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 in ...