Reshaping Business For Ultimate Growth

Peachtree Accounting Software Training Institute, Lahore

Just starting out in Peachtree Accounting? Ready to learn more about a specific advanced capability and how to adapt it to your business? BITECH Solutions provides expert training & classes on Peachtree Accounting Software in Lahore, Pakistan.
We provide Peachtree Accounting training and classes in person or online depending on your location. If you are planning to visit Saudia for job then Peachtree accounting software training is a must for you. A majority of companies in Saudia, Qatar & Dubai are using Peachtree Accounting Software for Accounting Management.

 

Peachtree Training Program

Getting Started

To gain an overview of the course and the topics to be covered
To know how Peachtree works and how you can get around in Peachtree
To learn common business terms used by Peachtree
To Discuss different versions of Peachtree
To see how to exit Peachtree

Setting Up and Managing Peachtree Data Files

To discuss decisions that must be made before using Peachtree
To create a new Peachtree company using the Easy Step Interview
To set Peachtree preferences
To discuss Single vs. Multi user mode and how to add users
To discuss different Peachtree file types and Backup Options

Working with List and Items

To edit the company chart of accounts
To add a new customer to the Customers & Jobs list
To add a new vendor to the Vendor list
To learn about custom fields, and to practice adding custom fields
To see how to manage lists and items in Peachtree

Working with Bank Accounts

To learn how to work with registers for Peachtree bank accounts
To demonstrate how to open a register
To learn the features common to all registers
To learn when and how to make entries directly in the register
To demonstrate how to reconcile a Peachtree bank account

Entering Sales Information

To learn about the different formats available for sales forms
To save sales and purchase forms in Portable Document Format (PDF)
To practice creating a new invoice
To learn the purpose and use of the Peachtree Item list
To see how Peachtree records the information you enter on sales forms
To memorize an invoice transaction for reuse
To add a new item to the Item list
To add a new price level to the Price Level list
To associate a price level with a customer
To generate reminder statements

Receiving Payments & Making Deposits

To learn how to record customer payments in Peachtree
To learn how to handle customer discounts, partial payments, overpayments, or down payments
To see how to record a deposit in Peachtree, and learn how Peachtree treats the deposit behind the scenes
To learn how to enter cash back from a deposit in Peachtree

Entering and Paying Bills

To discuss the different ways, you can handle bills in Peachtree
To learn how to enter a bill in Peachtree
To use the Pay Bills window to pay a bill in Peachtree

Using Other Accounts in Peachtree

To introduce the other account types available in Peachtree
To learn how to track credit card transactions in Peachtree
To reconcile a credit card account
To see how to make a credit card payment
To discuss the different types of asset and liability accounts you can create and see how to track assets and liabilities in Peachtree.
To introduce the subject of equity and Peachtree equity accounts

Analyzing Financial Data

To discuss some of the tools Peachtree gives you for analyzing financial data: Quick Reports, preset reports, and graphs
To create a Quick Report
To learn about the types of preset reports Peachtree offers
To practice creating reports and viewing them onscreen
To customize a report by changing how it looks and the data it covers (filtering)
To save reports as Portable Document Format (PDF) files
To learn how to export a report to Microsoft Excel
To practice filtering reports in Microsoft Excel
To learn about the types of graphs Peachtree offers
To create and customize several graphs

Setting Up Inventory

To get an overview of inventory in Peachtree
To practice filling out a purchase order for inventory items
To track the receipt of the inventory items in Peachtree
To adjust inventory manually, to enter a stock loss or increase
To set up and use units of measure

Tracking and Paying Sales Tax

To get an overview of sales tax in Peachtree (the steps involved in tracking, collecting, and paying it)

To see how to set up Peachtree to track sales tax
To see how to apply sales tax to a sale
To learn how to determine a business’s sales tax liability
To write a Peachtree check to the appropriate tax agency for sales tax liability

Tracking Time

To learn how to track time worked on a project
To learn how to invoice a customer for time worked on a project
To create project reports for time tracking and learn about other project reports
To learn how to set up items used to track time worked by owners or partners
To learn how to pay non-employees for time worked

Estimating & Progress Invoicing

To learn how to create job estimates
To find an estimate in a data file
To learn to duplicate an existing estimate
To create an invoice from an estimate
To display project reports for estimates
To update a job’s status
To make an estimate inactive

Customizing Forms and Writing Peachtree Letters

To learn how to modify a preset invoice form
To design a custom invoice form
To see how to print invoices
To learn how to prepare a collection letter for overdue customers
To learn how to edit a pre-written letter in Peachtree