Peachtree (SAGE Peachtree) 

Module 1: Introduction to Peachtree

• Overview of Peachtree and its features
• Understanding the purpose and benefits of using Peachtree
• Navigating the Peachtree user interface
• Setting up a new company file in Peachtree

Module 2: Chart of Accounts and General Ledger

• Creating and managing the chart of accounts
• Recording general journal entries
• Managing the general ledger and account balances
• Generating financial reports from the general ledger

Module 3: Accounts Receivable and Invoicing

• Setting up customer records in Peachtree
• Creating and managing customer invoices
• Tracking customer payments and managing accounts receivable
• Generating reports for accounts receivable and customer analysis

Module 4: Accounts Payable and Purchases

• Setting up vendor records in Peachtree
• Managing purchase orders and receiving goods
• Recording vendor invoices and managing accounts payable
• Generating reports for accounts payable and vendor analysis

Module 5: Bank Reconciliation and Cash Management

• Reconciling bank statements with Peachtree records
• Managing cash receipts and cash disbursements
• Handling petty cash transactions
• Generating reports for cash management and bank reconciliation

Module 6: Payroll Processing

• Setting up employee records in Peachtree
• Processing payroll and generating paychecks
• Calculating and remitting payroll taxes
• Generating payroll reports and employee earnings statements

Module 7: Financial Reporting and Analysis

• Generating financial statements (balance sheet, income statement, cash flow statement)
• Analyzing financial data and performance
• Creating custom reports and financial analysis tools
• Utilizing Peachtree’s reporting capabilities for decision making

Module 8: Year-End Closing and Tax Preparation

• Conducting year-end closing procedures in Peachtree
• Generating year-end financial reports
• Preparing data for tax filing purposes
• Managing fiscal year changes in Peachtree

Module 9: Peachtree Administration and Maintenance

• Managing user access and security in Peachtree
• Configuring Peachtree system settings and preferences
• Performing data backup and restoration
• Resolving common issues and errors in Peachtree