.