vi
User’s Guide
Printing Vendor Checks..............................................................244
Voiding Vendor Checks..............................................................245
Making and Transmitting Electronic Payments .............................247
Entering Vendor Credit Memos.....................................................249
Chapter 12      Inventory Transactions .........................................253
Using Inventory Items in Purchase and Sale Transactions..............254
Adding Inventory Items on the Fly .............................................255
Inventory Adjustments...................................................................256
Build/Unbuild Assemblies..............................................................257
Changing Your Bill of Materials (Construction only).....................258
Entering Work Tickets (Manufacturing and Distribution only).....260
Chapter 13      Payroll Transactions  .............................................263
Overview of Payroll Transactions...................................................264
Paying an Employee....................................................................264
Select for Payroll Entry ...............................................................267
Printing Payroll Checks...............................................................270
Voiding Payroll Checks..................................................................271
Closing the Payroll Year.................................................................272
Chapter 14      General Journal and Banking Tasks ......................275
General Journal Entries..................................................................276
Memorized General Journal Entries............................................277
Using the Account Register............................................................278
Editing Transactions on the Account Register.............................278
Security for the Account Register................................................279
Post/Unpost (Batch Mode Only)...................................................280
Changing Accounting Periods........................................................280
Account Reconciliation..................................................................282
Online Banking ..........................................................................284
Allocations (Non-Profit only).........................................................288
General Journal Entry.................................................................288
Allocating Net Assets...................................................................289
Memorized Transactions.............................................................290
Inter-Fund Transfers (Non-Profit only).........................................291
Chapter 15      Other Tasks and Transactions ..............................293
User Security..................................................................................297
Setting Selected Access for a User................................................299
Licensing Peachtree Users ...........................................................300
Maintain Global Options...............................................................302
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vii
Table of Contents
Accounting Tab Options............................................................302
General Tab Options..................................................................304
Peachtree Partners Tab Options..................................................307
Spelling Tab Options..................................................................307
Time and Billing............................................................................309
Creating Time and Expense Items..............................................310
Entering Time and Expense Tickets............................................310
Billing Time and Expense Tickets...............................................310
Backing Up Your Data ..................................................................311
Restoring Your Data......................................................................313
Year-End Wizard ...........................................................................315
Purge Wizard.................................................................................316
Chapter 16      Reports ................................................................. 317
Accessing Reports ..........................................................................318
Modifying Reports......................................................................319
Saving Changes to a Report........................................................322
Copying a Peachtree Report to Excel..........................................322
Report Groups...............................................................................325
Financial Statements......................................................................326
Forms ............................................................................................328
Accessing Forms .........................................................................328
Printing a Form..........................................................................329
Batch Printing Forms..................................................................330
Print-n-Sign Tax Forms..............................................................331
Business Analysis............................................................................334
Cash Flow Manager....................................................................334
Collection Manager ....................................................................335
Payment Manager.......................................................................336
Financial Manager ......................................................................336
General Index
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1 Installation
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1
Installing or Upgrading 
Peachtree
Contents of the CD(s)
4
Quick Tips for Upgraders
5
Installing Peachtree on a Single/
Stand-Alone Computer
8
Installing Peachtree on a Network
8
Installing Peachtree Complete or Peachtree 
Premium on a Client/Server Network
10
Installing Peachtree Complete or Peachtree 
Premium on a Peer-to-Peer Network
15
Mapping a Drive to the Server Computer
20
Installing Peachtree on a Terminal Server
20
Registering Peachtree
22
Updating Your Existing Peachtree Registration
Information
24
Uninstalling Peachtree
25
Troubleshooting Installation
26
Upgrading Peachtree
28
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4
✪ 
Installing or Upgrading Peachtree 
Contents of the CD(s)
If you purchased Peachtree Complete or higher, you received an installation 
package that contains two CDs; if you purchased Peachtree First Accounting 
or Peachtree Pro Accounting, you received a package with a single CD. The 
contents of each CD are as follows:
Peachtree Products
Peachtree comes in several different versions, depending on the level of 
accounting power you might need--First Accounting, Complete Account-
ing, Premium for Construction, and so on. This book tells you how to use 
all of the features for all of these products and most of them are marked in 
the book for you. Below is information on the features specific to the various 
versions that Peachtree Premium comes in, with page references for these 
features.
CD1
❖Program Installation
❖Maintenance (remove or repair Peachtree)
CD2
❖Crystal Reports 2008 (Peachtree Premium and 
higher)
Manufacturing and Distribution
❖Quantity Discounts 
(page136
)
❖Multi-Packs (page138
)
❖Work Tickets (page260
)
Quick Tips for Upgraders
5
Quick Tips for Upgraders
If you are upgrading from an earlier release of Peachtree, Peachtree will give 
you the option of 1) installing the new release over the old release, or 2) 
installing to a new location on the computer so that you will keep your old 
release of Peachtree. Note the following information:
If you choose to keep the older release but convert your Peachtree com-
pany data to Release 2010, you will NOT be able to access that data with 
the old release. 
If you choose to install over the old release, your Peachtree company data 
will NOT be overwritten. Rather, when you open the company for the 
first time, you will initiate the Conversion wizard to update the data files 
to release 2010.
Peachtree Release 2010 uses Pervasive 10.12. You should experience no 
problems from the conversion to Release 2010.
Frequently Asked Questions
Q: Can I place my company data on an external drive [external storage] 
connected to the server as another part of the system?
Construction
❖Insurance for Vendors 
(page115
)
❖Billing and Retainage 
(page186
and page194
)
❖Labor Burden (page187
and 
page 193
)
❖Progress Billing (page224
)
❖Revisions (page258
)
Non-Profit
❖Allocations (page288
)
❖Inter-Fund Transfers 
(page291
)
Chapter 1
Installing or Upgrading Peachtree
6
No. If the external drive is set up as a mapped location to the server (even 
though it is physically attached to the server), you will not be able to install 
Peachtree.
Q: Can I just install Peachtree on the server following the defaults and 
then copy the files to the location I want and edit the .INI file?
This is inadvisable since Peachtree sets registry entries on the local computer 
when it installs. Peachtree will not function properly if these registry entries 
are not set. 
Installing Peachtree on a Single/Stand-Alone Com-
puter
This section is for users who are installing Peachtree on only one computer 
and that computer will hold both the Peachtree program files and the 
Peachtree company data files. For help as you go, click the Help button on 
any of the windows you see during installation.
Be sure to follow directions for any notifications regarding your 
firewall or anti-virus programs. Certain Peachtree files may trig-
ger these softwares but you must allow those program files to 
run.
1 Insert the Peachtree compact disc in your CD ROM drive. The Peachtree 
Autorun window automatically appears.
If the Autorun window does not automatically appear, do the follow-
ing: From the Windows Start menu, select Run. Type "D:SETUP" and 
click OK. (Substitute the appropriate drive letter for your CD-ROM 
drive.)
2 Click the Peachtree Accounting install option.
3 Read the information and instructions on the window, and then select 
Next.
4 Read the License Agreement and, if you accept the terms, select the 
Agree option. Select Next.
(If you select Disagree, you will exit the setup program when you click 
Next.)
Installing Peachtree on a Single/Stand-Alone Computer
7
5 At this time, you may receive a warning that the Microsoft Windows 
firewall has been detected. If so, we recommend that you select Yes. 
This will help to ensure that Peachtree installs and runs correctly on your 
computer.
6 Next, if you have any firewall software installed on your computer, you 
will receive a notice that it is running. Please read the information on 
this screen carefully and follow any directions. If you need detailed, 
step-by-step help for modifying your firewall setup, see http://
www.peachtree.com/support/firewall_install_tips.cfm
. Click OK when 
you have finished with any modifications to your firewall.
7 If you have any anti-virus software running on your computer, you will 
receive a message informing you of the name of that software. Read 
this warning carefully and follow any directions. This will ensure that 
Peachtree installs and runs correctly on your computer. Click OK when 
you have completed the instructions.
8 Enter the serial number found on your CD sleeve and click Next.
9 Next, the Standalone or Network window appears. Select Yes. This will 
ensure that you install correctly for single user setup. Click Next.
10 Select Yes to the question "Will you store Peachtree company data on 
this computer?" Click Next. 
11 The Set Peachtree Program Files Location window appears, asking you 
to specify where you want to put the Peachtree program files. Enter the 
appropriate path here or leave it set to the default. Click Next to con-
tinue.
12 Now, you can accept the default location for your Peachtree company 
data files or you can click Browse and select a different location. Click 
Next to continue.
Note: If your computer does not meet the minimum system 
requirements, you will receive a notification of this at this point.
13 If you are installing Peachtree Premium - Accountants’ Edition, the 
Components window appears. It lets you select certain Peachtree com-
ponents for installation. Follow the onscreen instructions, then select 
Next to continue.
14 Finally, you can review the locations of your program and company 
data files. Click Install to install Peachtree.
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