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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: To purchase a Peachtree Support plan: Internet web site 1-800-718-1592 1-800-247-3224 http://www.peachtree.com 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. 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. 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. 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. 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 reverseengineer, disassemble, or decompile the Program or otherwise attempt to discover the source code or structural framework of the Program. 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. b. c. d. e. f. 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 i 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Peachtree Complete Accounting for DOS. . . . . . . . . . . . . . . . . . . . . . . . . . . Quicken. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . QuickBooks and QuickBooks Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 47 47 47 Chapter 3 Tutorials Lesson Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson I--Getting to Know Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . How to Start Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Starting Microsoft Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Starting Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Startup Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . What If There Is No Startup Screen? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Getting to Know Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Navigating in Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Navigation Aids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . What If You Don't See the Navigation Aids? . . . . . . . . . . . . . . . . . . . . . . More Peachtree Accounting Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Getting Help with Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Peachtree Accounting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Review of Lesson I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Quitting Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson II--Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up Tutorial Global Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Backing up the Sample Company Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Restoring the Sample Company Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Data Lookup Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering a New Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing a Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Displaying and Printing a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Action Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering a To Do Action Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering an Event Action Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using the Action Item Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Choosing a Peachtree Accounting Color Scheme. . . . . . . . . . . . . . . . . . . . . Review of Lesson II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson III--General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Beginning the Lesson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Working with the Chart of Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering an Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Making a Prior Year Adjustment (Beginning Balance). . . . . . . . . . . . . . Entering Budgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Posting Transactions to the General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . The General Ledger and General Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . General Journal Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 51 52 52 52 52 53 53 54 56 56 57 58 59 60 62 62 63 64 65 66 66 67 67 68 70 70 71 72 73 74 74 76 76 77 77 78 80 81 81 82 iii Table of Contents Getting Started Guide Accounting Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83 Changing Accounting Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84 Review of Lesson III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86 Lesson IV--Accounts Payable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88 Beginning the Lesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88 Accounts Payable Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89 Maintain Vendors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90 Entering a Discount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91 Entering a Purchase Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92 Printing Purchase Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95 Purchases/Receive Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96 Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101 Printing Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104 Display the Vendor Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106 Display or Hide General ledger Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . .107 Review of Lesson IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108 Lesson V--Accounts Receivable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110 Beginning the Lesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110 Accounts Receivable Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111 Quotes, Sales Orders, and Sales Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . .112 Entering a Quote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112 Proceed with Entering the Quote. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116 Converting the Quote to a Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118 Editing the Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119 Entering the Sales Invoice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121 Printing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124 Understanding Backorders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125 Entering a Cash Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127 Analyzing Customer Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129 Using the Collection Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129 Review of Lesson V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130 Lesson VI--Payroll. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133 Beginning the Lesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133 Payroll Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134 Default Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135 Maintain Employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137 Payroll Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138 Using the Payroll Register. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140 Print Paychecks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141 Analyzing Employee Earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143 Review of Lesson VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143 Lesson VII--Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145 Beginning the Lesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145 Tracking Inventory Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146 Setting Up an Inventory Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146 Inventory and Purchases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150 Inventory and Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151 iv Inventory Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Maintaining Item Prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Review of Lesson VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson VIII--Job Costing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Beginning the Lesson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Job Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up a Job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copying a Job ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Job Costing and Purchasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Job Cost and Payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Job Costing and Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Job Cost Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Review of Lesson VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson IX--Company Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Beginning the Lesson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Memorized Transactions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . User IDs and Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Audit Trail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Removing User/Password Protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Review of Lesson IX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lesson X--Time & Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Beginning the Lesson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Restoring the Sample Company Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up Tutorial Global Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Changing the System Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Time & Billing Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Recording Time Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering a Time Ticket. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using a Weekly Time Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Recording Expense Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering Billable Expense Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering a Non-Billable Expense Ticket . . . . . . . . . . . . . . . . . . . . . . . . . Entering a Reimbursable Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Time and Expense Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pay Our Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reimburse Our Employee for Out-of-Pocket Expenses . . . . . . . . . . . . Record the Company Check Issued to the Outside Printer . . . . . . . . . Bill Our Customer for the Work Completed . . . . . . . . . . . . . . . . . . . . . . . What Happens Next?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Review of Lesson IX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 153 156 157 157 158 159 162 164 165 167 171 172 173 173 174 178 181 184 185 186 186 187 188 188 189 190 190 195 198 198 201 202 202 203 204 205 206 211 211 v Table of Contents Getting Started Guide Appendix A Converting Quicken Data to Peachtree Accounting Understanding the Conversion Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214 Converting from Quicken 99 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215 Exporting Quicken Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216 Preparing for the Quicken Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216 Reviewing Payee and Class Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216 Reviewing Accounts and Categories. . . . . . . . . . . . . . . . . . . . . . . . . . . . .216 Printing Quicken Checks and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . .217 Creating a Directory for the Exported Files . . . . . . . . . . . . . . . . . . . . . . . . .217 Exporting Data from the Windows Version of Quicken . . . . . . . . . . . . . . .218 Exporting Data from the MS-DOS version of Quicken. . . . . . . . . . . . . . . .219 Checking What You've Exported . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .220 Create a New Company in Peachtree Accounting. . . . . . . . . . . . . . . . . . . . . . .221 Setting Up a New Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221 Completing Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223 Deleting Default Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223 Make a Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223 Importing Quicken Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224 Stepping Through the Quicken Import Process. . . . . . . . . . . . . . . . . . . . . .224 Converting Quicken Accounts and Categories. . . . . . . . . . . . . . . . . . . . . . .225 Selecting Quicken Accounts to Convert (Part 1 of 6). . . . . . . . . . . . . . .226 Selecting Quicken Categories to Convert (Part 2 of 6). . . . . . . . . . . . . .228 Converting Quicken Payee and Class Names . . . . . . . . . . . . . . . . . . . . . . . .230 Converting Quicken Payees to Peachtree Vendors (Part 3 of 6) . . . . . .231 Converting Quicken Payees to Peachtree Customers (Part 4 of 6) . . . .232 Converting Quicken Classes to Peachtree Jobs (Part 5 of 6) . . . . . . . . .233 Converting Quicken Payees to Peachtree Employees (Part 6 of 6) . . . .234 Balancing Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235 What to Do After Importing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235 Setting Up Necessary Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236 Setting Up Sales Tax Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .239 Identify Unnumbered Payment Transactions . . . . . . . . . . . . . . . . . . . . .239 Posting Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .240 Checking the Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .240 Getting Acquainted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .240 Troubleshooting the Quicken Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . .241 Frequently Asked Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .241 Appendix B Converting QuickBooks Data to Peachtree Accounting Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .246 Preparing for the QuickBooks Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . .247 Setting up QuickBooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247 Back up our QuickBooks company data . . . . . . . . . . . . . . . . . . . . . . . . . . . .248 Converting a QuickBooks Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .249 Stepping Through the Conversion Process. . . . . . . . . . . . . . . . . . . . . . . . . .249 vi What QuickBooks Data Is Converted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Field Comparison Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Address Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Company Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Chart of Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Sales Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Vendors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Payroll Setup Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assign W-2 Payroll Fields in Peachtree Accounting . . . . . . . . . . . . . . . Assign Payroll Fields for EmployEE- and EmployER-Paid Taxes . . . . Set Up Local Taxes after Converting from QuickBooks . . . . . . . . . . . . Converting Employees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Inventory Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . After Converting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Understanding Balances after Converting from QuickBooks . . . . . . . . . . Setting Up a Cash-Basis Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Troubleshooting the Conversion from QuickBooks . . . . . . . . . . . . . . . . . . . . Common Errors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . "No Name" Displays as Company Name after the Conversion . . . . . . Accounts Do Not Have Account Numbers . . . . . . . . . . . . . . . . . . . . . . Retained Earnings Account Not Found . . . . . . . . . . . . . . . . . . . . . . . . . Accounts Payable and Accounts Receivable Accounts Not Found . . . Company Already Exists and Cannot be Converted . . . . . . . . . . . . . . . Troubleshooting Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Comparing QuickBooks to Peachtree. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accounting Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inventory Costing Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Company Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255 255 255 257 258 260 262 262 264 266 267 268 270 273 275 277 277 278 280 280 280 280 280 281 281 281 282 282 283 283 283 284 vii Table of Contents Getting Started Guide viii Introducing and Installing Peachtree Accounting Introducing Peachtree Accounting About This Guide System Requirements Contents of the Peachtree Accounting Package Contents of the Peachtree Accounting Compact Disc 2 3 4 4 1 Installing Peachtree Accounting Installing Peachtree Accounting Installing Online Documentation Installing Peachtree Accounting on a Network Network Considerations Installing on a Client/Server Network Installing on a Peer-to-Peer Network About Record and File Locking 5 7 8 8 9 11 14 What's Next? Registering Peachtree Accounting Practicing with Sample Data and Tutorials Peachtree Technical Support Uninstalling Peachtree Accounting Troubleshooting Installation 17 18 21 23 24 1 Introducing and Installing Peachtree Accounting Getting Started Guide · Introducing and Installing Peachtree Accounting · Introducing Peachtree Complete Accounting Release 7 Welcome to Peachtree Complete Accounting--the award-winning accounting solution for small business success. Peachtree Complete Accounting contains all the powerful accounting features of Peachtree Accounting plus more complex accounting tools such as Job Costing, Fixed Assets and Time & Billing. Peachtree Complete is the advanced accounting solution for companies that want to better manage their time, books, and business. About This Guide This guide and the User's Guide refer to Peachtree Complete Accounting as Peachtree Accounting. Before you begin using Peachtree Accounting, be sure to read this guide for installation instructions, conversion instructions (if you have existing data), and other important issues. This guide includes the following information: · · · · · · · System requirements for installation Instructions for installing Peachtree Accounting Installation troubleshooting tips Information about converting existing data Instructions for setting up a new company Hands-on tutorials that demonstrate common features of Peachtree Accounting using sample data Instructions for converting existing Quicken and QuickBooks data 2 Introducing Peachtree Complete Accounting Release 7 System Requirements System Requirements To install Peachtree Accounting, you need the following hardware and software: · · · · 100% IBM PC compatible computer with a 486 processor (or higher) 12 MB (megabytes) of RAM (random access memory); 16 MB or higher is recommended Microsoft Windows 95, Windows 98, or Windows NT 4 Hard disk with the following free space requirements: Installation Component Peachtree Complete Accounting Peachtree Fixed Assets Peachtree Online Tutorial Adobe Acrobat Reader 3.02 and online manuals Diskette Install 42 MB 2 MB 7 MB N/A Compact Disc Install 44 MB* 2 MB* 42 MB 15 MB Note: The recommended Peachtree Accounting memory requirements are in addition to the memory required by your system software and memory used when entering company data. *Peachtree Fixed Assets is automatically included if you choose the Standard setup option while installing Peachtree Complete Accounting from the Peachtree Complete Accounting compact disc. · · MPC compatible CD-ROM drive (if you intend to use the compact disc version of Peachtree Accounting and multimedia features) VGA or SVGA monitor that can display a minimum of 256 colors; SVGA monitor is recommended if using the compact disc version Do not use large fonts--Peachtree will not display properly. · · · 8-bit or 16-bit SoundBlaster compatible sound card (if using multimedia sound enhancements included on the compact disc) Printers supported by Microsoft Windows 95 or Windows NT 4 Mouse or compatible pointing device 3 1 Introducing and Installing Peachtree Accounting Getting Started Guide Contents of the Peachtree Accounting Package The Peachtree Accounting software package includes the following items: · Peachtree Complete Accounting Release 7 Compact Disc For a complete description of the Peachtree compact disc contents, see the following section. Note: Diskettes are included in some upgrade versions of Peachtree Accounting, if requested. If you purchased a new product, only the compact disc version is included. A Floppy Disk Order Form is included if you require this type of media. · · · · Peachtree Complete Accounting Getting Started Guide Peachtree Complete Accounting User's Guide Peachtree Fixed Assets User's Guide PeachLink 2.0 Compact Disc and PeachLink User's Guide For a complete description of the PeachLink compact disc contents, refer to the PeachLink User's Guide. · Peachtree Products and Services Brochure (including information about Technical Support options, Peachtree Tax Service, Peachtree Training services, and additional products) Peachtree Business Checks & Forms Catalog · Contents of the Peachtree Accounting Compact Disc The Peachtree Accounting compact disc includes the following items: · Peachtree Complete Accounting Release 7 This package includes the Peachtree Complete Accounting setup program, the Peachtree Complete Accounting program, Peachtree Fixed Assets program, Peachtree Accounting Help, standard Peachtree Accounting forms, online tutorial, and sample company data. · · Online versions of the Peachtree Accounting manuals Adobe Acrobat Reader 3.02 This program allows you to open electronic documents in Portable Document Format (PDF). You must have Adobe Acrobat Reader installed before viewing the online versions of the Peachtree Accounting manuals. 4 Installing Peachtree Accounting Contents of the Peachtree Accounting Compact Disc Installing Peachtree Accounting The following instructions explain how to perform a standard (or upgrade) installation of Peachtree Accounting. If you are using a network, refer to "Installing Peachtree Accounting on a Network" on page 8. 1 Turn on your computer and start Windows. Peachtree Accounting setup requires Windows 95, Windows 98, or Windows NT 4. 2 Exit all programs and disable virus-protection and screen saver programs on your computer. This frees up memory and avoids interference with the Peachtree Accounting setup process. 3 Insert the Peachtree Accounting compact disc in your CD-ROM drive; or, insert Peachtree Diskette #1 in the diskette drive. If you are installing from compact disc, the Welcome menu appears. Click Install Peachtree Accounting, and continue with the next step. If you are installing from diskettes or the Welcome menu does not automatically appear onscreen, do the following: Select Start, then Run. Type A:SETUP and select OK. (Substitute the appropriate drive letter for your diskette or CD-ROM drive.) 4 5 Follow the onscreen instructions until the Peachtree Accounting Setup window appears. Review the installation instructions and select Next. Read the Licensing Agreement, and select Yes if you accept the terms. The Select Setup Type window offers up to four setup choices depending on if you are a new or previous user. 6 Click an installation option button, and follow the instructions displayed, clicking Next to continue. · Standard: Installs everything you need to begin running Peachtree Accounting. You cannot change the location where the program will be installed if you select this option. Upgrade: This option upgrades you from a previous version of Peachtree Accounting, maintaining your existing setup settings. Custom: You can set a different path for the program or data files using this option, or choose which components of Peachtree Accounting you want to install. Network: This option allows you to install program and data files in a network environment. · · · 5 1 Introducing and Installing Peachtree Accounting Getting Started Guide 7 In the Select Peachtree Accounting Program Folder window, change the name of the Peachtree Complete Accounting program folder, if necessary. Click Next to begin installing. If you are installing from diskette, follow the prompts and insert additional diskettes as needed. 8 A final window displays, indicating the successful completion of installation. · · · Read: Select this to view the Peachtree Accounting Release Notes file. Begin: Select this option to launch Peachtree Accounting. Return: Select this option to return to Windows. After installing Peachtree Accounting, you can optionally install the online manuals. For more information, see "Installing Online Documentation" on page 7. When finished with the setup process, you can set up a new Peachtree Accounting company, explore sample company data, or convert existing company data from a previous version of Peachtree Accounting. For more information on what to do after installing Peachtree Accounting, see "What's Next?" on page 17. 6 Installing Online Documentation Contents of the Peachtree Accounting Compact Disc Installing Online Documentation Electronic versions of the Peachtree Accounting manuals are included on the Peachtree Accounting compact disc. To display or use these documents, you must have Adobe Acrobat 3 (or higher) installed on your computer. Use the following procedure to install Adobe Acrobat Reader and Peachtree Accounting online manuals. 1 If proceeding after installing Peachtree Accounting from the compact disc, select Install Online Documentation from the Welcome menu. -- OR -- 1 If you completed the Peachtree installation earlier and now want to load the online manuals, do the following: · · · Exit all programs and disable virus-protection and screen saver programs on your computer. Insert the Peachtree Accounting compact disc in your CD-ROM drive. A Welcome menu displays. Select Install Online Documentation, and continue with the next step. If the Peachtree Welcome menu does not display, select Run from the Start menu. Type D:\DOC\SETUP and select OK. Substitute the appropriate drive letter for your CD-ROM drive. 2 Follow the prompts to install the online manuals and Adobe Acrobat Reader (if necessary). Displaying the Peachtree Accounting Online Manuals 1 From the Start menu, select Programs, and then point to the Peachtree Accounting folder (or the name of the program folder you chose during the Online Documentation setup). Select the manual you want to read. 2 · · · Getting Started Guide: the online version of the Peachtree Complete Accounting User's Guide (PCWGS.PDF) User's Guide: the online version of the Peachtree Complete Accounting User's Guide (PCWUG.PDF) Fixed Assets User's Guide: the online version of the Peachtree Fixed Assets User's Guide (PCWFAUG.PDF) For complete information on using Adobe Acrobat Reader, refer to the Online Guides installed with the Acrobat Reader program. 7 1 Introducing and Installing Peachtree Accounting Getting Started Guide Installing Peachtree Accounting on a Network A network connects all types of computers and computer-related devices, such as hard drives, printers and CD-ROM drives. Computers that share devices with other computers are called servers. Peachtree Accounting comes network-ready and multiuser; it is ready to install on a network for use at your company. Peachtree Accounting will run on two basic types of networks: peer-to-peer, such as Windows 95 Networking, and client/server, such as Novell 4.x or above. Before you install on your network, you must know whether you have a peer-to-peer network or a client/server network. Peer to Peer This is a network that allows each connected computer to act as a server and/ or a workstation. Each computer can share its hard drive, printers, or other devices with all other computers in the network. This makes each computer on the network equal to the other computers, or a "peer." However, when you are sharing data (such as accounting information), you want to designate one computer as the primary server for the data. In other words, you don't want the data on everyone's computer, only the primary server (such as the administrator's computer). Examples of peer-to-peer networks are Artisoft's LANtastic or Windows 95 Networking. Client/Server This is a network with a traditional server acting as a central unit (the primary server) with several workstations connecting to it. The server is where you store the data that will be shared by the workstations. Network Considerations Peachtree Accounting can be operated on any network software that supports Microsoft Windows and NetBios. However, there are certain considerations: · · Your data must reside on a network drive (either on the server or the administrator's machine for a peer-to-peer network). If you install the program files on each workstation, it enhances performance. Make sure you have full access (administrative rights) to the drive you are installing Peachtree Accounting. When you receive an upgrade to Peachtree Accounting, you must install the update the same way as you installed the original program. Real-time posting is recommended for better performance and fewer conflicts. · · 8