ACCOUNTING OPERATIONS WITH PEACHTREE COURSE OUTLINE
Our training options include:
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Introduction Training Class
Intermediate Training Class
Advanced Training Class
INTRODUCTION TRAINING CLASS
Basic bookkeeping skills will be reviewed in class. During class participants will use New
Company Set-Up to create a new company. All company default information will be
reviewed. Data file entry and modification including chart of accounts, customers,
vendors, inventory and employees will be reviewed. No product knowledge required.
Course Pre-requisites
Participants are not required to have any prior product knowledge of Peachtree
Accounting to attend; however participants should have a basic working knowledge of
Windows XP or higher.
Below is an overview of our course instruction:
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New Company Setup
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Setup Review - includes advanced Setup Options and Procedures
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General Ledger - default information, account id's & department masking, review
account types, modify chart of accounts, account beginning balances, budgets
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Accounts Receivable - Customer defaults, statement & invoice defaults, review
sales tax setup, review adding customers, customer beginning balances
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Accounts Payable - vendor defaults, review adding vendors, vendor beginning
balances
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Payroll - payroll setup wizard, employee defaults setup wizard, adding
employees, employee beginning balances, payroll tax table overview, employee
listing
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Inventory - inventory item defaults, review inventory accounting, review adding
items, calculated price levels, setting up assemblies, inventory beginning
balances
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Questions & Answers
Copyright © 2011 Dataville Solutions Ltd. All Rights Reserved.
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INTERMEDIATE TRAINING CLASS
Our Peachtree Intermediate Training Class is designed to provide Peachtree Quantum
and all other Peachtree version users a thoroughly interactive understanding of the
program, or as a continuation to our Introduction to Peachtree Complete Accounting
Course.
Course Pre-requisites
Participants are required to have basic knowledge of Peachtree Accounting to attend.
Also, participants should have a basic working knowledge of Windows XP or higher.
Below is an overview of our course instruction:
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General Ledger - review basic general journal entry and financial statements,
account grouping
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Accounts Receivable - review basic AR transactions, credit memos &
prepayments, applying finance charges, using select for deposit, accounts
receivable reports
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Accounts Payable - review basic AP transactions, credit memos & prepayments,
cash & credit card purchases, select for payment check runs, reports
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Inventory - enter inventory adjustments, build assemblies, inventory reports, job
costs
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Payroll - paying employees, payroll reports
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Balancing the Trial Balance - Month End - accounts receivable, accounts payable,
payroll & inventory
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Questions & Answers
Copyright © 2011 Dataville Solutions Ltd. All Rights Reserved.
2
ADVANCED TRAINING CLASS
Our Peachtree Software Advanced training class applies to all Peachtree Software
vertical packages including Peachtree Quantum. It provides a more detailed, behind-thescenes understanding of the program's capabilities from an accounting standpoint!
Below is an overview of our course instruction:
Course Pre-requisites
Participants are required to have in-depth prior product knowledge of Peachtree
Accounting.
Below is an overview of our course instruction:
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Security - setting up user passwords and generating audit reports
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Setup Review - includes advanced Setup Options and Procedures
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Review Backup Utility - setting a back up schedule, time and billing setup
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Special Procedures - changing accounting periods, month end reports &
balancing, applying finance charges, voiding transactions, task screen templates,
changing account ID’s, consolidating companies, memorized transactions
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Reporting - Excel link, forms modification, report modification, customizing
financial statements, collection letters, find transactions, report group
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Time and Billing - activity & charge items, time ticket entry, expense ticket entry,
applying tickets to sales, time ticket payroll, time & billing report
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Payroll – Tax Tables - setting up special payroll tax tables
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Bank Account Reconciliation - bank account reporting
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Questions & Answers
Copyright © 2011 Dataville Solutions Ltd. All Rights Reserved.
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